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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

300 hedge funds and large institutions have $1.36B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 104 increasing their positions, 123 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+7
Holders Change %
+2.39%
% of All Funds
4.02%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
37
Increased
104
Reduced
123
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$10.3M
2
Goldman Sachs
Goldman Sachs
New York
+$7.09M
3
UCFA
United Capital Financial Advisors
Texas
+$6.42M
4
OFS
OneAscent Financial Services
Alabama
+$6.01M
5
CWM
Connecticut Wealth Management
Connecticut
+$4.17M

Top Sellers

1
SWA
Stratos Wealth Advisors
Ohio
-$38.8M
2
Wells Fargo
Wells Fargo
California
-$35.3M
3
Renaissance Technologies
Renaissance Technologies
New York
-$32.3M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$23.1M
5
Raymond James Financial
Raymond James Financial
Florida
-$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
101
Atomi Financial Group
New York
$2.49M +$722K +30,906 +41%
EH
102
Equitable Holdings
New York
$2.48M -$66.1K -2,828 -3%
PGA
103
Portland Global Advisors
Maine
$2.47M +$147K +6,273 +6%
GRP
104
Global Retirement Partners
California
$2.35M +$2.35M +100,388 New
SCM
105
SCS Capital Management
Massachusetts
$2.32M +$4.63K +198 +0.2%
IA
106
IFG Advisory
Georgia
$2.28M -$179K -7,657 -7%
Creative Planning
107
Creative Planning
Kansas
$2.26M -$385K -16,488 -15%
PAG
108
Private Advisor Group
New Jersey
$2.17M -$408K -17,474 -16%
HNW
109
High Note Wealth
Minnesota
$2.17M +$2.17M +92,785 New
GAM
110
Gould Asset Management
California
$2.14M +$86.4K +3,700 +4%
AF
111
Allworth Financial
California
$2.14M -$195K -8,361 -8%
EP
112
Essential Planning
New Hampshire
$2.11M -$513K -21,973 -20%
TLFA
113
True Link Financial Advisors
California
$2.1M -$378K -16,162 -15%
KFAA
114
Klaas Financial Asset Advisors
Illinois
$2.1M -$158K -6,778 -7%
SOS
115
Silver Oak Securities
Tennessee
$2.05M -$111K -4,769 -5%
MCCA
116
Mill Creek Capital Advisors
Pennsylvania
$2.02M – – –
FDW
117
Fourth Dimension Wealth
Ohio
$1.94M +$1.34M +57,553 +225%
BCI
118
Brinker Capital Investments
Pennsylvania
$1.87M -$182K -7,805 -9%
CPW
119
Crestmont Private Wealth
Texas
$1.85M +$37.1K +1,588 +2%
TPCM
120
Templeton & Phillips Capital Management
Tennessee
$1.81M +$200K +8,563 +12%
DADC
121
D.A. Davidson & Co
Montana
$1.79M -$3.1M -132,637 -63%
ABC
122
Associated Banc-Corp
Wisconsin
$1.78M +$35.8K +1,533 +2%
APW
123
Austin Private Wealth
Texas
$1.77M +$115K +4,942 +7%
FW
124
FullCircle Wealth
Texas
$1.73M -$28.1K -1,206 -2%
SWP
125
Stratos Wealth Partners
Ohio
$1.71M -$226K -9,671 -12%
3 4
5
6 7