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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

224 hedge funds and large institutions have $1.54B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 107 increasing their positions, 33 reducing their positions, and 15 closing their positions.

Holders
224
Holders Change
+45
Holders Change %
+25.14%
% of All Funds
3.28%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
64
Increased
107
Reduced
33
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$171M
2
NA
2
NewEdge Advisors
Louisiana
$46.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$37.3M
4
UBS Group
4
UBS Group
Switzerland
$52M
5
LPL Financial
5
LPL Financial
California
$28.2M

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$293M
2
SF
2
Synovus Financial
Georgia
$2.25M
3
Wells Fargo
3
Wells Fargo
California
$70.2M
4
DP
4
Denver PWM
Colorado
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWP
76
Accretive Wealth Partners
New Jersey
$2.16M +$2.16M +92,994 New
MA
77
MKT Advisors
California
$2.16M +$1.3M +55,963 +151%
Ameriprise
78
Ameriprise
Minnesota
$2.14M +$1.08M +46,246 +101%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$2.08M +$2.08M +89,397 New
LF
80
Lantz Financial
Illinois
$2.03M -$65.5K -2,813 -3%
SWP
81
Stratos Wealth Partners
Ohio
$1.95M +$790K +33,943 +68%
SWM
82
Stockman Wealth Management
Montana
$1.95M +$211K +9,060 +12%
SWM
83
Shelton Wealth Management
Texas
$1.93M +$1.93M +82,927 New
EP
84
Essential Planning
New Hampshire
$1.91M +$830K +35,670 +77%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$1.75M +$513K +22,046 +41%
IA
86
IFG Advisory
Georgia
$1.72M +$190K +8,163 +12%
Goldman Sachs
87
Goldman Sachs
New York
$1.7M +$1.7M +73,136 New
GRP
88
Global Retirement Partners
California
$1.66M +$1.63M +69,965 +7,117%
PFM
89
Phillips Financial Management
Indiana
$1.56M +$354K +15,186 +29%
DADC
90
D.A. Davidson & Co
Montana
$1.56M +$1.03M +44,309 +197%
ABC
91
Associated Banc-Corp
Wisconsin
$1.51M +$280K +12,047 +23%
SWP
92
Summit Wealth Partners
Florida
$1.49M +$175K +7,536 +13%
KPWS
93
Kestra Private Wealth Services
Texas
$1.49M +$292K +12,549 +24%
MA
94
Montag & Associates
Georgia
$1.43M +$74.7K +3,208 +6%
APP
95
Avantax Planning Partners
Iowa
$1.41M -$78K -3,350 -5%
CWM
96
Connecticut Wealth Management
Connecticut
$1.4M +$1.16M +49,695 +467%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$1.38M +$335K +14,409 +32%
SPC
98
Sigma Planning Corp
Michigan
$1.36M -$1.04M -44,884 -43%
EIA
99
Eldridge Investment Advisors
New Hampshire
$1.33M +$1.12M +48,117 +535%
CFS
100
Cannon Financial Strategists
Georgia
$1.31M +$18.2K +782 +1%
2 3
4
5 6