IBTF icon

iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

297 hedge funds and large institutions have $2.28B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 148 increasing their positions, 61 reducing their positions, and 20 closing their positions.

Holders
297
Holders Change
+28
Holders Change %
+10.41%
% of All Funds
3.96%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.21%
New
53
Increased
148
Reduced
61
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$197M
2
Raymond James Financial
2
Raymond James Financial
Florida
$47M
3
SWA
3
Stratos Wealth Advisors
Ohio
$58.4M
4
HAS
4
Horizon Advisory Services
New York
$17.7M
5
CP
5
Cornerstone Planning
North Carolina
$17.3M

Top Sellers

1
GI
1
GLOBALT Investments
Georgia
$5.18M
2
UBS Group
2
UBS Group
Switzerland
$52.6M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$43.2M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$372M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$372M 15,953 -457 -3%
EP
2
Essential Planning
New Hampshire
$197M 8,462,892 +8,333,058 +6,418%
HPC
3
HM Payson & Co
Maine
$96.5M 4,137,995 +291,653 +8%
Bank of America
4
Bank of America
North Carolina
$86.5M 3,710,523 +193,838 +6%
Morgan Stanley
5
Morgan Stanley
New York
$86M 3,689,903 +65,050 +2%
CIA
6
Capital Investment Advisors
Georgia
$65.3M 2,798,063 +406,849 +17%
Wells Fargo
7
Wells Fargo
California
$64.7M 2,775,516 -97,856 -3%
SWA
8
Stratos Wealth Advisors
Ohio
$58.4M 2,504,474 +1,216,657 +94%
LPL Financial
9
LPL Financial
California
$54.3M 2,329,584 +454,855 +24%
UBS Group
10
UBS Group
Switzerland
$52.6M 2,255,621 -1,388,563 -38%
HBT
11
Hills Bank & Trust
Iowa
$50.6M 2,168,442 +50,630 +2%
Raymond James Financial
12
Raymond James Financial
Florida
$47M 2,017,255 +2,017,255 New
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$43.2M 1,851,301 -682,441 -27%
SL
14
Summitry LLC
California
$39.9M 1,710,746 +144,444 +9%
NA
15
NewEdge Advisors
Louisiana
$36.1M 1,548,877 +150,392 +11%
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$32.6M 1,398,106 +19,399 +1%
IWC
17
Integrated Wealth Concepts
Massachusetts
$29.2M 1,251,806 +148,315 +13%
Renaissance Technologies
18
Renaissance Technologies
New York
$28.3M 1,213,300 +251,400 +26%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24M 1,031,266 +98,357 +11%
CWM
20
Connecticut Wealth Management
Connecticut
$20.1M 860,214 +137,360 +19%
Osaic Holdings
21
Osaic Holdings
Arizona
$19.2M 825,260 +76,422 +10%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$18.2M 780,734 +56,407 +8%
HAS
23
Horizon Advisory Services
New York
$17.7M 760,961 +760,961 New
CP
24
Cornerstone Planning
North Carolina
$17.3M 740,480 +740,480 New
CTC
25
Central Trust Company
Missouri
$16.8M 718,700 +306,968 +75%
1
2 3 4 5