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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

233 hedge funds and large institutions have $1.72B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 132 increasing their positions, 48 reducing their positions, and 19 closing their positions.

Holders
233
Holders Change
+9
Holders Change %
+4.02%
% of All Funds
3.38%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
31
Increased
132
Reduced
48
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPC
1
HM Payson & Co
Maine
$77M
2
UBS Group
2
UBS Group
Switzerland
$91M
3
SL
3
Summitry LLC
California
$34.8M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$322M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$24.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$88.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$11.4M
3
JAG
3
Journey Advisory Group
Kentucky
$0
4
CIM
4
Confluence Investment Management
Missouri
$0
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
76
Brookstone Capital Management
Illinois
$3.01M +$770K +33,130 +34%
SWM
77
Shelton Wealth Management
Texas
$2.86M +$936K +40,298 +49%
AF
78
Allworth Financial
California
$2.84M -$978K -42,114 -26%
1WM
79
1858 Wealth Management
Ohio
$2.81M – – –
Citadel Advisors
80
Citadel Advisors
Florida
$2.71M +$2.71M +116,730 New
PFBT
81
Parkside Financial Bank & Trust
Missouri
$2.52M +$2.51M +107,995 +16,901%
PA
82
Probity Advisors
Texas
$2.46M +$1.16M +50,102 +90%
SCM
83
SCS Capital Management
Massachusetts
$2.4M +$2.4M +103,463 New
SPC
84
Sigma Planning Corp
Michigan
$2.33M +$972K +41,823 +72%
AWP
85
Accretive Wealth Partners
New Jersey
$2.31M +$162K +7,003 +8%
LF
86
Lantz Financial
Illinois
$2.24M +$208K +8,956 +10%
BFO
87
Boston Family Office
Massachusetts
$2.23M -$3.83K -165 -0.2%
SF
88
Synovus Financial
Georgia
$2.19M -$59K -2,539 -3%
SWM
89
Stockman Wealth Management
Montana
$2.18M +$234K +10,068 +12%
SWP
90
Stratos Wealth Partners
Ohio
$2.02M +$80.3K +3,456 +4%
EP
91
Essential Planning
New Hampshire
$2.01M +$100K +4,297 +5%
IA
92
IFG Advisory
Georgia
$1.95M +$235K +10,122 +14%
AWS
93
Atria Wealth Solutions
New York
$1.92M +$880K +37,887 +84%
HighTower Advisors
94
HighTower Advisors
Illinois
$1.89M -$328K -14,121 -15%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$1.83M +$450K +19,373 +33%
VA
96
Valmark Advisers
Ohio
$1.81M +$991K +42,677 +121%
KPWS
97
Kestra Private Wealth Services
Texas
$1.71M +$223K +9,617 +15%
PFM
98
Phillips Financial Management
Indiana
$1.68M +$122K +5,240 +8%
ABC
99
Associated Banc-Corp
Wisconsin
$1.57M +$62.1K +2,672 +4%
EH
100
Equitable Holdings
New York
$1.5M -$1.04M -44,576 -41%
2 3
4
5 6