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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 %
BAM
151
Belpointe Asset Management
Nevada
$1.19M -$2.19M -93,501 -65%
NG
152
Novem Group
New York
$1.11M -$286K -12,218 -20%
RFC
153
Regions Financial Corp
Alabama
$1.1M +$225K +9,635 +26%
LWL
154
Leo Wealth LLC
Texas
$1.09M -$208K -8,919 -16%
SWP
155
Summit Wealth Partners
Florida
$1.07M -$724K -30,975 -40%
SFB
156
STAR Financial Bank
Indiana
$1.05M -$696K -29,796 -40%
CCP
157
Carmel Capital Partners
California
$1.04M – – –
KIA
158
Knollwood Investment Advisory
Maryland
$1M – – –
BC
159
Barrett & Company
Rhode Island
$979K +$73.6K +3,150 +8%
EWM
160
Endowment Wealth Management
Wisconsin
$978K +$210K +8,972 +27%
HWM
161
Horizons Wealth Management
North Carolina
$973K -$13.6K -581 -1%
CPRC
162
Consolidated Portfolio Review Corp
New York
$972K +$125K +5,349 +15%
WAS
163
Wealth Advisory Solutions
Indiana
$941K +$54.3K +2,322 +6%
BFP
164
Beacon Financial Planning
Massachusetts
$937K -$82.7K -3,540 -8%
HFS
165
Hughes Financial Services
Virginia
$935K +$152K +6,537 +19%
WTA
166
Washington Trust Advisors
Massachusetts
$838K +$838K +35,842 New
EW
167
Element Wealth
Mississippi
$836K -$93.4K -3,996 -10%
TFS
168
Thoroughbred Financial Services
Tennessee
$832K +$73.8K +3,158 +10%
FFG
169
Foundry Financial Group
New Hampshire
$824K -$60.1K -2,573 -7%
RI
170
Rinkey Investments
California
$824K +$418K +17,880 +103%
PJSIMP
171
P.J. Schmidt Investment Management (PJS)
Wisconsin
$819K +$341K +14,591 +71%
GHA
172
Granite Harbor Advisors
Texas
$818K -$9.68K -414 -1%
FWM
173
Focused Wealth Management
New York
$780K +$14.8K +634 +2%
BL
174
Balentine LLC
Georgia
$780K +$754K +32,281 +3,003%
CIA
175
Compass Ion Advisors
Pennsylvania
$703K – – –
5 6
7
8 9