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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

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: 307301 (-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: 87 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
301
FSA Wealth Management
Massachusetts
$4.15K +$2.15K +92 +103%
CA
302
Clearstead Advisors
Ohio
$3.83K +$3.83K +164 New
BTI
303
Blue Trust Inc
Georgia
$2.13K
APW
304
Aventura Private Wealth
Florida
$117
Russell Investments Group
305
Russell Investments Group
United Kingdom
$5
CCWA
306
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$24.8M -1,061,348 Closed
OFS
307
OneAscent Financial Services
Alabama
-$11.2M -480,174 Closed
RIA
308
Regal Investment Advisors
Michigan
-$5.37M -229,726 Closed
APW
309
Atlantic Private Wealth
North Carolina
-$3.67M -156,985 Closed
BCI
310
Brinker Capital Investments
Pennsylvania
-$1.87M -79,962 Closed
BSG
311
Black Swift Group
Colorado
-$788K -33,750 Closed
FWM
312
Focused Wealth Management
New York
-$785K -33,605 Closed
SFG
313
Sovereign Financial Group
Connecticut
-$651K -27,884 Closed
CCP
314
Carmel Capital Partners
California
-$327K -14,000 Closed
SA
315
SoundView Advisors
Washington
-$241K -10,320 Closed
RFC
316
Regions Financial Corp
Alabama
-$239K -10,241 Closed
PWS
317
Precision Wealth Strategies
Missouri
-$227K -9,712 Closed
SFS
318
Sowell Financial Services
Arkansas
-$215K -9,200 Closed
SFB
319
STAR Financial Bank
Indiana
-$211K -9,046 Closed
Corient Private Wealth
320
Corient Private Wealth
Florida
-$203K -8,680 Closed
CAL
321
Capital Analysts LLC
Pennsylvania
-$46K -1,955 Closed
AGWCA
322
Annis Gardner Whiting Capital Advisors
Florida
-$20.3K -867 Closed
William Blair & Company
323
William Blair & Company
Illinois
-$19.4K -831 Closed
AAS
324
Ameritas Advisory Services
Nebraska
-$3.88K -166 Closed
NRG
325
Nemes Rush Group
Michigan
-$1.33K -57 Closed

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.