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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

233 hedge funds and large institutions have $1.72B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 132 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+9
Holders Change %
+4.02%
% of All Funds
3.38%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
31
Increased
132
Reduced
48
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPC
HM Payson & Co
Maine
$77M
2
UBS Group
UBS Group
Switzerland
$91M
3
SL
Summitry LLC
California
$34.8M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$322M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$24.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$88.1M
2
Osaic Holdings
Osaic Holdings
Arizona
$11.4M
3
JAG
Journey Advisory Group
Kentucky
$0
4
CIM
Confluence Investment Management
Missouri
$0
5
GBWM
Granite Bay Wealth Management
New Hampshire
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
201
Prosperity Capital Advisors
Ohio
$239K +$239K +10,278 New
SOS
202
Silver Oak Securities
Tennessee
$229K -$358K -15,426 -61%
MCM
203
Mattern Capital Management
Colorado
$227K +$227K +9,787 New
ACM
204
Advance Capital Management
Michigan
$205K +$1.42K +61 +0.7%
SWA
205
Stratos Wealth Advisors
Ohio
$202K -$14.4K -619 -7%
Comerica Bank
206
Comerica Bank
Texas
$201K +$34.4K +1,480 +21%
AGP
207
Autumn Glory Partners
Texas
$201K – – –
TPCM
208
Templeton & Phillips Capital Management
Tennessee
$125K – – –
SWM
209
Spire Wealth Management
Virginia
$108K +$75K +3,228 +227%
GIA
210
GHP Investment Advisors
Colorado
$76K – – –
BWL
211
Bogart Wealth LLC
Virginia
$72.3K -$1.63K -70 -2%
CT
212
Colonial Trust
South Carolina
$71.2K – – –
UCB
213
United Community Bank
South Carolina
$70.2K +$70.2K +3,020 New
SWC
214
Spectrum Wealth Counsel
Indiana
$66.7K +$302 +13 +0.5%
WIC
215
Woodmont Investment Counsel
Tennessee
$66.2K +$66.2K +2,850 New
HIA
216
Harbor Investment Advisory
Maryland
$58.1K – – –
CAL
217
Capital Analysts LLC
Pennsylvania
$45K – – –
TCM
218
TD Capital Management
Tennessee
$44.1K +$302 +13 +0.7%
BEI
219
Benjamin Edwards Inc
Missouri
$44K +$19.6K +842 +80%
CA
220
Crewe Advisors
Utah
$42.5K – – –
Bank of Montreal
221
Bank of Montreal
Ontario, Canada
$35.1K +$35.1K +1,510 New
RF
222
Robbins Farley
New Hampshire
$32K – – –
BL
223
Balentine LLC
Georgia
$25K +$25K +1,075 New
FPB
224
First PREMIER Bank
South Dakota
$16K +$2.23K +97 +16%
AF
225
Advisornet Financial
Minnesota
$14.2K +$93 +4 +0.7%
7 8
9
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