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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

269 hedge funds and large institutions have $1.57B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 136 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+24
Holders Change %
+9.8%
% of All Funds
3.89%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
36
Increased
136
Reduced
65
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIM
1
Moseley Investment Management
Florida
$15.5M
2
AP
2
Americana Partners
Texas
$7.11M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$22.5M
4
LPL Financial
4
LPL Financial
California
$43.9M
5
4WM
5
49 Wealth Management
Texas
$4.96M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$10.7M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$59.3M
3
NA
3
NewEdge Advisors
Louisiana
$32.8M
4
Mariner
4
Mariner
Kansas
$3.3M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$32.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFP
176
Beacon Financial Planning
Massachusetts
$481K +$108K +4,616 +29%
APS
177
American Planning Services
Florida
$476K +$24.8K +1,061 +6%
PS
178
Principal Securities
Iowa
$471K +$30.7K +1,310 +7%
BCCM
179
Black Cypress Capital Management
Florida
$470K -$21.1K -900 -4%
SWMG
180
Signature Wealth Management Group
Georgia
$467K -$3.07K -131 -0.7%
CSPIA
181
Cary Street Partners Investment Advisory
Virginia
$454K +$102K +4,359 +29%
SPWM
182
Straight Path Wealth Management
Michigan
$443K -$24.1K -1,028 -5%
PJSIMP
183
P.J. Schmidt Investment Management (PJS)
Wisconsin
$439K -$50.4K -2,152 -10%
CIBC Private Wealth Group
184
CIBC Private Wealth Group
Georgia
$431K – – –
DSC
185
Duncker Streett & Co
Missouri
$399K – – –
DP
186
Dearborn Partners
Illinois
$391K +$391K +16,703 New
WIA
187
World Investment Advisors
California
$390K +$390K +16,670 New
Koshinski Asset Management
188
Koshinski Asset Management
Illinois
$384K +$30.4K +1,296 +9%
AWM
189
Aries Wealth Management
Maine
$362K -$66.2K -2,826 -15%
TPCM
190
Templeton & Phillips Capital Management
Tennessee
$353K +$227K +9,680 +179%
AC
191
Apella Capital
Connecticut
$351K +$2.59K +111 +0.7%
SW
192
Simplicity Wealth
New Jersey
$348K -$99.8K -4,261 -22%
PB
193
Pinnacle Bancorp
Nebraska
$348K -$45.7K -1,951 -12%
Goldman Sachs
194
Goldman Sachs
New York
$341K +$47.6K +2,032 +16%
AQR Capital Management
195
AQR Capital Management
Connecticut
$338K +$35.8K +1,527 +12%
Citadel Advisors
196
Citadel Advisors
Florida
$333K +$1.27K +54 +0.4%
RCA
197
Resonant Capital Advisors
Wisconsin
$329K -$29.5K -1,260 -8%
WWM
198
Whalen Wealth Management
Nevada
$327K -$10.9K -466 -3%
SAMC
199
Spectrum Asset Management (California)
California
$321K -$5.06K -216 -2%
CIAS
200
CFS Investment Advisory Services
New Jersey
$318K +$40K +1,704 +14%
6 7
8
9 10