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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 %
SCM
201
Steele Capital Management
Iowa
$498K – – –
MWM
202
Modera Wealth Management
New Jersey
$491K +$290K +12,406 +144%
Cerity Partners
203
Cerity Partners
New York
$488K -$243K -10,398 -33%
BEI
204
Benjamin Edwards Inc
Missouri
$487K +$35.6K +1,522 +8%
Comerica Bank
205
Comerica Bank
Texas
$482K +$115K +4,911 +31%
FAC
206
Financial Advisory Corporation
Michigan
$475K +$475K +20,313 New
BCCM
207
Black Cypress Capital Management
Florida
$469K – – –
PS
208
Principal Securities
Iowa
$461K – – –
NG
209
Northstar Group
New York
$450K +$35.2K +1,506 +8%
SPC
210
Sigma Planning Corp
Michigan
$446K -$925K -39,565 -67%
BSG
211
Black Swift Group
Colorado
$432K -$52K -2,225 -11%
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$429K – – –
EW
213
Evexia Wealth
Wisconsin
$416K +$10.9K +467 +3%
CSP
214
Cary Street Partners
Virginia
$412K – – –
PCA
215
Prosperity Capital Advisors
Ohio
$405K -$66.2K -2,840 -14%
GEM
216
Global Endowment Management
North Carolina
$404K – – –
CIAS
217
CFS Investment Advisory Services
New Jersey
$395K +$78.5K +3,357 +25%
WIA
218
World Investment Advisors
California
$391K +$304 +13 +0.1%
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
$389K +$353K +15,094 +964%
Koshinski Asset Management
220
Koshinski Asset Management
Illinois
$373K – – –
PNC Financial Services Group
221
PNC Financial Services Group
Pennsylvania
$371K +$369K +15,801 +29,813%
T
222
Tableaux
Massachusetts
$369K +$369K +15,810 New
AQR Capital Management
223
AQR Capital Management
Connecticut
$349K – – –
PTC
224
Private Trust Company
Ohio
$327K +$13K +557 +4%
DWT
225
Dorsey & Whitney Trust
South Dakota
$325K -$679K -29,052 -68%
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9
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