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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

233 hedge funds and large institutions have $1.72B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 132 increasing their positions, 48 reducing their positions, and 19 closing their positions.

Holders
233
Holders Change
+9
Holders Change %
+4.02%
% of All Funds
3.38%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
31
Increased
132
Reduced
48
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPC
1
HM Payson & Co
Maine
$77M
2
UBS Group
2
UBS Group
Switzerland
$91M
3
SL
3
Summitry LLC
California
$34.8M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$322M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$24.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$88.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$11.4M
3
JAG
3
Journey Advisory Group
Kentucky
$0
4
CIM
4
Confluence Investment Management
Missouri
$0
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
101
Summit Wealth Partners
Florida
$1.49M 64,190 +6 +0%
CCM
102
Crew Capital Management
Ohio
$1.43M 61,734 +25,172 +69%
MA
103
Montag & Associates
Georgia
$1.43M 61,530 – –
KAS
104
Kestra Advisory Services
Texas
$1.41M 60,739 +11,429 +23%
APP
105
Avantax Planning Partners
Iowa
$1.41M 60,571 -208 -0.3%
EIA
106
Eldridge Investment Advisors
New Hampshire
$1.39M 59,782 +2,667 +5%
CFS
107
Cannon Financial Strategists
Georgia
$1.37M 59,112 +3,026 +5%
LNC
108
Lincoln National Corp
Pennsylvania
$1.32M 56,870 -46,783 -45%
CCB
109
Country Club Bank
Missouri
$1.24M 53,195 +9,221 +21%
PA
110
PSI Advisors
Florida
$1.23M 52,808 +9,205 +21%
CW
111
CreativeOne Wealth
Kansas
$1.2M 51,473 -4,434 -8%
EW
112
Evexia Wealth
Wisconsin
$1.18M 51,071 +4,813 +10%
PGA
113
Portland Global Advisors
Maine
$1.16M 50,051 +50,051 New
FFA
114
Farther Finance Advisors
California
$1.15M 49,895 +1,390 +3%
SF
115
Safeguard Financial
Wisconsin
$1.14M 49,154 +18,113 +58%
HWM
116
Horizons Wealth Management
North Carolina
$1.13M 48,742 – –
HCM
117
Howland Capital Management
Massachusetts
$1.11M 47,883 +6,354 +15%
CA
118
Cetera Advisors
Colorado
$1.11M 47,746 +12,469 +35%
MBT
119
Montecito Bank & Trust
California
$1.11M 47,717 – –
IA
120
IFP Advisors
Florida
$1.09M 46,883 -3,051 -6%
4WM
121
4J Wealth Management
Virginia
$1.05M 45,327 -50 -0.1%
RVPG
122
Relative Value Partners Group
$1.05M 44,825 -45 -0.1%
GAM
123
Gould Asset Management
California
$1.04M 44,955 +13,185 +42%
MCCA
124
Mill Creek Capital Advisors
Pennsylvania
$1.01M 43,500 -6,362 -13%
Goldman Sachs
125
Goldman Sachs
New York
$1M 43,170 -29,966 -41%
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5
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