IBTF icon

iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

224 hedge funds and large institutions have $1.54B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 107 increasing their positions, 33 reducing their positions, and 15 closing their positions.

Holders
224
Holders Change
+45
Holders Change %
+25.14%
% of All Funds
3.28%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
64
Increased
107
Reduced
33
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$171M
2
NA
2
NewEdge Advisors
Louisiana
$46.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$37.3M
4
UBS Group
4
UBS Group
Switzerland
$52M
5
LPL Financial
5
LPL Financial
California
$28.2M

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$293M
2
SF
2
Synovus Financial
Georgia
$2.25M
3
Wells Fargo
3
Wells Fargo
California
$70.2M
4
DP
4
Denver PWM
Colorado
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
101
CreativeOne Wealth
Kansas
$1.3M +$1.3M +55,907 New
PA
102
Probity Advisors
Texas
$1.3M +$1.3M +55,703 New
RPSA
103
Richard P. Slaughter Associates
Texas
$1.18M +$319K +13,695 +37%
IA
104
IFP Advisors
Florida
$1.16M +$114K +4,888 +11%
MCCA
105
Mill Creek Capital Advisors
Pennsylvania
$1.16M +$1.16M +49,862 New
KAS
106
Kestra Advisory Services
Texas
$1.15M +$503K +21,586 +78%
HWM
107
Horizons Wealth Management
North Carolina
$1.13M +$127K +5,464 +13%
FFA
108
Farther Finance Advisors
California
$1.13M +$1.09M +47,026 +3,180%
MBT
109
Montecito Bank & Trust
California
$1.11M +$858K +36,872 +340%
LSAG
110
Lake Street Advisors Group
New Hampshire
$1.08M +$11.2K +481 +1%
EW
111
Evexia Wealth
Wisconsin
$1.08M +$1.08M +46,258 New
4WM
112
4J Wealth Management
Virginia
$1.06M +$34.2K +1,470 +3%
AWS
113
Atria Wealth Solutions
New York
$1.05M +$631K +27,115 +152%
RVPG
114
Relative Value Partners Group
$1.04M +$524K +22,512 +101%
CCB
115
Country Club Bank
Missouri
$1.02M -$45.7K -1,966 -4%
PA
116
PSI Advisors
Florida
$1.02M +$355K +15,250 +54%
KIA
117
Knollwood Investment Advisory
Maryland
$999K – – –
RIA
118
Regal Investment Advisors
Michigan
$978K +$978K +42,025 New
HCM
119
Howland Capital Management
Massachusetts
$967K +$649K +27,890 +204%
AC
120
Adroit Compliance
$950K +$950K +40,789 New
KFAA
121
Klaas Financial Asset Advisors
Illinois
$950K +$950K +40,789 New
CCM
122
Crew Capital Management
Ohio
$851K +$39.4K +1,693 +5%
TFS
123
Thoroughbred Financial Services
Tennessee
$838K +$289K +12,440 +53%
VA
124
Valmark Advisers
Ohio
$822K +$207K +8,877 +34%
CA
125
Cetera Advisors
Colorado
$821K -$171K -7,351 -17%
3 4
5
6 7