IBTF icon

iShares iBonds Dec 2025 Term Treasury ETF

224 hedge funds and large institutions have $1.54B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 107 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+45
Holders Change %
+25.14%
% of All Funds
3.28%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
64
Increased
107
Reduced
33
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC World Market
151
CIBC World Market
Ontario, Canada
$500K
KOC
152
Koss-Olinger Consulting
Florida
$494K +$255K +10,941 +106%
MCC
153
Money Concepts Capital
Florida
$486K -$23.2K -996 -5%
BC
154
Barrett & Company
Rhode Island
$485K -$629 -27 -0.1%
CCM
155
Coldstream Capital Management
Washington
$467K
AllianceBernstein
156
AllianceBernstein
Tennessee
$459K +$459K +19,712 New
PJSIMP
157
P.J. Schmidt Investment Management (PJS)
Wisconsin
$453K +$163K +6,992 +56%
CIBC Private Wealth Group
158
CIBC Private Wealth Group
Georgia
$428K
CFG
159
Cooper Financial Group
California
$424K +$222K +9,541 +110%
SPWM
160
Straight Path Wealth Management
Michigan
$412K +$412K +17,688 New
OFS
161
OneAscent Financial Services
Alabama
$393K +$393K +16,874 New
MWM
162
Mascoma Wealth Management
New Hampshire
$392K +$81.7K +3,508 +26%
CTA
163
Chesley Taft & Associates
Illinois
$389K +$93.1K +4,000 +31%
Koshinski Asset Management
164
Koshinski Asset Management
Illinois
$378K +$144K +6,186 +62%
SWMG
165
Signature Wealth Management Group
Georgia
$375K +$375K +16,092 New
SW
166
Simplicity Wealth
New Jersey
$367K +$92.5K +3,972 +34%
DSC
167
Duncker Streett & Co
Missouri
$362K
RCA
168
Resonant Capital Advisors
Wisconsin
$357K -$28.9K -1,241 -7%
CIAS
169
CFS Investment Advisory Services
New Jersey
$354K -$40.5K -1,737 -10%
BSG
170
Black Swift Group
Colorado
$353K +$353K +15,160 New
APS
171
American Planning Services
Florida
$335K +$335K +14,403 New
PS
172
Principal Securities
Iowa
$331K +$331K +14,197 New
WHCI
173
W.H. Cornerstone Investments
Massachusetts
$327K -$23.9K -1,027 -7%
BPA
174
Beacon Pointe Advisors
California
$324K +$95.9K +4,119 +42%
GHA
175
Granite Harbor Advisors
Texas
$318K -$6.33K -272 -2%