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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

144 hedge funds and large institutions have $985M invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 75 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
144
Holders Change
+28
Holders Change %
+24.14%
% of All Funds
2.31%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
37
Increased
75
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$369M
2
Wells Fargo
2
Wells Fargo
California
$69.3M
3
FA
3
Faithward Advisors
Pennsylvania
$13.7M
4
JAG
4
Journey Advisory Group
Kentucky
$11.7M
5
MCM
5
MV Capital Management
Maryland
$11.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
SF
2
Synovus Financial
Georgia
$71.2M
3
T
3
TCWP
Ohio
$0
4
BCM
4
Brookstone Capital Management
Illinois
$755K
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$227K
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
101
Conrad Siegel Investment Advisors
Pennsylvania
$345K +$2.19K +93 +0.6%
AF
102
Allworth Financial
California
$341K +$228K +9,700 +202%
GAM
103
Gould Asset Management
California
$338K -$133K -5,655 -28%
BWM
104
BerganKDV Wealth Management
Minnesota
$302K – – –
CW
105
CreativeOne Wealth
Kansas
$302K +$752 +32 +0.2%
PJSIMP
106
P.J. Schmidt Investment Management (PJS)
Wisconsin
$286K +$23.5K +1,000 +9%
LA
107
LVW Advisors
New York
$284K +$6.47K +275 +2%
DADC
108
D.A. Davidson & Co
Montana
$284K +$284K +12,060 New
Koshinski Asset Management
109
Koshinski Asset Management
Illinois
$284K +$284K +12,051 New
Cerity Partners
110
Cerity Partners
New York
$276K +$50K +2,126 +22%
BFEC
111
Benjamin F. Edwards & Company
Missouri
$270K +$173K +7,342 +178%
PA
112
PSI Advisors
Florida
$267K +$164K +6,963 +159%
PWM
113
Perigon Wealth Management
California
$266K +$266K +11,301 New
GHA
114
Granite Harbor Advisors
Texas
$262K +$40.5K +1,723 +18%
AWM
115
AE Wealth Management
Kansas
$256K +$256K +10,882 New
GWP
116
Gateway Wealth Partners
Wisconsin
$249K +$41.3K +1,755 +20%
VA
117
Valmark Advisers
Ohio
$230K +$230K +9,766 New
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$227K -$785K -33,458 -78%
TA
119
TKG Advisors
Indiana
$217K +$217K +9,204 New
KAS
120
Kestra Advisory Services
Texas
$202K -$52.1K -2,214 -21%
PTC
121
Private Trust Company
Ohio
$191K +$101K +4,279 +111%
SPIA
122
Steward Partners Investment Advisory
New York
$188K – – –
WP
123
WealthPLAN Partners
Nebraska
$170K +$170K +7,205 New
MWM
124
Mascoma Wealth Management
New Hampshire
$120K – – –
SFG
125
Steward Financial Group
Texas
$78K +$78K +3,316 New
3 4
5
6 7