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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

144 hedge funds and large institutions have $985M invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 75 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

477% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 13

429% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

26% more capital invested

Capital invested by funds: $782M → $985M (+$203M)

24% more funds holding

Funds holding: 116144 (+28)

2.33% less ownership

Funds ownership: 91.89%89.57% (-2.3%)

Holders
144
Holders Change
+28
Holders Change %
+24.14%
% of All Funds
2.29%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
37
Increased
75
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
26
Lido Advisors
California
$5.15M +$5.11M +218,894 New
BWFA
27
Baltimore-Washington Financial Advisors
Maryland
$5.09M +$4.53M +193,680 +850%
KF
28
Krilogy Financial
Missouri
$5.04M +$567K +24,252 +13%
HighTower Advisors
29
HighTower Advisors
Illinois
$4.27M +$283K +12,114 +7%
DP
30
Denver PWM
Colorado
$4.17M +$2.03M +86,744 +95%
RWP
31
Reliant Wealth Planning
Kentucky
$4.13M -$18.5K -792 -0.4%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.09M +$895K +38,321 +28%
Osaic Holdings
33
Osaic Holdings
Arizona
$4.08M +$913K +39,063 +29%
SCA
34
Snowden Capital Advisors
New York
$3.92M +$276K +11,828 +8%
Mariner
35
Mariner
Kansas
$3.47M +$480K +20,527 +16%
AWG
36
Altus Wealth Group
Colorado
$3.21M +$3.19M +136,594 New
Truist Financial
37
Truist Financial
North Carolina
$3.19M -$286K -12,258 -8%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$3.13M +$954K +40,832 +44%
RHP
39
Royal Harbor Partners
Texas
$3.12M +$609K +26,056 +24%
RJA
40
Raymond James & Associates
Florida
$2.86M +$2.37M +101,224 +496%
Creative Planning
41
Creative Planning
Kansas
$2.8M +$73.5K +3,144 +3%
CAN
42
Cetera Advisor Networks
California
$2.75M +$360K +15,396 +15%
Jane Street
43
Jane Street
New York
$2.74M +$2.72M +116,469 New
LNC
44
Lincoln National Corp
Pennsylvania
$2.31M +$2.29M +98,097 New
GSC
45
G&S Capital
Colorado
$2.22M +$2.2M +94,186 New
WANY
46
Wealthspire Advisors (New York)
New York
$2.11M +$1.27M +54,494 +154%
PAG
47
Private Advisor Group
New Jersey
$2.06M +$2.04M +87,393 New
SCM
48
SevenOneSeven Capital Management
Pennsylvania
$2.05M +$2.04M +87,171 New
LB
49
Leo Brokerage
Texas
$1.97M +$1.95M +83,548 New
LF
50
Lantz Financial
Illinois
$1.8M +$1.79M +76,421 New

IBTF Hedge Fund Activity: Q1 2023 in Review

144 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q1 2023, worth a combined $985M — up 26% from $782M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IBTF positions and 7 closed out — a net gain of 30 holders — while 75 added to existing stakes and 13 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $64.7M. The largest seller was Goldman Sachs, exiting entirely with an estimated $22.1M sold.

  • 144 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q1 2023, up from 116 in Q4 2022.
  • Funds reported $985M of iShares iBonds Dec 2025 Term Treasury ETF stock for Q1 2023, up 26% quarter-over-quarter.
  • 37 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q1 2023 and 7 closed out, a net change of +30 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q1 2023 was CAPTRUST Financial Advisors, an estimated $64.7M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q1 2023 was Goldman Sachs, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2023.