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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

294 hedge funds and large institutions have $1.71B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 142 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-4
Holders Change %
-1.34%
% of All Funds
3.99%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
24
Increased
142
Reduced
87
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$15.9M
2
AC
Apella Capital
Connecticut
+$12.6M
3
HPC
HM Payson & Co
Maine
+$8.87M
4
Bank of America
Bank of America
North Carolina
+$7.35M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$7.16M

Top Sellers

1
EP
Essential Planning
New Hampshire
-$195M
2
SL
Summitry LLC
California
-$39.9M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$15M
4
ATPW
Ashton Thomas Private Wealth
Arizona
-$11.6M
5
UBS Group
UBS Group
Switzerland
-$7.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
126
Orion Portfolio Solutions
Nebraska
$2.05M -$388K -16,616 -16%
MCCA
127
Mill Creek Capital Advisors
Pennsylvania
$2.02M +$1M +42,885 +99%
SWP
128
Stratos Wealth Partners
Ohio
$1.94M -$18.2K -780 -0.9%
CPW
129
Crestmont Private Wealth
Texas
$1.81M +$342K +14,620 +23%
AFG
130
Atomi Financial Group
New York
$1.77M +$104K +4,454 +6%
FW
131
FullCircle Wealth
Texas
$1.77M +$394K +16,839 +29%
ABC
132
Associated Banc-Corp
Wisconsin
$1.74M +$80K +3,425 +5%
BFO
133
Boston Family Office
Massachusetts
$1.73M -$2.04M -87,252 -54%
APW
134
Austin Private Wealth
Texas
$1.66M -$58.4K -2,499 -3%
KPWS
135
Kestra Private Wealth Services
Texas
$1.66M +$186K +7,947 +13%
IAIM
136
International Assets Investment Management
Florida
$1.62M – – –
TPCM
137
Templeton & Phillips Capital Management
Tennessee
$1.61M – – –
R
138
Rebalance
California
$1.6M +$1.6M +68,277 New
MA
139
Montag & Associates
Georgia
$1.56M +$20.2K +865 +1%
BFG
140
Berger Financial Group
Minnesota
$1.53M +$12.6K +540 +0.8%
RWP
141
Reliant Wealth Planning
Kentucky
$1.45M -$160K -6,861 -10%
CFS
142
Cannon Financial Strategists
Georgia
$1.44M +$9.93K +425 +0.7%
PFM
143
Phillips Financial Management
Indiana
$1.43M +$11.7K +501 +0.8%
APP
144
Avantax Planning Partners
Iowa
$1.35M -$40.6K -1,739 -3%
SF
145
Safeguard Financial
Wisconsin
$1.35M +$98.8K +4,229 +8%
RWM
146
Riverchase Wealth Management
Texas
$1.31M +$83.2K +3,562 +7%
MML Investors Services
147
MML Investors Services
Massachusetts
$1.31M -$33.7K -1,440 -3%
4WM
148
4J Wealth Management
Virginia
$1.23M +$195K +8,350 +19%
MBT
149
Montecito Bank & Trust
California
$1.21M +$146K +6,250 +14%
GWM
150
Geneos Wealth Management
Colorado
$1.19M +$567K +24,273 +91%
4 5
6
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