iShares iBonds Dec 2025 Term Treasury ETF
IBTF
IBTF was delisted on the 15th of December, 2025.
235 hedge funds and large institutions have $1.73B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 132 increasing their positions, 48 reducing their positions, and 19 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 48
74% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 19
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
13% more capital invested
Capital invested by funds: $1.54B → $1.73B (+$195M)
5% more funds holding
Funds holding: 224 → 235 (+11)
6.83% less ownership
Funds ownership: 85.15% → 78.31% (-6.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HPC
HM Payson & Co
Portland,
Maine
|
+$69.7M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$39.2M |
| 3 |
SL
Summitry LLC
Foster City,
California
|
+$34.8M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$29.8M |
| 5 |
Rockefeller Capital Management
New York
|
+$22.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$82.1M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$19M |
| 3 |
JAG
Journey Advisory Group
Covington,
Kentucky
|
-$13.8M |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$8.08M |
| 5 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
-$2.91M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FA
251
Faithward Advisors
Lancaster,
Pennsylvania
| – | -$27.6K | -1,190 | Closed |
|
|
MSWM
252
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| – | -$19.9K | -856 | Closed |
|
|
PCM
253
Penserra Capital Management
Orinda,
California
| – | -$7K | -318 | Closed |
|
254
Citigroup
New York
| – | -$279 | -12 | Closed |
|
IBTF Hedge Fund Activity: Q1 2024 in Review
235 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q1 2024, worth a combined $1.73B — up 13% from $1.54B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new IBTF positions and 19 closed out — a net gain of 14 holders — while 132 added to existing stakes and 48 trimmed.
The largest buyer was HM Payson & Co, adding an estimated $69.7M. The largest seller was Morgan Stanley, cutting an estimated $82.1M.
- 235 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q1 2024, up from 224 in Q4 2023.
- Funds reported $1.73B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q1 2024, up 13% quarter-over-quarter.
- 33 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q1 2024 and 19 closed out, a net change of +14 holders.
- The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q1 2024 was HM Payson & Co, an estimated $69.7M added.
- The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q1 2024 was Morgan Stanley, an estimated $82.1M sold.
Based on aggregated 13F filings for Q1 2024.