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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 %
KWM
201
KFG Wealth Management
Indiana
$316K +$316K +13,508 New
PTC
202
Private Trust Company
Ohio
$315K – – –
MWM
203
Mascoma Wealth Management
New Hampshire
$314K +$101K +4,322 +48%
HC
204
Hara Capital
Washington
$306K -$51.5K -2,200 -14%
VCA
205
Verdence Capital Advisors
Maryland
$295K – – –
MAS
206
Madden Advisory Services
Florida
$278K +$24.2K +1,034 +10%
LWANC
207
Laurel Wealth Advisors (North Carolina)
North Carolina
$274K +$2.39K +102 +0.9%
BSTWA
208
Blake Schutter Theil Wealth Advisors
Ohio
$269K +$269K +11,489 New
EW
209
Evexia Wealth
Wisconsin
$267K +$37.9K +1,627 +17%
FCM
210
Fortis Capital Management
Washington
$262K -$307K -13,123 -54%
Empower Advisory Group
211
Empower Advisory Group
Colorado
$252K – – –
AT
212
American Trust
Kentucky
$252K +$252K +10,757 New
AWM
213
AllSquare Wealth Management
New York
$252K – – –
MCM
214
Mattern Capital Management
Colorado
$247K +$13.4K +571 +6%
JSA
215
Jim Saulnier & Associates
Colorado
$246K +$246K +10,507 New
PGAM
216
Princeton Global Asset Management
New Jersey
$236K +$20.1K +860 +9%
SG
217
StoneX Group
New York
$236K +$236K +10,062 New
BAM
218
Beaumont Asset Management
Texas
$234K -$25.2K -1,075 -10%
OIA
219
OneDigital Investment Advisors
Kansas
$234K – – –
AI
220
Atria Investments
North Carolina
$234K +$234K +9,989 New
DAS
221
Diversify Advisory Services
Utah
$234K – – –
RW
222
REDW Wealth
New Mexico
$230K -$23.4K -1,000 -9%
AWM
223
AE Wealth Management
Kansas
$216K -$80.3K -3,428 -27%
RJT
224
Raymond James Trust
Florida
$214K +$214K +9,156 New
ACM
225
Advance Capital Management
Michigan
$212K +$2.32K +99 +1%
7 8
9
10 11