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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.

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 %
Truist Financial
76
Truist Financial
North Carolina
$3.33M +$37K +1,593 +1%
PAG
77
Private Advisor Group
New Jersey
$3.13M -$914K -39,345 -23%
EP
78
Essential Planning
New Hampshire
$3.07M +$1.07M +46,202 +54%
Ameriprise
79
Ameriprise
Minnesota
$3.05M -$191K -8,206 -6%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$2.82M +$2.82M +121,402 New
1WM
81
1858 Wealth Management
Ohio
$2.78M -$22K -946 -0.8%
Creative Planning
82
Creative Planning
Kansas
$2.71M -$377K -16,242 -12%
PA
83
Probity Advisors
Texas
$2.7M +$241K +10,387 +10%
UCFA
84
United Capital Financial Advisors
Texas
$2.67M -$970K -41,763 -27%
FTUS
85
Flow Traders U.S.
New York
$2.61M +$2.61M +112,455 New
AF
86
Allworth Financial
California
$2.57M -$275K -11,836 -10%
PFBT
87
Parkside Financial Bank & Trust
Missouri
$2.52M – – –
BAM
88
Belpointe Asset Management
Nevada
$2.44M +$2.44M +105,096 New
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$2.44M +$616K +26,506 +34%
SCM
90
SCS Capital Management
Massachusetts
$2.41M +$4.53K +195 +0.2%
SWM
91
Stockman Wealth Management
Montana
$2.36M +$181K +7,800 +8%
AWP
92
Accretive Wealth Partners
New Jersey
$2.35M +$29.4K +1,267 +1%
AWG
93
Altus Wealth Group
Colorado
$2.31M -$724K -31,201 -24%
LF
94
Lantz Financial
Illinois
$2.26M +$21K +903 +0.9%
AAIM
95
Asset Advisors Investment Management
Georgia
$2.23M +$1.66M +71,598 +292%
HighTower Advisors
96
HighTower Advisors
Illinois
$2.17M +$285K +12,278 +15%
VA
97
Valmark Advisers
Ohio
$2.11M +$300K +12,911 +17%
IA
98
IFG Advisory
Georgia
$2.09M +$146K +6,293 +8%
SF
99
Synovus Financial
Georgia
$2.05M -$135K -5,826 -6%
SWP
100
Stratos Wealth Partners
Ohio
$1.92M -$102K -4,411 -5%
2 3
4
5 6