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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
3.96%
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 %
CCP
151
Carmel Capital Partners
California
$1.04M – – –
4WM
152
4J Wealth Management
Virginia
$1.04M -$102K -4,388 -9%
BFP
153
Beacon Financial Planning
Massachusetts
$1.02M +$538K +23,069 +112%
MCCA
154
Mill Creek Capital Advisors
Pennsylvania
$1.01M – – –
DWT
155
Dorsey & Whitney Trust
South Dakota
$1M – – –
KIA
156
Knollwood Investment Advisory
Maryland
$1M – – –
HWM
157
Horizons Wealth Management
North Carolina
$984K +$39.8K +1,707 +4%
EW
158
Element Wealth
Mississippi
$928K +$3.82K +164 +0.4%
BC
159
Barrett & Company
Rhode Island
$903K +$68.8K +2,950 +8%
WAS
160
Wealth Advisory Solutions
Indiana
$885K +$29.8K +1,276 +3%
FFG
161
Foundry Financial Group
New Hampshire
$882K -$78K -3,345 -8%
BlackRock
162
BlackRock
New York
$873K +$873K +37,432 New
CFG
163
Cooper Financial Group
California
$870K +$57.3K +2,458 +7%
RFC
164
Regions Financial Corp
Alabama
$869K +$869K +37,261 New
CPRC
165
Consolidated Portfolio Review Corp
New York
$845K +$105K +4,511 +14%
GHA
166
Granite Harbor Advisors
Texas
$826K +$236K +10,109 +40%
SCA
167
Snowden Capital Advisors
New York
$813K -$26.7K -1,145 -3%
HFS
168
Hughes Financial Services
Virginia
$783K +$783K +33,597 New
EWM
169
Endowment Wealth Management
Wisconsin
$766K +$766K +32,857 New
FWM
170
Focused Wealth Management
New York
$764K +$3.31K +142 +0.4%
TFS
171
Thoroughbred Financial Services
Tennessee
$757K -$12.2K -522 -2%
FWM
172
Fairhaven Wealth Management
Illinois
$756K – – –
Cerity Partners
173
Cerity Partners
New York
$729K -$165K -7,062 -18%
CIA
174
Compass Ion Advisors
Pennsylvania
$702K – – –
CIBC World Market
175
CIBC World Market
Ontario, Canada
$700K +$200K +8,565 +40%
5 6
7
8 9