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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
CWM
251
CarsonAllaria Wealth Management
Illinois
$28.2K +$28.1K +1,205 New
William Blair & Company
252
William Blair & Company
Illinois
$27K
HWM
253
Hemington Wealth Management
Virginia
$27K +$27.5K +1,182 New
BL
254
Balentine LLC
Georgia
$25.2K
PA
255
Parallel Advisors
California
$25.1K +$24.9K +1,070 New
KSB
256
Kennebec Savings Bank
Maine
$19.9K +$19.8K +849 New
FPB
257
First PREMIER Bank
South Dakota
$16K
AF
258
Advisornet Financial
Minnesota
$14.6K +$163 +7 +1%
MFS
259
Mattson Financial Services
Michigan
$13.7K
AWM
260
Abound Wealth Management
Tennessee
$13.5K +$13.4K +576 New
CFB
261
Cullen/Frost Bankers
Texas
$13.3K +$13.2K +567 New
DJSG
262
D.J. St. Germain
Massachusetts
$10.7K +$10.6K +455 New
FMP
263
Financial Management Professionals
Texas
$7K
TPW
264
Talon Private Wealth
Florida
$6.49K +$6.45K +277 New
SC
265
Stephens Consulting
Michigan
$6.21K +$70 +3 +1%
LWA
266
Lowe Wealth Advisors
Maryland
$5.32K -$97.9K -4,202 -95%
ACA
267
Aptus Capital Advisors
Alabama
$3.14K
PNC Financial Services Group
268
PNC Financial Services Group
Pennsylvania
$1.24K
BTI
269
Blue Trust Inc
Georgia
$1.15K +$1.14K +49 New
NRG
270
Nemes Rush Group
Michigan
$1.09K -$186 -8 -15%
Citigroup
271
Citigroup
New York
$843 +$722 +31 +620%
OFS
272
OneAscent Financial Services
Alabama
-$3.92M -168,893 Closed
SFC
273
Strategic Financial Concepts
Texas
-$2.89K -67,279 Closed
IAIM
274
International Assets Investment Management
Florida
-$762K -32,825 Closed
LSAG
275
Lake Street Advisors Group
New Hampshire
-$712K -30,665 Closed

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.