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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

269 hedge funds and large institutions have $1.57B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 136 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+24
Holders Change %
+9.8%
% of All Funds
3.89%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
36
Increased
136
Reduced
65
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIM
1
Moseley Investment Management
Florida
$15.5M
2
AP
2
Americana Partners
Texas
$7.11M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$22.5M
4
LPL Financial
4
LPL Financial
California
$43.9M
5
4WM
5
49 Wealth Management
Texas
$4.96M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$10.7M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$59.3M
3
NA
3
NewEdge Advisors
Louisiana
$32.8M
4
Mariner
4
Mariner
Kansas
$3.3M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$32.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
76
Truist Financial
North Carolina
$3.47M +$113K +4,836 +3%
ADL
77
Asset Dedication LLC
California
$3.4M -$1.4M -59,614 -29%
LWL
78
Leo Wealth LLC
Texas
$3.35M -$251K -10,718 -7%
Mariner
79
Mariner
Kansas
$3.3M -$11.2M -480,297 -77%
IA
80
IFP Advisors
Florida
$3.08M +$1.17M +50,133 +61%
EP
81
Essential Planning
New Hampshire
$3.04M -$59.1K -2,523 -2%
PA
82
Probity Advisors
Texas
$2.97M +$249K +10,612 +9%
BAM
83
Belpointe Asset Management
Nevada
$2.9M +$434K +18,546 +18%
1WM
84
1858 Wealth Management
Ohio
$2.86M +$53.3K +2,274 +2%
UCFA
85
United Capital Financial Advisors
Texas
$2.83M +$135K +5,750 +5%
AAIM
86
Asset Advisors Investment Management
Georgia
$2.77M +$522K +22,278 +23%
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$2.75M -$92.8K -3,963 -3%
LF
88
Lantz Financial
Illinois
$2.74M +$462K +19,747 +20%
SF
89
Synovus Financial
Georgia
$2.65M +$582K +24,836 +28%
FTUS
90
Flow Traders U.S.
New York
$2.61M -$20.2K -861 -0.8%
SWM
91
Stockman Wealth Management
Montana
$2.58M +$198K +8,469 +8%
VA
92
Valmark Advisers
Ohio
$2.56M +$436K +18,625 +20%
PFBT
93
Parkside Financial Bank & Trust
Missouri
$2.55M +$1.71K +73 +0.1%
BEI
94
Benjamin Edwards Inc
Missouri
$2.52M +$2.32M +99,235 +1,163%
Creative Planning
95
Creative Planning
Kansas
$2.48M -$253K -10,808 -9%
SCM
96
SCS Capital Management
Massachusetts
$2.43M +$4.66K +199 +0.2%
AWP
97
Accretive Wealth Partners
New Jersey
$2.42M +$43.5K +1,858 +2%
AF
98
Allworth Financial
California
$2.38M -$212K -9,068 -8%
MPPLM
99
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.37M +$899K +38,376 +61%
IA
100
IFG Advisory
Georgia
$2.26M +$150K +6,412 +7%
2 3
4
5 6