IBTF icon

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 %
PB
176
Pinnacle Bancorp
Nebraska
$390K – – –
BFP
177
Beacon Financial Planning
Massachusetts
$370K +$127K +5,480 +52%
RCA
178
Resonant Capital Advisors
Wisconsin
$356K – – –
HC
179
Hara Capital
Washington
$354K -$33.7K -1,451 -9%
Koshinski Asset Management
180
Koshinski Asset Management
Illinois
$350K -$31K -1,337 -8%
CSPIA
181
Cary Street Partners Investment Advisory
Virginia
$349K +$103K +4,418 +42%
AC
182
Apella Capital
Connecticut
$346K +$346K +14,912 New
WWM
183
Whalen Wealth Management
Nevada
$335K +$335K +14,435 New
Citadel Advisors
184
Citadel Advisors
Florida
$328K -$2.38M -102,585 -88%
SAMC
185
Spectrum Asset Management (California)
California
$324K +$3.69K +159 +1%
PTC
186
Private Trust Company
Ohio
$312K – – –
WT
187
Washington Trust
Rhode Island
$301K – – –
SOS
188
Silver Oak Securities
Tennessee
$300K +$71K +3,058 +31%
AQR Capital Management
189
AQR Capital Management
Connecticut
$300K +$300K +12,900 New
AWM
190
AE Wealth Management
Kansas
$293K +$293K +12,638 New
VCA
191
Verdence Capital Advisors
Maryland
$292K +$292K +12,578 New
Goldman Sachs
192
Goldman Sachs
New York
$291K -$712K -30,644 -71%
AWM
193
Apollon Wealth Management
South Carolina
$285K +$3.09K +133 +1%
V
194
ViaWealth
Kansas
$282K – – –
CIAS
195
CFS Investment Advisory Services
New Jersey
$275K -$510 -22 -0.2%
LWANC
196
Laurel Wealth Advisors (North Carolina)
North Carolina
$270K +$139 +6 +0.1%
BAM
197
Beaumont Asset Management
Texas
$257K +$257K +11,075 New
JPMorgan Chase & Co
198
JPMorgan Chase & Co
New York
$254K -$5.62M -242,160 -96%
MAS
199
Madden Advisory Services
Florida
$251K +$5.69K +245 +2%
RW
200
REDW Wealth
New Mexico
$251K -$3.48K -150 -1%
6 7
8
9 10