We are live on ! Find out more
IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

116 hedge funds and large institutions have $782M invested in iShares iBonds Dec 2025 Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 42 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,325% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 4

425% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 8

219% more capital invested

Capital invested by funds: $245M → $782M (+$537M)

81% more funds holding

Funds holding: 64116 (+52)

5.74% less ownership

Funds ownership: 97.64%91.89% (-5.7%)

Holders
116
Holders Change
+52
Holders Change %
+81.25%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
57
Increased
42
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.16M +$2.48M +106,449 +365%
Osaic Holdings
27
Osaic Holdings
Arizona
$3.13M +$1.13M +48,515 +57%
RI
28
Rinkey Investments
California
$3.03M +$1.51K +65 +0%
Mariner
29
Mariner
Kansas
$2.95M +$2.64M +113,491 +851%
Creative Planning
30
Creative Planning
Kansas
$2.69M +$1.73M +74,524 +181%
RHP
31
Royal Harbor Partners
Texas
$2.48M +$253K +10,860 +11%
CAN
32
Cetera Advisor Networks
California
$2.37M +$2.37M +101,636 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.15M +$2.15M +92,213 New
DP
34
Denver PWM
Colorado
$2.12M +$2.12M +90,908 New
BCM
35
Brookstone Capital Management
Illinois
$1.85M +$635K +27,274 +53%
UBS Group
36
UBS Group
Switzerland
$1.8M +$1.42M +61,044 +377%
APP
37
Avantax Planning Partners
Iowa
$1.46M +$166K +7,115 +13%
SWM
38
Stockman Wealth Management
Montana
$1.34M +$1.34M +57,499 New
IA
39
IFG Advisory
Georgia
$1.29M +$1.29M +55,502 New
MA
40
Montag & Associates
Georgia
$1.29M +$1.29M +55,342 New
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$1.27M +$1.01M +43,434 +398%
KOMWMG
42
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.24M +$252K +10,837 +26%
SF
43
Safeguard Financial
Wisconsin
$1.11M +$521K +22,379 +88%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.1M +$84.4K +3,624 +8%
BFG
45
Beacon Financial Group
Texas
$1.06M +$1.06M +45,443 New
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$1M +$307K +13,183 +44%
KIA
47
Knollwood Investment Advisory
Maryland
$999K +$999K +42,900 New
WANY
48
Wealthspire Advisors (New York)
New York
$824K +$824K +35,381 New
BFO
49
Boston Family Office
Massachusetts
$804K +$805K +34,557 New
SWP
50
Summit Wealth Partners
Florida
$676K +$676K +29,043 New

IBTF Hedge Fund Activity: Q4 2022 in Review

116 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q4 2022, worth a combined $782M — up 219% from $245M a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new IBTF positions and 4 closed out — a net gain of 53 holders — while 42 added to existing stakes and 8 trimmed.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $300M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.33M sold.

  • 116 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q4 2022, up from 64 in Q3 2022.
  • Funds reported $782M of iShares iBonds Dec 2025 Term Treasury ETF stock for Q4 2022, up 219% quarter-over-quarter.
  • 57 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q4 2022 and 4 closed out, a net change of +53 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q4 2022 was CAPTRUST Financial Advisors, an estimated $300M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q4 2022 was Citadel Advisors, an estimated $2.33M sold.

Based on aggregated 13F filings for Q4 2022.