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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

245 hedge funds and large institutions have $1.81B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 129 increasing their positions, 59 reducing their positions, and 14 closing their positions.

Holders
245
Holders Change
+12
Holders Change %
+5.15%
% of All Funds
3.56%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
29
Increased
129
Reduced
59
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$357M
2
SWA
2
Stratos Wealth Advisors
Ohio
$28M
3
DP
3
Denver PWM
Colorado
$13.2M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$37.4M
5
HPC
5
HM Payson & Co
Maine
$86.2M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$10.4M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$40.8M
3
UBS Group
3
UBS Group
Switzerland
$83.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$254K
5
LFAS
5
Level Four Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
101
Benjamin F. Edwards & Company
Missouri
$1.92M +$1.53M +66,032 +399%
IA
102
IFP Advisors
Florida
$1.89M +$804K +34,641 +74%
GAM
103
Gould Asset Management
California
$1.84M +$798K +34,352 +76%
KPWS
104
Kestra Private Wealth Services
Texas
$1.78M +$78.2K +3,366 +5%
SWP
105
Summit Wealth Partners
Florida
$1.73M +$243K +10,447 +16%
ABC
106
Associated Banc-Corp
Wisconsin
$1.58M +$12.8K +553 +0.8%
EH
107
Equitable Holdings
New York
$1.54M +$43.6K +1,879 +3%
PGA
108
Portland Global Advisors
Maine
$1.51M +$347K +14,940 +30%
MPPLM
109
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.46M +$545K +23,465 +60%
MA
110
Montag & Associates
Georgia
$1.43M – – –
APP
111
Avantax Planning Partners
Iowa
$1.4M -$6.11K -263 -0.4%
CFS
112
Cannon Financial Strategists
Georgia
$1.39M +$15K +646 +1%
HCM
113
Howland Capital Management
Massachusetts
$1.37M +$257K +11,070 +23%
PFM
114
Phillips Financial Management
Indiana
$1.37M -$312K -13,447 -19%
MBT
115
Montecito Bank & Trust
California
$1.29M +$179K +7,705 +16%
CCB
116
Country Club Bank
Missouri
$1.28M +$47.7K +2,057 +4%
FW
117
FullCircle Wealth
Texas
$1.27M +$1.27M +54,528 New
SPC
118
Sigma Planning Corp
Michigan
$1.27M -$1.06M -45,681 -46%
SFB
119
STAR Financial Bank
Indiana
$1.22M +$1.22M +52,405 New
CW
120
CreativeOne Wealth
Kansas
$1.16M -$38.3K -1,651 -3%
APW
121
Austin Private Wealth
Texas
$1.16M +$297K +12,810 +35%
CCM
122
Crew Capital Management
Ohio
$1.15M -$286K -12,317 -20%
4WM
123
4J Wealth Management
Virginia
$1.1M +$48.8K +2,100 +5%
RWP
124
Reliant Wealth Planning
Kentucky
$1.1M +$108K +4,631 +11%
SF
125
Safeguard Financial
Wisconsin
$1.1M -$43K -1,850 -4%
3 4
5
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