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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

162 hedge funds and large institutions have $1.15B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 29

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

17% more capital invested

Capital invested by funds: $985M → $1.15B (+$165M)

13% more funds holding

Funds holding: 144162 (+18)

2.42% less ownership

Funds ownership: 89.57%87.15% (-2.4%)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
162
Holders Change
+18
Holders Change %
+12.5%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
30
Increased
85
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KTM
26
Keeler Thomas Management
Utah
$6.04M +$882K +37,705 +17%
KF
27
Krilogy Financial
Missouri
$5.52M +$568K +24,297 +11%
Jane Street
28
Jane Street
New York
$5.44M +$2.78M +118,905 +102%
OAM
29
Oppenheimer Asset Management
New York
$5.34M -$75.6K -3,232 -1%
Lido Advisors
30
Lido Advisors
California
$5.33M +$265K +11,339 +5%
RJA
31
Raymond James & Associates
Florida
$4.94M +$2.15M +91,974 +76%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.45M +$436K +18,628 +11%
DP
33
Denver PWM
Colorado
$4.43M +$340K +14,540 +8%
SCA
34
Snowden Capital Advisors
New York
$4.36M +$510K +21,831 +13%
LFAS
35
Level Four Advisory Services
Texas
$4.05M +$4.1M +175,285 New
HighTower Advisors
36
HighTower Advisors
Illinois
$3.96M -$236K -10,082 -6%
RI
37
Rinkey Investments
California
$3.9M -$5.28M -225,722 -57%
Mariner
38
Mariner
Kansas
$3.61M +$207K +8,861 +6%
RHP
39
Royal Harbor Partners
Texas
$3.54M +$483K +20,655 +16%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$3.44M +$367K +15,705 +12%
AWG
41
Altus Wealth Group
Colorado
$3.21M +$49.1K +2,102 +2%
Truist Financial
42
Truist Financial
North Carolina
$3.12M -$11.7K -499 -0.4%
CAN
43
Cetera Advisor Networks
California
$3.05M +$344K +14,728 +13%
LNC
44
Lincoln National Corp
Pennsylvania
$2.75M +$487K +20,808 +21%
Creative Planning
45
Creative Planning
Kansas
$2.66M -$90.9K -3,889 -3%
WANY
46
Wealthspire Advisors (New York)
New York
$2.4M +$328K +14,010 +16%
LB
47
Leo Brokerage
Texas
$2.39M +$463K +19,806 +24%
GSC
48
G&S Capital
Colorado
$2.2M +$17.8K +763 +0.8%
PAG
49
Private Advisor Group
New Jersey
$2.15M +$127K +5,444 +6%
GI
50
Gradient Investments
Minnesota
$2.09M -$13.2M -565,893 -86%

IBTF Hedge Fund Activity: Q2 2023 in Review

162 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q2 2023, worth a combined $1.15B — up 17% from $985M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IBTF positions and 12 closed out — a net gain of 18 holders — while 85 added to existing stakes and 29 trimmed.

The largest buyer was Colony Group, opening a new position worth an estimated $51.2M. The largest seller was Faithward Advisors, cutting an estimated $13.5M.

  • 162 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q2 2023, up from 144 in Q1 2023.
  • Funds reported $1.15B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q2 2023, up 17% quarter-over-quarter.
  • 30 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q2 2023 and 12 closed out, a net change of +18 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q2 2023 was Colony Group, an estimated $51.2M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q2 2023 was Faithward Advisors, an estimated $13.5M sold.

Based on aggregated 13F filings for Q2 2023.