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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

297 hedge funds and large institutions have $1.36B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 104 increasing their positions, 122 reducing their positions, and 23 closing their positions.

Holders
297
Holders Change
+4
Holders Change %
+1.37%
% of All Funds
3.99%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
37
Increased
104
Reduced
122
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$10.6M
3
UCFA
3
United Capital Financial Advisors
Texas
$15.2M
4
OFS
4
OneAscent Financial Services
Alabama
$11.2M
5
CWM
5
Connecticut Wealth Management
Connecticut
$27.6M

Top Sellers

1
SWA
1
Stratos Wealth Advisors
Ohio
$18.5M
2
Wells Fargo
2
Wells Fargo
California
$26M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$6.62M
5
Raymond James Financial
5
Raymond James Financial
Florida
$29.8M
Name Market Value Shares Shares
Change 		Shares
Change %
WANY
76
Wealthspire Advisors (New York)
New York
$3.95M 169,088 +2,854 +2%
R
77
Rebalance
California
$3.77M 161,584 +93,307 +137%
AWP
78
Accretive Wealth Partners
New Jersey
$3.7M 158,534 +9,059 +6%
CWM
79
Congress Wealth Management
Massachusetts
$3.7M 158,521 +158,521 New
APW
80
Atlantic Private Wealth
North Carolina
$3.67M 156,985 -165,988 -51%
PA
81
Probity Advisors
Texas
$3.65M 156,192 +6,075 +4%
LIM
82
Leavell Investment Management
Alabama
$3.48M 149,145 -120,930 -45%
MCC
83
Money Concepts Capital
Florida
$3.47M 148,665 -26,253 -15%
VA
84
Valmark Advisers
Ohio
$3.43M 147,036 +10,021 +7%
KAS
85
Kestra Advisory Services
Texas
$3.43M 146,676 -286,715 -66%
PFS
86
Prospera Financial Services
Texas
$3.43M 146,641 +52,467 +56%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$3.11M 133,134 -106,971 -45%
IA
88
IFP Advisors
Florida
$3.05M 130,771 -5,932 -4%
SWM
89
Stockman Wealth Management
Montana
$2.99M 127,888 -1,408 -1%
TC
90
TFR Capital
Texas
$2.97M 127,277 +36,088 +40%
TCA
91
Transcend Capital Advisors
New Jersey
$2.95M 126,151 -64,630 -34%
KOMWMG
92
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.95M 126,103 -54,717 -30%
ATPW
93
Ashton Thomas Private Wealth
Arizona
$2.89M 123,924 -12,597 -9%
FFS
94
Flavin Financial Services
Florida
$2.83M 121,023 -35,566 -23%
LF
95
Lantz Financial
Illinois
$2.8M 119,815 +9,419 +9%
HCM
96
Howland Capital Management
Massachusetts
$2.63M 112,620 +5,873 +6%
S
97
SignatureFD
Georgia
$2.62M 112,208 +17,482 +18%
AI
98
Atria Investments
North Carolina
$2.56M 109,392 +3,370 +3%
PFBT
99
Parkside Financial Bank & Trust
Missouri
$2.55M 108,947 +240 +0.2%
DWM
100
Drive Wealth Management
Utah
$2.51M 107,653 -1,923 -2%
2 3
4
5 6