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IBTF

iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Delisted

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

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301 hedge funds and large institutions have $2.29B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 149 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 20

140% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 62

45% more capital invested

Capital invested by funds: $1.58B → $2.29B (+$711M)

21% more funds holding in top 10

Funds holding in top 10: 14 → 17 (+3)

11.93% more ownership

Funds ownership: 75.78% → 87.71% (+12%)

11% more funds holding

Funds holding: 271 → 301 (+30)

Holders
301
Holders Change
+30
Holders Change %
+11.07%
% of All Funds
3.96%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.22%
New
55
Increased
149
Reduced
62
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EP
Essential Planning
New Hampshire
+$194M
2
SWA
Stratos Wealth Advisors
Ohio
+$28.4M
3
HAS
Horizon Advisory Services
New York
+$17.7M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$12.4M
5
SWM
Scissortail Wealth Management
Oklahoma
+$10.8M

Top Sellers

Rank Fund Capital Flow
1
GI
GLOBALT Investments
Georgia
-$53.3M
2
UBS Group
UBS Group
Switzerland
-$32.4M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$15.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.06M
5
Truist Financial
Truist Financial
North Carolina
-$3.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
226
Costello Asset Management
Pennsylvania
$310K +$166K +7,103 +114%
CTA
227
Chesley Taft & Associates
Illinois
$308K +$308K +13,200 New
AWM
228
Apollon Wealth Management
South Carolina
$307K -$183K -7,827 -37%
SAMC
229
Spectrum Asset Management (California)
California
$283K -$36.9K -1,584 -12%
MAS
230
Madden Advisory Services
Florida
$281K +$5.06K +217 +2%
BSTWA
231
Blake Schutter Theil Wealth Advisors
Ohio
$268K – – –
MCM
232
Mattern Capital Management
Colorado
$265K +$19.8K +850 +8%
SF
233
Synovus Financial
Georgia
$264K -$2.38M -101,905 -90%
FCM
234
Fortis Capital Management
Washington
$263K +$2.08K +89 +0.8%
Empower Advisory Group
235
Empower Advisory Group
Colorado
$251K – – –
AT
236
American Trust
Kentucky
$251K – – –
AWM
237
AllSquare Wealth Management
New York
$251K – – –
LWANC
238
Laurel Wealth Advisors (North Carolina)
North Carolina
$250K -$23.3K -1,000 -9%
JSA
239
Jim Saulnier & Associates
Colorado
$249K +$3.57K +153 +1%
SA
240
SoundView Advisors
Washington
$240K +$241K +10,320 New
PGAM
241
Princeton Global Asset Management
New Jersey
$235K +$280 +12 +0.1%
DAS
242
Diversify Advisory Services
Utah
$233K – – –
BAM
243
Beaumont Asset Management
Texas
$233K – – –
TIAA Trust, National Association
244
TIAA Trust, National Association
North Carolina
$233K +$233K +10,000 New
AWM
245
Aries Wealth Management
Maine
$228K -$132K -5,673 -37%
PP
246
Prosperity Planning
Missouri
$226K – – –
Truist Financial
247
Truist Financial
North Carolina
$226K -$3.23M -138,533 -93%
TC
248
TFR Capital
Texas
$224K +$224K +9,598 New
ACM
249
Advance Capital Management
Michigan
$214K +$3.08K +132 +1%
AGP
250
Autumn Glory Partners
Texas
$210K +$3.01K +129 +1%
8 9
10
11 12

IBTF Hedge Fund Activity: Q4 2024 in Review

301 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q4 2024, worth a combined $2.29B — up 45% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IBTF positions and 20 closed out — a net gain of 35 holders — while 149 added to existing stakes and 62 trimmed.

The largest buyer was Essential Planning, adding an estimated $194M. The largest seller was GLOBALT Investments, cutting an estimated $53.3M.

  • 301 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q4 2024, up from 271 in Q3 2024.
  • Funds reported $2.29B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q4 2024, up 45% quarter-over-quarter.
  • 55 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q4 2024 and 20 closed out, a net change of +35 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q4 2024 was Essential Planning, an estimated $194M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q4 2024 was GLOBALT Investments, an estimated $53.3M sold.

Based on aggregated 13F filings for Q4 2024.