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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

297 hedge funds and large institutions have $2.28B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 148 increasing their positions, 61 reducing their positions, and 20 closing their positions.

Holders
297
Holders Change
+28
Holders Change %
+10.41%
% of All Funds
3.96%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.21%
New
53
Increased
148
Reduced
61
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$197M
2
SWA
2
Stratos Wealth Advisors
Ohio
$58.4M
3
HAS
3
Horizon Advisory Services
New York
$17.7M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$15.2M
5
SWM
5
Scissortail Wealth Management
Oklahoma
$10.9M

Top Sellers

1
GI
1
GLOBALT Investments
Georgia
$5.18M
2
UBS Group
2
UBS Group
Switzerland
$52.6M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$43.2M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$372M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
76
Trinity Wealth Management
Pennsylvania
$5.1M 218,843 +191,757 +708%
OFS
77
OneAscent Financial Services
Alabama
$5.1M 218,778 +218,778 New
OAM
78
Oppenheimer Asset Management
New York
$5.08M 217,891 +4,855 +2%
HighTower Advisors
79
HighTower Advisors
Illinois
$4.74M 203,216 +45,281 +29%
BCM
80
Brookstone Capital Management
Illinois
$4.7M 201,659 +7,523 +4%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$4.63M 198,401 -1,474 -0.7%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$4.62M 197,956 -65,406 -25%
Goldman Sachs
83
Goldman Sachs
New York
$4.53M 194,095 +179,537 +1,233%
TCA
84
Transcend Capital Advisors
New Jersey
$4.51M 193,325 -52,999 -22%
GRP
85
Global Retirement Partners
California
$4.1M 175,931 +6,728 +4%
IA
86
IFG Advisory
Georgia
$4.06M 174,284 +77,759 +81%
WANY
87
Wealthspire Advisors (New York)
New York
$3.85M 165,054 +997 +0.6%
UCFA
88
United Capital Financial Advisors
Texas
$3.82M 163,969 +43,336 +36%
BFO
89
Boston Family Office
Massachusetts
$3.77M 161,452 +8,903 +6%
MPPLM
90
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.56M 152,666 +51,597 +51%
SFG
91
Stonebridge Financial Group
Pennsylvania
$3.55M 152,376 +152,376 New
Mariner
92
Mariner
Kansas
$3.38M 145,088 +4,001 +3%
BAM
93
Belpointe Asset Management
Nevada
$3.37M 144,272 +20,630 +17%
PA
94
Probity Advisors
Texas
$3.36M 144,184 +17,380 +14%
MCC
95
Money Concepts Capital
Florida
$3.28M 140,651 +80,853 +135%
IA
96
IFP Advisors
Florida
$3.09M 132,444 +787 +0.6%
ADL
97
Asset Dedication LLC
California
$3.03M 129,742 -15,299 -11%
VA
98
Valmark Advisers
Ohio
$2.94M 126,273 +16,767 +15%
EH
99
Equitable Holdings
New York
$2.89M 124,139 +46,840 +61%
1WM
100
1858 Wealth Management
Ohio
$2.89M 123,989 +2,010 +2%
2 3
4
5 6