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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

297 hedge funds and large institutions have $2.28B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 148 increasing their positions, 61 reducing their positions, and 20 closing their positions.

Holders
297
Holders Change
+28
Holders Change %
+10.41%
% of All Funds
3.96%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.21%
New
53
Increased
148
Reduced
61
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$197M
2
Raymond James Financial
2
Raymond James Financial
Florida
$47M
3
SWA
3
Stratos Wealth Advisors
Ohio
$58.4M
4
HAS
4
Horizon Advisory Services
New York
$17.7M
5
CP
5
Cornerstone Planning
North Carolina
$17.3M

Top Sellers

1
GI
1
GLOBALT Investments
Georgia
$5.18M
2
UBS Group
2
UBS Group
Switzerland
$52.6M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$43.2M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$372M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
51
Financial Engines Advisors
California
$8.32M 356,588 -10,208 -3%
GWSG
52
GPS Wealth Strategies Group
Colorado
$8.03M 344,505 +344,505 New
EIA
53
Eldridge Investment Advisors
New Hampshire
$7.83M 335,838 +32,538 +11%
4WM
54
49 Wealth Management
Texas
$7.3M 313,005 +101,017 +48%
PAS
55
Park Avenue Securities
New York
$7.14M 306,172 +69,681 +29%
MCM
56
MAI Capital Management
Ohio
$7.08M 303,634 +303,634 New
KTM
57
Keeler Thomas Management
Utah
$7.07M 303,081 -13,925 -4%
KOMWMG
58
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$7.02M 301,108 +77,591 +35%
FA
59
Faithward Advisors
Pennsylvania
$6.94M 297,643 +297,643 New
MIG
60
McGuire Investment Group
Rhode Island
$6.93M 297,293 +1,580 +0.5%
SVWAG
61
Sound View Wealth Advisors Group
Georgia
$6.92M 296,858 +269,156 +972%
WC
62
Wolfstich Capital
Massachusetts
$6.86M 294,180 +294,180 New
SWM
63
Shelton Wealth Management
Texas
$6.5M 278,713 +66,148 +31%
LIM
64
Leavell Investment Management
Alabama
$6.33M 271,233 +54,729 +25%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$5.81M 249,216 -15,107 -6%
PA
66
PSI Advisors
Florida
$5.79M 248,072 +58,668 +31%
AWS
67
Atria Wealth Solutions
New York
$5.58M 239,389 -13,918 -5%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$5.5M 235,986 +29,463 +14%
DADC
69
D.A. Davidson & Co
Montana
$5.4M 231,528 +19,273 +9%
Ameriprise
70
Ameriprise
Minnesota
$5.21M 223,204 +42,768 +24%
GI
71
Gradient Investments
Minnesota
$5.19M 222,672 +12,046 +6%
GI
72
GLOBALT Investments
Georgia
$5.18M 222,300 -2,284,664 -91%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$5.15M 221,025 +48,219 +28%
LCM
74
Lunt Capital Management
Utah
$5.15M 220,721 +16,521 +8%
AP
75
Americana Partners
Texas
$5.13M 219,929 -83,645 -28%
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