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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

269 hedge funds and large institutions have $1.57B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 136 increasing their positions, 65 reducing their positions, and 11 closing their positions.

Holders
269
Holders Change
+24
Holders Change %
+9.8%
% of All Funds
3.89%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
36
Increased
136
Reduced
65
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIM
1
Moseley Investment Management
Florida
$15.5M
2
AP
2
Americana Partners
Texas
$7.11M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$22.5M
4
LPL Financial
4
LPL Financial
California
$43.9M
5
4WM
5
49 Wealth Management
Texas
$4.96M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$10.7M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$59.3M
3
NA
3
NewEdge Advisors
Louisiana
$32.8M
4
Mariner
4
Mariner
Kansas
$3.3M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$32.3M
Name Market Value Shares Shares
Change 		Shares
Change %
HPC
1
HM Payson & Co
Maine
$90.1M 3,846,342 +131,964 +4%
UBS Group
2
UBS Group
Switzerland
$85.3M 3,644,184 +62,093 +2%
Morgan Stanley
3
Morgan Stanley
New York
$84.9M 3,624,853 -90,162 -2%
Bank of America
4
Bank of America
North Carolina
$82.4M 3,516,685 +161,746 +5%
Wells Fargo
5
Wells Fargo
California
$67.3M 2,873,372 -126,591 -4%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$59.3M 2,533,742 -12,861,636 -84%
GI
7
GLOBALT Investments
Georgia
$58.7M 2,506,964 -142,671 -5%
CIA
8
Capital Investment Advisors
Georgia
$56M 2,391,214 +42,184 +2%
HBT
9
Hills Bank & Trust
Iowa
$49.6M 2,117,812 +49,922 +2%
LPL Financial
10
LPL Financial
California
$43.9M 1,874,729 +247,746 +15%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$39.5M 1,686,025 +74,048 +5%
SL
12
Summitry LLC
California
$36.7M 1,566,302 +25,147 +2%
NA
13
NewEdge Advisors
Louisiana
$32.8M 1,398,485 -687,379 -33%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$32.3M 1,378,707 -378,688 -22%
SWA
15
Stratos Wealth Advisors
Ohio
$30.2M 1,287,817 +81,808 +7%
IWC
16
Integrated Wealth Concepts
Massachusetts
$25.8M 1,103,491 +162,604 +17%
Renaissance Technologies
17
Renaissance Technologies
New York
$22.5M 961,900 +278,100 +41%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21.8M 932,909 +38,076 +4%
Osaic Holdings
19
Osaic Holdings
Arizona
$17.5M 748,838 +30,441 +4%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$17M 724,327 +2,009 +0.3%
CWM
21
Connecticut Wealth Management
Connecticut
$16.9M 722,854 +86,488 +14%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$16.9M 720,571 +168,630 +31%
MIM
23
Moseley Investment Management
Florida
$15.5M 660,689 +307,709 +87%
MCM
24
MV Capital Management
Maryland
$15.4M 659,362 -6,801 -1%
Stifel Financial
25
Stifel Financial
Missouri
$15.1M 643,298 +45,383 +8%
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