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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

294 hedge funds and large institutions have $1.71B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 142 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-4
Holders Change %
-1.34%
% of All Funds
3.99%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
24
Increased
142
Reduced
87
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$15.9M
2
AC
Apella Capital
Connecticut
+$12.6M
3
HPC
HM Payson & Co
Maine
+$8.87M
4
Bank of America
Bank of America
North Carolina
+$7.35M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$7.16M

Top Sellers

1
EP
Essential Planning
New Hampshire
-$195M
2
SL
Summitry LLC
California
-$39.9M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$15M
4
ATPW
Ashton Thomas Private Wealth
Arizona
-$11.6M
5
UBS Group
UBS Group
Switzerland
-$7.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
1
HM Payson & Co
Maine
$106M +$8.87M +379,620 +9%
Bank of America
2
Bank of America
North Carolina
$94.1M +$7.35M +314,307 +8%
Morgan Stanley
3
Morgan Stanley
New York
$90.6M +$4.35M +186,321 +5%
LPL Financial
4
LPL Financial
California
$70.3M +$15.9M +678,517 +29%
CIA
5
Capital Investment Advisors
Georgia
$64.2M -$1.23M -52,484 -2%
Wells Fargo
6
Wells Fargo
California
$61.3M -$3.55M -151,827 -5%
SWA
7
Stratos Wealth Advisors
Ohio
$57.3M -$1.25M -53,410 -2%
HBT
8
Hills Bank & Trust
Iowa
$51.4M +$746K +31,917 +1%
Raymond James Financial
9
Raymond James Financial
Florida
$48.2M +$1.04M +44,507 +2%
UBS Group
10
UBS Group
Switzerland
$45.6M -$7.08M -303,065 -13%
NA
11
NewEdge Advisors
Louisiana
$33.8M -$2.44M -104,419 -7%
Renaissance Technologies
12
Renaissance Technologies
New York
$32.3M +$3.97M +169,909 +14%
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
$29.8M -$2.9M -123,984 -9%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$28.2M -$15M -643,206 -35%
IWC
15
Integrated Wealth Concepts
Massachusetts
$27.2M -$2.06M -88,088 -7%
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.6M +$467K +20,002 +2%
CWM
17
Connecticut Wealth Management
Connecticut
$23.4M +$3.31M +141,687 +16%
Osaic Holdings
18
Osaic Holdings
Arizona
$20.9M +$1.63M +69,681 +8%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$18.8M +$567K +24,244 +3%
HAS
20
Horizon Advisory Services
New York
$18.2M +$427K +18,292 +2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$18M +$5.26M +225,046 +41%
DP
22
Denver PWM
Colorado
$16.4M +$1.86M +79,562 +13%
MIM
23
Moseley Investment Management
Florida
$16M +$62.3K +2,667 +0.4%
KF
24
Krilogy Financial
Missouri
$15.9M +$1.31M +56,068 +9%
CTC
25
Central Trust Company
Missouri
$15.9M -$926K -39,641 -6%
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