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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

269 hedge funds and large institutions have $1.57B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 136 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+24
Holders Change %
+9.8%
% of All Funds
3.89%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
36
Increased
136
Reduced
65
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIM
1
Moseley Investment Management
Florida
$15.5M
2
AP
2
Americana Partners
Texas
$7.11M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$22.5M
4
LPL Financial
4
LPL Financial
California
$43.9M
5
4WM
5
49 Wealth Management
Texas
$4.96M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$10.7M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$59.3M
3
NA
3
NewEdge Advisors
Louisiana
$32.8M
4
Mariner
4
Mariner
Kansas
$3.3M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$32.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
101
Private Advisor Group
New Jersey
$2.12M -$1.04M -44,286 -33%
SWP
102
Stratos Wealth Partners
Ohio
$1.99M +$49.7K +2,122 +3%
AWG
103
Altus Wealth Group
Colorado
$1.96M -$369K -15,736 -16%
GAM
104
Gould Asset Management
California
$1.86M +$2.23K +95 +0.1%
SWP
105
Summit Wealth Partners
Florida
$1.84M +$91.9K +3,922 +5%
KPWS
106
Kestra Private Wealth Services
Texas
$1.82M +$18.6K +796 +1%
PGA
107
Portland Global Advisors
Maine
$1.81M +$290K +12,379 +19%
EH
108
Equitable Holdings
New York
$1.81M +$254K +10,849 +16%
SFB
109
STAR Financial Bank
Indiana
$1.66M +$432K +18,460 +35%
ABC
110
Associated Banc-Corp
Wisconsin
$1.64M +$45.8K +1,956 +3%
Kovitz Investment Group Partners
111
Kovitz Investment Group Partners
Illinois
$1.58M +$1.58M +67,396 New
CW
112
CreativeOne Wealth
Kansas
$1.55M +$379K +16,190 +32%
HCM
113
Howland Capital Management
Massachusetts
$1.48M +$97.2K +4,151 +7%
MA
114
Montag & Associates
Georgia
$1.44M – – –
FW
115
FullCircle Wealth
Texas
$1.42M +$144K +6,153 +11%
CFS
116
Cannon Financial Strategists
Georgia
$1.42M +$15.5K +662 +1%
APP
117
Avantax Planning Partners
Iowa
$1.41M -$3.14K -134 -0.2%
PFM
118
Phillips Financial Management
Indiana
$1.4M +$23.3K +995 +2%
MCC
119
Money Concepts Capital
Florida
$1.4M +$464K +19,792 +49%
AR
120
Advisory Research
Illinois
$1.31M +$1.31M +56,110 New
MML Investors Services
121
MML Investors Services
Massachusetts
$1.31M +$383K +16,348 +41%
MBT
122
Montecito Bank & Trust
California
$1.3M – – –
RWP
123
Reliant Wealth Planning
Kentucky
$1.29M +$178K +7,605 +16%
SOS
124
Silver Oak Securities
Tennessee
$1.28M +$976K +41,668 +323%
SPC
125
Sigma Planning Corp
Michigan
$1.27M -$8.29K -354 -0.6%
3 4
5
6 7