We are live on ! Find out more
IBTF

iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Delisted

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

Back to rankings

301 hedge funds and large institutions have $1.37B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 107 increasing their positions, 127 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.04% more ownership

Funds ownership: 73.19% → 74.23% (+1%)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

2% less funds holding

Funds holding: 307 → 301 (-6)

8% less capital invested

Capital invested by funds: $1.48B → $1.37B (-$114M)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

16% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 127

Holders
301
Holders Change
-6
Holders Change %
-1.95%
% of All Funds
3.95%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
20
Increased
107
Reduced
127
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BAM
Belpointe Asset Management
Nevada
+$23.4M
2
HPC
HM Payson & Co
Maine
+$14.6M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$13.4M
4
LPL Financial
LPL Financial
California
+$9.99M
5
UCFA
United Capital Financial Advisors
Texas
+$8.16M

Top Sellers

Rank Fund Capital Flow
1
HBT
Hills Bank & Trust
Iowa
-$27.2M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$24.8M
3
SWA
Stratos Wealth Advisors
Ohio
-$17.9M
4
UBS Group
UBS Group
Switzerland
-$15.2M
5
NA
NewEdge Advisors
Louisiana
-$14.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
226
Prosperity Planning
Missouri
$279K – – –
MAM
227
McLean Asset Management
Virginia
$274K +$274K +11,765 New
MCM
228
Mattern Capital Management
Colorado
$274K – – –
FCM
229
Fortis Capital Management
Washington
$267K +$1.56K +67 +0.6%
LWM
230
Liberty Wealth Management
California
$267K +$2.82K +121 +1%
RCA
231
Resonant Capital Advisors
Wisconsin
$266K – – –
WJA
232
Willis Johnson & Associates
Texas
$266K +$27.8K +1,192 +12%
AT
233
American Trust
Kentucky
$265K – – –
PCIA
234
Prime Capital Investment Advisors
Kansas
$263K +$33.4K +1,433 +15%
CCM
235
Coldstream Capital Management
Washington
$261K -$5.13M -219,992 -95%
BCCM
236
Black Cypress Capital Management
Florida
$259K +$42K +1,800 +19%
FPW
237
Flagship Private Wealth
Massachusetts
$258K +$2.61K +112 +1%
JSA
238
Jim Saulnier & Associates
Colorado
$256K +$2.71K +116 +1%
Empower Advisory Group
239
Empower Advisory Group
Colorado
$252K – – –
WEG
240
World Equity Group
Illinois
$251K +$250K +10,727 New
LWANC
241
Laurel Wealth Advisors (North Carolina)
North Carolina
$248K -$2.33K -100 -0.9%
JAG
242
Journey Advisory Group
Kentucky
$247K – – –
PGAM
243
Princeton Global Asset Management
New Jersey
$245K +$210 +9 +0.1%
HA
244
Hamel Associates
New Jersey
$243K +$9.73K +417 +4%
SPC
245
Sigma Planning Corp
Michigan
$240K -$4.04K -173 -2%
AWM
246
AllSquare Wealth Management
New York
$234K – – –
BAM
247
Beaumont Asset Management
Texas
$234K – – –
DAS
248
Diversify Advisory Services
Utah
$233K – – –
WFMPM
249
Woodley Farra Manion Portfolio Management
Indiana
$231K +$140 +6 +0.1%
PWA
250
Physician Wealth Advisors
Utah
$229K +$887 +38 +0.4%
8 9
10
11 12

IBTF Hedge Fund Activity: Q3 2025 in Review

301 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q3 2025, worth a combined $1.37B — down 7.7% from $1.48B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IBTF and 20 opened new positions — a net loss of 2 holders — while 127 trimmed existing stakes and 107 added.

The largest buyer was Belpointe Asset Management, adding an estimated $23.4M. The largest seller was Hills Bank & Trust, cutting an estimated $27.2M.

  • 301 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q3 2025, down from 307 in Q2 2025.
  • Funds reported $1.37B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q3 2025, down 7.7% quarter-over-quarter.
  • 20 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q3 2025 and 22 closed out, a net change of -2 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q3 2025 was Belpointe Asset Management, an estimated $23.4M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q3 2025 was Hills Bank & Trust, an estimated $27.2M sold.

Based on aggregated 13F filings for Q3 2025.