IBTF icon

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.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+28
Holders Change %
+10.41%
% of All Funds
3.95%
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 Holding Trade Value Shares
Change 		Shares
Change %
APW
126
Austin Private Wealth
Texas
$1.71M +$597K +25,597 +53%
IAA
127
Independent Advisor Alliance
North Carolina
$1.69M +$1.69M +72,293 New
AFG
128
Atomi Financial Group
New York
$1.66M +$1.66M +71,334 New
ABC
129
Associated Banc-Corp
Wisconsin
$1.66M +$24K +1,030 +1%
IAIM
130
International Assets Investment Management
Florida
$1.62M +$1.62M +69,463 New
TPCM
131
Templeton & Phillips Capital Management
Tennessee
$1.61M +$1.25M +53,800 +357%
RWP
132
Reliant Wealth Planning
Kentucky
$1.6M +$323K +13,869 +25%
MA
133
Montag & Associates
Georgia
$1.53M +$99.9K +4,282 +7%
BFG
134
Berger Financial Group
Minnesota
$1.51M +$967K +41,452 +178%
KPWS
135
Kestra Private Wealth Services
Texas
$1.47M -$341K -14,614 -19%
CPW
136
Crestmont Private Wealth
Texas
$1.47M +$861K +36,916 +142%
CFS
137
Cannon Financial Strategists
Georgia
$1.43M +$20.5K +878 +1%
PFM
138
Phillips Financial Management
Indiana
$1.42M +$18.8K +807 +1%
NG
139
Novem Group
New York
$1.39M +$1.39M +59,796 New
APP
140
Avantax Planning Partners
Iowa
$1.39M -$14.4K -619 -1%
FW
141
FullCircle Wealth
Texas
$1.37M -$43.8K -1,879 -3%
SPC
142
Sigma Planning Corp
Michigan
$1.37M +$104K +4,476 +8%
MML Investors Services
143
MML Investors Services
Massachusetts
$1.34M +$34.8K +1,490 +3%
LWL
144
Leo Wealth LLC
Texas
$1.29M -$2.04M -87,533 -61%
CCB
145
Country Club Bank
Missouri
$1.25M -$4.66K -200 -0.4%
SF
146
Safeguard Financial
Wisconsin
$1.25M +$120K +5,159 +11%
RWM
147
Riverchase Wealth Management
Texas
$1.22M +$1.22M +52,435 New
Kovitz Investment Group Partners
148
Kovitz Investment Group Partners
Illinois
$1.15M -$426K -18,254 -27%
KFAA
149
Klaas Financial Asset Advisors
Illinois
$1.1M +$300K +12,861 +37%
MBT
150
Montecito Bank & Trust
California
$1.06M -$232K -9,929 -18%
4 5
6
7 8