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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
AWM
251
Alterna Wealth Management
Texas
$207K +$207K +8,865 New
SG
252
StoneX Group
New York
$206K -$28.3K -1,213 -12%
PFA
253
Portland Financial Advisors
New York
$206K +$206K +8,849 New
WA
254
Waverly Advisors
Alabama
$202K +$187 +8 +0.1%
MWM
255
Modera Wealth Management
New Jersey
$201K +$201K +8,601 New
WT
256
Washington Trust
Rhode Island
$170K – – –
AWM
257
AE Wealth Management
Kansas
$167K -$48K -2,059 -22%
FFA
258
Farther Finance Advisors
California
$161K -$1.07M -45,862 -87%
KIM
259
Kestra Investment Management
Texas
$159K +$159K +6,808 New
KBFS
260
Kohmann Bosshard Financial Services
Ohio
$147K +$147K +6,291 New
PWA
261
Physician Wealth Advisors
Utah
$136K +$136K +5,847 New
EB
262
Eastern Bank
Massachusetts
$132K – – –
SWC
263
Spectrum Wealth Counsel
Indiana
$114K -$1.14K -49 -1%
HC
264
Hara Capital
Washington
$88.9K -$216K -9,246 -71%
Fidelity Investments
265
Fidelity Investments
Massachusetts
$84K +$84.1K +3,604 New
WMS
266
Wealth Management Strategies
Pennsylvania
$82.1K +$8.22M +352,231 New
BWL
267
Bogart Wealth LLC
Virginia
$72.7K +$47 +2 +0.1%
CT
268
Colonial Trust
South Carolina
$70.6K – – –
HIA
269
Harbor Investment Advisory
Maryland
$58.3K – – –
OLVIG
270
Oliver Lagore Vanvalin Investment Group
Michigan
$54.1K -$26K -1,115 -32%
CAL
271
Capital Analysts LLC
Pennsylvania
$46K – – –
TCM
272
TD Capital Management
Tennessee
$45.9K +$676 +29 +1%
CA
273
Crewe Advisors
Utah
$42.7K – – –
BOJHT
274
Bank of Jackson Hole Trust
Wyoming
$42K +$42.1K +1,803 New
OPTFSNA
275
Old Point Trust & Financial Services N A
Virginia
$37.3K +$37.3K +1,600 New
9 10
11
12 13

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.