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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

245 hedge funds and large institutions have $1.81B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 129 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+12
Holders Change %
+5.15%
% of All Funds
3.56%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
29
Increased
129
Reduced
59
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$357M
2
SWA
2
Stratos Wealth Advisors
Ohio
$28M
3
DP
3
Denver PWM
Colorado
$13.2M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$37.4M
5
HPC
5
HM Payson & Co
Maine
$86.2M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$10.4M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$40.8M
3
UBS Group
3
UBS Group
Switzerland
$83.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$254K
5
LFAS
5
Level Four Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
51
Atlantic Private Wealth
North Carolina
$5.57M +$1.49M +64,315 +37%
SB
52
Strategic Blueprint
Georgia
$5.48M +$604K +25,997 +12%
AWS
53
Atria Wealth Solutions
New York
$5.45M +$3.52M +151,752 +183%
GI
54
Gradient Investments
Minnesota
$5.37M -$532K -22,917 -9%
SA
55
Sanctuary Advisors
Indiana
$5.36M +$5.36M +231,245 New
OAM
56
Oppenheimer Asset Management
New York
$5.03M +$409K +17,623 +9%
LCM
57
Lunt Capital Management
Utah
$4.83M +$197K +8,499 +4%
ADL
58
Asset Dedication LLC
California
$4.75M +$4.75M +204,655 New
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$4.73M -$18.6K -799 -0.4%
EIA
60
Eldridge Investment Advisors
New Hampshire
$4.55M +$3.16M +136,289 +228%
PAS
61
Park Avenue Securities
New York
$4.44M -$2.37K -102 -0.1%
KOMWMG
62
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.27M +$657K +28,281 +18%
PA
63
PSI Advisors
Florida
$4.24M +$3.02M +129,986 +246%
BCM
64
Brookstone Capital Management
Illinois
$4.18M +$1.17M +50,209 +39%
SWM
65
Shelton Wealth Management
Texas
$4.14M +$1.28M +55,220 +45%
WANY
66
Wealthspire Advisors (New York)
New York
$4.13M +$435K +18,715 +12%
KAS
67
Kestra Advisory Services
Texas
$4.1M +$2.69M +116,030 +191%
OFS
68
OneAscent Financial Services
Alabama
$3.92M +$636K +27,402 +19%
GRP
69
Global Retirement Partners
California
$3.92M +$8.57K +369 +0.2%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$3.88M +$233K +10,046 +6%
DADC
71
D.A. Davidson & Co
Montana
$3.86M +$284K +12,251 +8%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$3.73M +$1.47M +119,837 +65%
BFO
73
Boston Family Office
Massachusetts
$3.69M +$1.47M +63,304 +66%
LIM
74
Leavell Investment Management
Alabama
$3.67M +$331K +14,254 +10%
LWL
75
Leo Wealth LLC
Texas
$3.57M +$104K +4,494 +3%
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