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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 %
BEI
201
Benjamin Edwards Inc
Missouri
$450K -$2.06M -88,463 -82%
WWM
202
Whalen Wealth Management
Nevada
$436K +$111K +4,746 +34%
CIBC Private Wealth Group
203
CIBC Private Wealth Group
Georgia
$429K – – –
NG
204
Northstar Group
New York
$414K +$214K +9,165 +107%
CSP
205
Cary Street Partners
Virginia
$412K +$412K +17,650 New
RI
206
Rinkey Investments
California
$405K +$405K +17,366 New
EW
207
Evexia Wealth
Wisconsin
$405K +$138K +5,915 +52%
GEM
208
Global Endowment Management
North Carolina
$403K +$403K +17,270 New
WIA
209
World Investment Advisors
California
$389K +$676 +29 +0.2%
PB
210
Pinnacle Bancorp
Nebraska
$380K +$33.4K +1,432 +10%
CIM
211
Cambria Investment Management
California
$379K +$379K +16,240 New
EF
212
Empowered Funds
Pennsylvania
$379K +$379K +16,240 New
Comerica Bank
213
Comerica Bank
Texas
$367K +$170K +7,295 +87%
AC
214
Apella Capital
Connecticut
$355K +$5.11K +219 +1%
HNB
215
Huntington National Bank
Ohio
$348K – – –
AQR Capital Management
216
AQR Capital Management
Connecticut
$348K +$11.7K +500 +3%
JPMorgan Chase & Co
217
JPMorgan Chase & Co
New York
$325K +$252K +10,799 +342%
SC
218
Savant Capital
Illinois
$323K +$323K +13,845 New
CIAS
219
CFS Investment Advisory Services
New Jersey
$316K -$420 -18 -0.1%
PTC
220
Private Trust Company
Ohio
$314K – – –
RCA
221
Resonant Capital Advisors
Wisconsin
$313K -$14.7K -632 -4%
MWM
222
Mascoma Wealth Management
New Hampshire
$312K – – –
CAM
223
Costello Asset Management
Pennsylvania
$310K +$166K +7,103 +114%
CTA
224
Chesley Taft & Associates
Illinois
$308K +$308K +13,200 New
AWM
225
Apollon Wealth Management
South Carolina
$307K -$183K -7,827 -37%
7 8
9
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