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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
3.95%
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 %
CSIA
176
Conrad Siegel Investment Advisors
Pennsylvania
$688K -$61.1K -2,618 -8%
FDW
177
Fourth Dimension Wealth
Ohio
$635K +$635K +27,215 New
SAI
178
Savvy Advisors Inc
New York
$620K +$620K +26,581 New
GWM
179
Geneos Wealth Management
Colorado
$619K +$80.7K +3,461 +15%
BWM
180
BCS Wealth Management
Tennessee
$614K – – –
BPA
181
Beacon Pointe Advisors
California
$595K +$53.6K +2,297 +10%
CTWM
182
Cherry Tree Wealth Management
Minnesota
$593K +$35K +1,501 +6%
DSC
183
Duncker Streett & Co
Missouri
$591K +$194K +8,322 +49%
GS
184
GTS Securities
New York
$588K -$171K -7,333 -23%
RPSA
185
Richard P. Slaughter Associates
Texas
$586K -$129K -5,517 -18%
CBT
186
Crews Bank & Trust
Florida
$541K +$541K +23,215 New
KOC
187
Koss-Olinger Consulting
Florida
$535K +$5.13K +220 +1%
EWA
188
ERTS Wealth Advisors
Michigan
$532K +$532K +22,809 New
SWMG
189
Signature Wealth Management Group
Georgia
$529K +$63.1K +2,707 +14%
KWM
190
KFG Wealth Management
Indiana
$515K +$200K +8,570 +63%
CCA
191
Carrera Capital Advisors
Michigan
$512K +$7.32K +314 +1%
CCM
192
Coldstream Capital Management
Washington
$509K +$26K +1,116 +5%
SPWM
193
Straight Path Wealth Management
Michigan
$506K +$64.7K +2,773 +15%
RW
194
RVW Wealth
California
$501K -$110K -4,725 -18%
SCM
195
Steele Capital Management
Iowa
$497K -$30K -1,286 -6%
BSG
196
Black Swift Group
Colorado
$483K -$284K -12,175 -37%
PJSIMP
197
P.J. Schmidt Investment Management (PJS)
Wisconsin
$477K +$39K +1,672 +9%
PCA
198
Prosperity Capital Advisors
Ohio
$472K -$58.1K -2,492 -11%
BCCM
199
Black Cypress Capital Management
Florida
$468K – – –
PS
200
Principal Securities
Iowa
$461K -$7.46K -320 -2%
6 7
8
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