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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 %
Empower Advisory Group
201
Empower Advisory Group
Colorado
$250K +$250K +10,773 New
AWM
202
AllSquare Wealth Management
New York
$250K – – –
OIA
203
OneDigital Investment Advisors
Kansas
$232K +$232K +10,000 New
DAS
204
Diversify Advisory Services
Utah
$232K +$232K +10,000 New
MCM
205
Mattern Capital Management
Colorado
$231K +$4.11K +177 +2%
EW
206
Evexia Wealth
Wisconsin
$228K -$959K -41,254 -81%
PGAM
207
Princeton Global Asset Management
New Jersey
$214K -$40.2K -1,732 -16%
MWM
208
Mascoma Wealth Management
New Hampshire
$211K -$115K -4,970 -35%
ACM
209
Advance Capital Management
Michigan
$208K +$2.23K +96 +1%
AGP
210
Autumn Glory Partners
Texas
$207K +$6.04K +260 +3%
WA
211
Waverly Advisors
Alabama
$206K +$206K +8,856 New
BEI
212
Benjamin Edwards Inc
Missouri
$198K +$154K +6,643 +351%
Comerica Bank
213
Comerica Bank
Texas
$196K -$4.9K -211 -2%
TPCM
214
Templeton & Phillips Capital Management
Tennessee
$125K – – –
SWC
215
Spectrum Wealth Counsel
Indiana
$114K +$47.8K +2,060 +72%
SWM
216
Spire Wealth Management
Virginia
$108K – – –
LWA
217
Lowe Wealth Advisors
Maryland
$103K +$103K +4,429 New
OLVIG
218
Oliver Lagore Vanvalin Investment Group
Michigan
$91.1K -$211K -9,092 -70%
GIA
219
GHP Investment Advisors
Colorado
$76K – – –
BWL
220
Bogart Wealth LLC
Virginia
$72.3K +$70 +3 +0.1%
UCB
221
United Community Bank
South Carolina
$71.9K +$1.81K +78 +3%
CT
222
Colonial Trust
South Carolina
$71.3K +$139 +6 +0.2%
AIC
223
Archer Investment Corporation
Indiana
$64.6K +$54.6K +2,352 +546%
HIA
224
Harbor Investment Advisory
Maryland
$58.1K – – –
CAL
225
Capital Analysts LLC
Pennsylvania
$45K – – –
7 8
9
10 11