IBTF icon

iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

144 hedge funds and large institutions have $985M invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 75 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
144
Holders Change
+28
Holders Change %
+24.14%
% of All Funds
2.31%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
37
Increased
75
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$369M
2
Wells Fargo
2
Wells Fargo
California
$69.3M
3
FA
3
Faithward Advisors
Pennsylvania
$13.7M
4
JAG
4
Journey Advisory Group
Kentucky
$11.7M
5
MCM
5
MV Capital Management
Maryland
$11.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
SF
2
Synovus Financial
Georgia
$71.2M
3
T
3
TCWP
Ohio
$0
4
BCM
4
Brookstone Capital Management
Illinois
$755K
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$227K
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$369M 15,670,449 +2,766,923 +21%
Morgan Stanley
2
Morgan Stanley
New York
$86.3M 3,668,233 +74,445 +2%
SF
3
Synovus Financial
Georgia
$71.2M 3,026,614 -301,556 -9%
Wells Fargo
4
Wells Fargo
California
$69.3M 2,945,916 +895,125 +44%
Bank of America
5
Bank of America
North Carolina
$42.7M 1,815,357 +184,841 +11%
CIA
6
Capital Investment Advisors
Georgia
$37.8M 1,605,277 +147,727 +10%
Stifel Financial
7
Stifel Financial
Missouri
$15.9M 673,809 +24,059 +4%
GI
8
Gradient Investments
Minnesota
$15.4M 656,234 +335,365 +105%
FA
9
Faithward Advisors
Pennsylvania
$13.7M 580,443 +580,443 New
JAG
10
Journey Advisory Group
Kentucky
$11.7M 497,248 +497,248 New
MCM
11
MV Capital Management
Maryland
$11.3M 480,341 +480,341 New
NA
12
NewEdge Advisors
Louisiana
$10.3M 439,234 +57,382 +15%
CTC
13
Central Trust Company
Missouri
$10.3M 437,707 +68,321 +18%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$9.73M 413,462 +19,961 +5%
FCA
15
FinTrust Capital Advisors
South Carolina
$9.55M 410,135 – –
RI
16
Rinkey Investments
California
$9.27M 394,165 +263,940 +203%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$9.24M 392,713 -13,488 -3%
CIM
18
Confluence Investment Management
Missouri
$8.88M 377,589 +12,387 +3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$8.56M 363,734 +82,310 +29%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$7.79M 331,205 +321,472 +3,303%
IWC
21
Integrated Wealth Concepts
Massachusetts
$7.62M 323,913 +59,560 +23%
UBS Group
22
UBS Group
Switzerland
$7.05M 299,701 +222,474 +288%
LPL Financial
23
LPL Financial
California
$5.7M 242,164 +97,997 +68%
OAM
24
Oppenheimer Asset Management
New York
$5.51M 234,285 +234,285 New
KTM
25
Keeler Thomas Management
Utah
$5.24M 222,838 +194,058 +674%
1
2 3 4 5