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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.

New
Increased
Maintained
Reduced
Closed
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 %
FFA
126
Farther Finance Advisors
California
$1.1M -$56.9K -2,461 -5%
KFAA
127
Klaas Financial Asset Advisors
Illinois
$1.07M +$163K +7,014 +18%
EW
128
Element Wealth
Mississippi
$1.06M +$178K +7,679 +20%
CCP
129
Carmel Capital Partners
California
$1.03M -$2.82M -121,521 -73%
MCCA
130
Mill Creek Capital Advisors
Pennsylvania
$1.01M – – –
KIA
131
Knollwood Investment Advisory
Maryland
$996K – – –
HWM
132
Horizons Wealth Management
North Carolina
$935K -$198K -8,521 -17%
RIA
133
Regal Investment Advisors
Michigan
$934K -$55.6K -2,393 -6%
MCC
134
Money Concepts Capital
Florida
$929K +$431K +18,553 +86%
FFG
135
Foundry Financial Group
New Hampshire
$917K +$77.4K +3,335 +9%
MML Investors Services
136
MML Investors Services
Massachusetts
$916K +$336K +14,447 +58%
CFG
137
Cooper Financial Group
California
$903K +$6.69K +288 +0.7%
WAS
138
Wealth Advisory Solutions
Indiana
$840K +$29.3K +1,260 +4%
TFS
139
Thoroughbred Financial Services
Tennessee
$812K -$139 -6 -0%
IAIM
140
International Assets Investment Management
Florida
$762K +$142K +6,125 +23%
OPOWM
141
One Plus One Wealth Management
Florida
$751K +$751K +32,355 New
FWM
142
Focused Wealth Management
New York
$744K +$9.99K +430 +1%
LSAG
143
Lake Street Advisors Group
New Hampshire
$712K -$1.46K -63 -0.2%
CPRC
144
Consolidated Portfolio Review Corp
New York
$706K +$63.9K +2,754 +10%
FWM
145
Fairhaven Wealth Management
Illinois
$682K +$67.8K +2,918 +11%
CIA
146
Compass Ion Advisors
Pennsylvania
$674K – – –
SVWAG
147
Sound View Wealth Advisors Group
Georgia
$643K – – –
Cerity Partners
148
Cerity Partners
New York
$640K +$46 +2 +0%
RPSA
149
Richard P. Slaughter Associates
Texas
$628K -$253K -10,901 -29%
BC
150
Barrett & Company
Rhode Island
$618K +$2.69K +116 +0.4%
4 5
6
7 8