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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 %
BWM
151
BCS Wealth Management
Tennessee
$611K – – –
FCM
152
Fortis Capital Management
Washington
$564K -$197K -8,484 -26%
TWM
153
Trinity Wealth Management
Pennsylvania
$556K +$3.53K +152 +0.6%
GHA
154
Granite Harbor Advisors
Texas
$554K +$13.2K +567 +2%
CTWM
155
Cherry Tree Wealth Management
Minnesota
$540K +$225K +9,709 +72%
GWM
156
Geneos Wealth Management
Colorado
$533K -$20.1K -866 -4%
SCM
157
Steele Capital Management
Iowa
$525K – – –
CSIA
158
Conrad Siegel Investment Advisors
Pennsylvania
$517K +$10K +432 +2%
Jane Street
159
Jane Street
New York
$511K +$511K +22,023 New
KOC
160
Koss-Olinger Consulting
Florida
$509K +$509K +21,924 New
CIBC World Market
161
CIBC World Market
Ontario, Canada
$498K – – –
BCCM
162
Black Cypress Capital Management
Florida
$487K +$20.9K +900 +4%
PJSIMP
163
P.J. Schmidt Investment Management (PJS)
Wisconsin
$486K +$10.4K +447 +2%
CCM
164
Coldstream Capital Management
Washington
$472K – – –
SWMG
165
Signature Wealth Management Group
Georgia
$466K +$5.32K +229 +1%
SPWM
166
Straight Path Wealth Management
Michigan
$463K +$16.3K +702 +4%
BPA
167
Beacon Pointe Advisors
California
$453K -$54.1K -2,328 -11%
PCA
168
Prosperity Capital Advisors
Ohio
$449K +$210K +9,040 +88%
APS
169
American Planning Services
Florida
$447K +$3.41K +147 +0.8%
SW
170
Simplicity Wealth
New Jersey
$444K +$34.6K +1,492 +8%
PS
171
Principal Securities
Iowa
$436K +$17.5K +754 +4%
CIBC Private Wealth Group
172
CIBC Private Wealth Group
Georgia
$427K – – –
AWM
173
Aries Wealth Management
Maine
$424K -$171K -7,367 -29%
CPW
174
Crestmont Private Wealth
Texas
$422K +$60.1K +2,589 +17%
DSC
175
Duncker Streett & Co
Missouri
$395K +$34K +1,464 +9%
5 6
7
8 9