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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

233 hedge funds and large institutions have $1.72B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 132 increasing their positions, 48 reducing their positions, and 19 closing their positions.

Holders
233
Holders Change
+9
Holders Change %
+4.02%
% of All Funds
3.38%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
31
Increased
132
Reduced
48
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPC
1
HM Payson & Co
Maine
$77M
2
UBS Group
2
UBS Group
Switzerland
$91M
3
SL
3
Summitry LLC
California
$34.8M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$322M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$24.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$88.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$11.4M
3
JAG
3
Journey Advisory Group
Kentucky
$0
4
CIM
4
Confluence Investment Management
Missouri
$0
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$322M 13,870,659 +1,281,959 +10%
UBS Group
2
UBS Group
Switzerland
$91M 3,919,471 +1,685,376 +75%
Morgan Stanley
3
Morgan Stanley
New York
$88.1M 3,791,817 -3,532,233 -48%
HPC
4
HM Payson & Co
Maine
$77M 3,313,909 +2,996,670 +945%
Bank of America
5
Bank of America
North Carolina
$73.6M 3,167,253 +634,477 +25%
Wells Fargo
6
Wells Fargo
California
$70.8M 3,046,614 +30,706 +1%
GI
7
GLOBALT Investments
Georgia
$61.3M 2,638,123 -81,821 -3%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$60.1M 2,586,368 -78,968 -3%
CIA
9
Capital Investment Advisors
Georgia
$51.9M 2,233,569 +181,337 +9%
NA
10
NewEdge Advisors
Louisiana
$49M 2,111,002 +121,068 +6%
HBT
11
Hills Bank & Trust
Iowa
$45M 1,938,883 +385,592 +25%
SL
12
Summitry LLC
California
$34.8M 1,498,209 +1,498,209 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$34.7M 1,491,728 -109,838 -7%
LPL Financial
14
LPL Financial
California
$33.7M 1,449,336 +238,040 +20%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$25.7M 1,106,911 +116,044 +12%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$24.8M 1,067,983 +978,586 +1,095%
IWC
17
Integrated Wealth Concepts
Massachusetts
$18.9M 815,247 +237,776 +41%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$18.8M 810,858 +112,431 +16%
ICG
19
InterOcean Capital Group
Tennessee
$16.4M 706,251 +27,779 +4%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$15.8M 679,300 -68,501 -9%
MCM
21
MV Capital Management
Maryland
$15.5M 667,991 +9,342 +1%
Mariner
22
Mariner
Kansas
$14.8M 636,817 +42,604 +7%
Renaissance Technologies
23
Renaissance Technologies
New York
$13.7M 591,539 +83,739 +16%
ATPW
24
Ashton Thomas Private Wealth
Arizona
$12.6M 543,915 -550 -0.1%
Stifel Financial
25
Stifel Financial
Missouri
$12.6M 543,064 -5,910 -1%
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