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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

179 hedge funds and large institutions have $1.26B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 92 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

171% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 34

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

10% more funds holding

Funds holding: 162179 (+17)

9% more capital invested

Capital invested by funds: $1.15B → $1.26B (+$109M)

5.17% less ownership

Funds ownership: 87.15%81.99% (-5.2%)

Holders
179
Holders Change
+17
Holders Change %
+10.49%
% of All Funds
2.84%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.1%
New
34
Increased
92
Reduced
34
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
26
Baltimore-Washington Financial Advisors
Maryland
$6.5M +$164K +7,092 +3%
KTM
27
Keeler Thomas Management
Utah
$6.19M +$230K +9,976 +4%
MIM
28
Moseley Investment Management
Florida
$6.08M +$6.09M +263,629 New
KF
29
Krilogy Financial
Missouri
$5.83M +$322K +13,935 +6%
Lido Advisors
30
Lido Advisors
California
$5.79M +$474K +20,522 +9%
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.76M +$1.31M +56,916 +30%
RJA
32
Raymond James & Associates
Florida
$5.63M +$697K +30,204 +14%
SCA
33
Snowden Capital Advisors
New York
$5.5M +$1.16M +50,045 +27%
OAM
34
Oppenheimer Asset Management
New York
$5.22M -$109K -4,737 -2%
DP
35
Denver PWM
Colorado
$4.67M +$249K +10,802 +6%
LFAS
36
Level Four Advisory Services
Texas
$4.45M +$405K +17,559 +10%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$4.24M +$4.03M +174,754 +1,924%
Mariner
38
Mariner
Kansas
$3.77M +$168K +7,268 +5%
HighTower Advisors
39
HighTower Advisors
Illinois
$3.7M -$248K -10,762 -6%
LCM
40
Lunt Capital Management
Utah
$3.5M +$3.5M +151,726 New
Truist Financial
41
Truist Financial
North Carolina
$3.49M +$373K +16,166 +12%
RHP
42
Royal Harbor Partners
Texas
$3.42M -$115K -4,992 -3%
WANY
43
Wealthspire Advisors (New York)
New York
$3.19M +$797K +34,517 +33%
PAG
44
Private Advisor Group
New Jersey
$3.15M +$1M +43,432 +47%
AWG
45
Altus Wealth Group
Colorado
$3.13M -$71.9K -3,113 -2%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$3.05M -$384K -16,614 -11%
ATPW
47
Ashton Thomas Private Wealth
Arizona
$2.98M +$2.98M +129,230 New
GBWM
48
Granite Bay Wealth Management
New Hampshire
$2.91M +$2.91M +126,000 New
LNC
49
Lincoln National Corp
Pennsylvania
$2.69M -$56.7K -2,458 -2%
Creative Planning
50
Creative Planning
Kansas
$2.64M -$16.6K -718 -0.6%

IBTF Hedge Fund Activity: Q3 2023 in Review

179 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q3 2023, worth a combined $1.26B — up 9.5% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IBTF positions and 15 closed out — a net gain of 19 holders — while 92 added to existing stakes and 34 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $25.2M. The largest seller was Freestone Capital Holdings, exiting entirely with an estimated $42.5M sold.

  • 179 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q3 2023, up from 162 in Q2 2023.
  • Funds reported $1.26B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q3 2023, up 9.5% quarter-over-quarter.
  • 34 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q3 2023 and 15 closed out, a net change of +19 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q3 2023 was Osaic Holdings, an estimated $25.2M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q3 2023 was Freestone Capital Holdings, an estimated $42.5M sold.

Based on aggregated 13F filings for Q3 2023.