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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

297 hedge funds and large institutions have $1.36B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 104 increasing their positions, 122 reducing their positions, and 23 closing their positions.

Holders
297
Holders Change
+4
Holders Change %
+1.37%
% of All Funds
3.99%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
37
Increased
104
Reduced
122
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$10.6M
3
UCFA
3
United Capital Financial Advisors
Texas
$15.2M
4
OFS
4
OneAscent Financial Services
Alabama
$11.2M
5
CWM
5
Connecticut Wealth Management
Connecticut
$27.6M

Top Sellers

1
SWA
1
Stratos Wealth Advisors
Ohio
$18.5M
2
Wells Fargo
2
Wells Fargo
California
$26M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$6.62M
5
Raymond James Financial
5
Raymond James Financial
Florida
$29.8M
Name Market Value Shares Shares
Change 		Shares
Change %
AFG
101
Atomi Financial Group
New York
$2.49M 106,694 +30,906 +41%
EH
102
Equitable Holdings
New York
$2.48M 106,043 -2,828 -3%
PGA
103
Portland Global Advisors
Maine
$2.47M 105,636 +6,273 +6%
GRP
104
Global Retirement Partners
California
$2.35M 100,388 +100,388 New
SCM
105
SCS Capital Management
Massachusetts
$2.32M 99,248 +198 +0.2%
IA
106
IFG Advisory
Georgia
$2.28M 97,601 -7,657 -7%
Creative Planning
107
Creative Planning
Kansas
$2.26M 96,953 -16,488 -15%
PAG
108
Private Advisor Group
New Jersey
$2.17M 92,851 -17,474 -16%
HNW
109
High Note Wealth
Minnesota
$2.17M 92,785 +92,785 New
GAM
110
Gould Asset Management
California
$2.14M 91,812 +3,700 +4%
AF
111
Allworth Financial
California
$2.14M 91,485 -8,361 -8%
EP
112
Essential Planning
New Hampshire
$2.11M 90,476 -21,973 -20%
TLFA
113
True Link Financial Advisors
California
$2.1M 89,941 -16,162 -15%
KFAA
114
Klaas Financial Asset Advisors
Illinois
$2.1M 89,686 -6,778 -7%
SOS
115
Silver Oak Securities
Tennessee
$2.05M 87,690 -4,769 -5%
MCCA
116
Mill Creek Capital Advisors
Pennsylvania
$2.02M 86,385 – –
FDW
117
Fourth Dimension Wealth
Ohio
$1.94M 83,088 +57,553 +225%
BCI
118
Brinker Capital Investments
Pennsylvania
$1.87M 79,962 -7,805 -9%
CPW
119
Crestmont Private Wealth
Texas
$1.85M 79,081 +1,588 +2%
TPCM
120
Templeton & Phillips Capital Management
Tennessee
$1.81M 77,443 +8,563 +12%
DADC
121
D.A. Davidson & Co
Montana
$1.79M 76,512 -132,637 -63%
ABC
122
Associated Banc-Corp
Wisconsin
$1.78M 76,008 +1,533 +2%
APW
123
Austin Private Wealth
Texas
$1.77M 75,979 +4,942 +7%
FW
124
FullCircle Wealth
Texas
$1.73M 74,435 -1,206 -2%
SWP
125
Stratos Wealth Partners
Ohio
$1.71M 73,396 -9,671 -12%
3 4
5
6 7