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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 %
CFGA
176
Cambridge Financial Group (Arizona)
Arizona
$702K +$228K +9,759 +48%
CIBC World Market
177
CIBC World Market
Ontario, Canada
$702K – – –
KIM
178
Kestra Investment Management
Texas
$692K +$533K +22,803 +335%
CSIA
179
Conrad Siegel Investment Advisors
Pennsylvania
$691K +$1.99K +85 +0.3%
SF
180
Seek First
California
$691K +$691K +29,572 New
SWMG
181
Signature Wealth Management Group
Georgia
$633K +$103K +4,412 +19%
SAI
182
Savvy Advisors Inc
New York
$623K +$2.17K +93 +0.3%
BWM
183
BCS Wealth Management
Tennessee
$615K – – –
RFG
184
RFP Financial Group
Georgia
$602K +$602K +25,777 New
FDW
185
Fourth Dimension Wealth
Ohio
$597K -$39.3K -1,680 -6%
DSC
186
Duncker Streett & Co
Missouri
$592K – – –
BPA
187
Beacon Pointe Advisors
California
$570K -$25.8K -1,102 -4%
KWM
188
KFG Wealth Management
Indiana
$570K +$54K +2,310 +10%
SCA
189
Snowden Capital Advisors
New York
$570K -$245K -10,498 -30%
GS
190
GTS Securities
New York
$567K -$21.6K -923 -4%
HNB
191
Huntington National Bank
Ohio
$567K -$348K – –
CFG
192
Cooper Financial Group
California
$561K -$311K -13,327 -36%
PB
193
Pinnacle Bancorp
Nebraska
$555K +$175K +7,490 +46%
KOC
194
Koss-Olinger Consulting
Florida
$550K +$13.6K +582 +3%
SPWM
195
Straight Path Wealth Management
Michigan
$536K +$28.5K +1,220 +6%
CCA
196
Carrera Capital Advisors
Michigan
$517K +$3.58K +153 +0.7%
CBT
197
Crews Bank & Trust
Florida
$516K -$26.9K -1,150 -5%
CTWM
198
Cherry Tree Wealth Management
Minnesota
$512K -$82.6K -3,536 -14%
RW
199
RVW Wealth
California
$505K +$3.46K +148 +0.7%
EWA
200
ERTS Wealth Advisors
Michigan
$503K -$30.1K -1,290 -6%
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