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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

297 hedge funds and large institutions have $2.28B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 148 increasing their positions, 61 reducing their positions, and 20 closing their positions.

Holders
297
Holders Change
+28
Holders Change %
+10.41%
% of All Funds
3.96%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.21%
New
53
Increased
148
Reduced
61
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$197M
2
SWA
2
Stratos Wealth Advisors
Ohio
$58.4M
3
HAS
3
Horizon Advisory Services
New York
$17.7M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$15.2M
5
SWM
5
Scissortail Wealth Management
Oklahoma
$10.9M

Top Sellers

1
GI
1
GLOBALT Investments
Georgia
$5.18M
2
UBS Group
2
UBS Group
Switzerland
$52.6M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$43.2M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$372M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
AWP
101
Accretive Wealth Partners
New Jersey
$2.88M 123,427 +20,305 +20%
AAIM
102
Asset Advisors Investment Management
Georgia
$2.88M 123,331 +4,930 +4%
FFS
103
Flavin Financial Services
Florida
$2.82M 120,780 +120,780 New
AIC
104
Archer Investment Corporation
Indiana
$2.8M 120,017 +116,122 +2,981%
SWM
105
Stockman Wealth Management
Montana
$2.75M 118,060 +8,097 +7%
Creative Planning
106
Creative Planning
Kansas
$2.67M 114,702 +8,924 +8%
LF
107
Lantz Financial
Illinois
$2.57M 110,144 -6,794 -6%
PFBT
108
Parkside Financial Bank & Trust
Missouri
$2.54M 108,707 – –
OPS
109
Orion Portfolio Solutions
Nebraska
$2.43M 104,383 +104,383 New
BCI
110
Brinker Capital Investments
Pennsylvania
$2.43M 104,383 +104,383 New
SCM
111
SCS Capital Management
Massachusetts
$2.43M 104,121 +264 +0.3%
AF
112
Allworth Financial
California
$2.42M 103,760 +2,197 +2%
AI
113
Atria Investments
North Carolina
$2.34M 100,208 +90,219 +903%
RIA
114
Regal Investment Advisors
Michigan
$2.13M 91,371 +51,124 +127%
HCM
115
Howland Capital Management
Massachusetts
$2.13M 91,313 +28,209 +45%
PAG
116
Private Advisor Group
New Jersey
$2.12M 90,950 +378 +0.4%
PGA
117
Portland Global Advisors
Maine
$2.09M 89,781 +12,411 +16%
S
118
SignatureFD
Georgia
$2.08M 89,351 +89,351 New
SWP
119
Stratos Wealth Partners
Ohio
$1.96M 83,847 -998 -1%
GAM
120
Gould Asset Management
California
$1.95M 83,747 +4,345 +5%
AWG
121
Altus Wealth Group
Colorado
$1.85M 79,469 -4,362 -5%
TLFA
122
True Link Financial Advisors
California
$1.82M 77,987 +39,482 +103%
SWP
123
Summit Wealth Partners
Florida
$1.79M 76,665 -1,894 -2%
SOS
124
Silver Oak Securities
Tennessee
$1.77M 76,125 +21,544 +39%
SFB
125
STAR Financial Bank
Indiana
$1.75M 74,925 +4,060 +6%
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5
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