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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

IBTF was delisted on the 15th of December, 2025.

271 hedge funds and large institutions have $1.58B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 137 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 11

111% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 65

10% more funds holding

Funds holding: 247271 (+24)

2.33% less ownership

Funds ownership: 78.12%75.78% (-2.3%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

13% less capital invested

Capital invested by funds: $1.82B → $1.58B (-$238M)

Holders
271
Holders Change
+24
Holders Change %
+9.72%
% of All Funds
3.89%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
36
Increased
137
Reduced
65
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
226
Raymond James Trust
Florida
$214K +$213K +9,156 New
ACM
227
Advance Capital Management
Michigan
$212K +$2.31K +99 +1%
AGP
228
Autumn Glory Partners
Texas
$208K
WA
229
Waverly Advisors
Alabama
$203K -$4.52K -194 -2%
NG
230
Northstar Group
New York
$201K +$200K +8,595 New
Comerica Bank
231
Comerica Bank
Texas
$197K -$210 -9 -0.1%
WT
232
Washington Trust
Rhode Island
$171K -$132K -5,650 -44%
CAM
233
Costello Asset Management
Pennsylvania
$145K +$145K +6,210 New
EB
234
Eastern Bank
Massachusetts
$133K +$132K +5,668 New
SWC
235
Spectrum Wealth Counsel
Indiana
$115K
AIC
236
Archer Investment Corporation
Indiana
$91.2K +$25.9K +1,112 +40%
OLVIG
237
Oliver Lagore Vanvalin Investment Group
Michigan
$80.4K -$11.4K -490 -12%
JP Morgan Chase
238
JP Morgan Chase
New York
$73.9K -$181K -7,782 -71%
BWL
239
Bogart Wealth LLC
Virginia
$73K +$23 +1 +0%
UCB
240
United Community Bank
South Carolina
$72.6K
CT
241
Colonial Trust
South Carolina
$70.9K -$1.02K -44 -1%
ATS
242
Ashton Thomas Securities
New York
$60.5K +$60.2K +2,584 New
HIA
243
Harbor Investment Advisory
Maryland
$58.5K
LFG
244
Larson Financial Group
Missouri
$51.1K +$50.8K +2,180 New
CAL
245
Capital Analysts LLC
Pennsylvania
$46K
TCM
246
TD Capital Management
Tennessee
$45.4K +$489 +21 +1%
CA
247
Crewe Advisors
Utah
$42.9K
Bank of Montreal
248
Bank of Montreal
Ontario, Canada
$38.5K +$2.73K +117 +8%
SWM
249
Spire Wealth Management
Virginia
$33.4K -$75.2K -3,228 -69%
RF
250
Robbins Farley
New Hampshire
$32.2K

IBTF Hedge Fund Activity: Q3 2024 in Review

271 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q3 2024, worth a combined $1.58B — down 13% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IBTF positions and 11 closed out — a net gain of 25 holders — while 137 added to existing stakes and 65 trimmed.

The largest buyer was Moseley Investment Management, adding an estimated $7.17M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $300M.

  • 271 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q3 2024, up from 247 in Q2 2024.
  • Funds reported $1.58B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q3 2024, down 13% quarter-over-quarter.
  • 36 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q3 2024 and 11 closed out, a net change of +25 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q3 2024 was Moseley Investment Management, an estimated $7.17M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q3 2024 was CAPTRUST Financial Advisors, an estimated $300M sold.

Based on aggregated 13F filings for Q3 2024.