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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

307 hedge funds and large institutions have $1.48B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 110 increasing their positions, 122 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

3% more funds holding

Funds holding: 298307 (+9)

10% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 122

4.53% less ownership

Funds ownership: 77.72%73.19% (-4.5%)

15% less capital invested

Capital invested by funds: $1.74B → $1.48B (-$254M)

47% less funds holding in top 10

Funds holding in top 10: 158 (-7)

Holders
307
Holders Change
+9
Holders Change %
+3.02%
% of All Funds
4.04%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.11%
New
37
Increased
110
Reduced
122
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
226
MONECO Advisors
Connecticut
$287K
PP
227
Prosperity Planning
Missouri
$279K
VWA
228
Visionary Wealth Advisors
Illinois
$275K +$275K +11,791 New
MCM
229
Mattern Capital Management
Colorado
$274K +$6.44K +276 +2%
FCM
230
Fortis Capital Management
Washington
$266K +$1.56K +67 +0.6%
RCA
231
Resonant Capital Advisors
Wisconsin
$266K
AT
232
American Trust
Kentucky
$265K
LWM
233
Liberty Wealth Management
California
$264K +$264K +11,297 New
MWM
234
Modern Wealth Management
Kansas
$258K +$258K +11,058 New
FPW
235
Flagship Private Wealth
Massachusetts
$255K +$4.11K +176 +2%
JSA
236
Jim Saulnier & Associates
Colorado
$253K +$2.66K +114 +1%
Empower Advisory Group
237
Empower Advisory Group
Colorado
$252K
FFA
238
Farther Finance Advisors
California
$251K +$111K +4,772 +80%
LWANC
239
Laurel Wealth Advisors (North Carolina)
North Carolina
$250K
JAG
240
Journey Advisory Group
Kentucky
$246K
PGAM
241
Princeton Global Asset Management
New Jersey
$244K +$210 +9 +0.1%
SPC
242
Sigma Planning Corp
Michigan
$244K -$202K -8,644 -45%
SA
243
SoundView Advisors
Washington
$241K
RFC
244
Regions Financial Corp
Alabama
$239K -$855K -36,655 -78%
WJA
245
Willis Johnson & Associates
Texas
$238K +$27.4K +1,176 +13%
Comerica Bank
246
Comerica Bank
Texas
$234K -$248K -10,609 -51%
AWM
247
AllSquare Wealth Management
New York
$234K
BAM
248
Beaumont Asset Management
Texas
$234K
HA
249
Hamel Associates
New Jersey
$234K +$233K +9,998 New
DAS
250
Diversify Advisory Services
Utah
$233K

IBTF Hedge Fund Activity: Q2 2025 in Review

307 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q2 2025, worth a combined $1.48B — down 15% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IBTF positions and 22 closed out — a net gain of 15 holders — while 110 added to existing stakes and 122 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $7.08M. The largest seller was Stratos Wealth Advisors, cutting an estimated $38.8M.

  • 307 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q2 2025, up from 298 in Q1 2025.
  • Funds reported $1.48B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q2 2025, down 15% quarter-over-quarter.
  • 37 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q2 2025 and 22 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q2 2025 was Goldman Sachs, an estimated $7.08M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q2 2025 was Stratos Wealth Advisors, an estimated $38.8M sold.

Based on aggregated 13F filings for Q2 2025.