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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

245 hedge funds and large institutions have $1.81B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 129 increasing their positions, 59 reducing their positions, and 14 closing their positions.

Holders
245
Holders Change
+12
Holders Change %
+5.15%
% of All Funds
3.56%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
29
Increased
129
Reduced
59
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$357M
2
SWA
2
Stratos Wealth Advisors
Ohio
$28M
3
DP
3
Denver PWM
Colorado
$13.2M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$37.4M
5
HPC
5
HM Payson & Co
Maine
$86.2M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$10.4M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$40.8M
3
UBS Group
3
UBS Group
Switzerland
$83.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$254K
5
LFAS
5
Level Four Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$357M 15,395,378 +1,524,719 +11%
Morgan Stanley
2
Morgan Stanley
New York
$86.3M 3,715,015 -76,802 -2%
HPC
3
HM Payson & Co
Maine
$86.2M 3,714,378 +400,469 +12%
UBS Group
4
UBS Group
Switzerland
$83.2M 3,582,091 -337,380 -9%
Bank of America
5
Bank of America
North Carolina
$77.9M 3,354,939 +187,686 +6%
Wells Fargo
6
Wells Fargo
California
$69.7M 2,999,963 -46,651 -2%
GI
7
GLOBALT Investments
Georgia
$61.5M 2,649,635 +11,512 +0.4%
CIA
8
Capital Investment Advisors
Georgia
$54.5M 2,349,030 +115,461 +5%
NA
9
NewEdge Advisors
Louisiana
$48.4M 2,085,864 -25,138 -1%
HBT
10
Hills Bank & Trust
Iowa
$48M 2,067,890 +129,007 +7%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$40.8M 1,757,395 -828,973 -32%
LPL Financial
12
LPL Financial
California
$37.8M 1,626,983 +177,647 +12%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$37.4M 1,611,977 +505,066 +46%
SL
14
Summitry LLC
California
$35.8M 1,541,155 +42,946 +3%
SWA
15
Stratos Wealth Advisors
Ohio
$28M 1,206,009 +1,197,333 +13,801%
IWC
16
Integrated Wealth Concepts
Massachusetts
$21.8M 940,887 +125,640 +15%
CCWA
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.8M 894,833 +83,975 +10%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$20M 860,068 -207,915 -19%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$16.8M 722,318 +43,018 +6%
Osaic Holdings
20
Osaic Holdings
Arizona
$16.7M 718,397 +229,138 +47%
Renaissance Technologies
21
Renaissance Technologies
New York
$15.9M 683,800 +92,261 +16%
MCM
22
MV Capital Management
Maryland
$15.5M 666,163 -1,828 -0.3%
CWM
23
Connecticut Wealth Management
Connecticut
$14.8M 636,366 +211,501 +50%
Mariner
24
Mariner
Kansas
$14.4M 621,384 -15,433 -2%
Stifel Financial
25
Stifel Financial
Missouri
$13.9M 597,915 +54,851 +10%
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