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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

224 hedge funds and large institutions have $1.54B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 107 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 15

224% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 33

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

25% more funds holding

Funds holding: 179224 (+45)

22% more capital invested

Capital invested by funds: $1.26B → $1.54B (+$277M)

3.16% more ownership

Funds ownership: 81.99%85.15% (+3.2%)

Holders
224
Holders Change
+45
Holders Change %
+25.14%
% of All Funds
3.27%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
64
Increased
107
Reduced
33
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$10.7M -$67.4K -2,916 -0.6%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$10.4M +$7.3M +315,856 +239%
CTC
28
Central Trust Company
Missouri
$9.49M +$357K +15,439 +4%
SWM
29
Scissortail Wealth Management
Oklahoma
$9.42M +$946K +40,899 +11%
MFIM
30
Mesirow Financial Investment Management
Illinois
$9.19M +$9.13M +394,792 New
Lido Advisors
31
Lido Advisors
California
$9.11M +$3.25M +140,484 +56%
CIC
32
Carnegie Investment Counsel
Ohio
$8.75M +$8.09M +349,956 +1,341%
SPIA
33
Steward Partners Investment Advisory
New York
$8.65M +$8.41M +363,667 +4,540%
KF
34
Krilogy Financial
Missouri
$8.1M +$2.2M +95,354 +38%
CIM
35
Confluence Investment Management
Missouri
$8.08M -$511K -22,114 -6%
RJA
36
Raymond James & Associates
Florida
$8.05M +$2.35M +101,788 +42%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$7.82M +$164K +7,075 +2%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$7.64M +$5.9M +255,179 +350%
Financial Engines Advisors
39
Financial Engines Advisors
California
$7.43M +$7.38M +319,329 New
HPC
40
HM Payson & Co
Maine
$7.39M +$7.33M +317,239 New
BWFA
41
Baltimore-Washington Financial Advisors
Maryland
$7.25M +$684K +29,604 +11%
MIM
42
Moseley Investment Management
Florida
$6.53M +$389K +16,843 +6%
KTM
43
Keeler Thomas Management
Utah
$6.25M -$47.9K -2,073 -0.8%
GI
44
Gradient Investments
Minnesota
$6.08M +$4.19M +181,026 +225%
SCA
45
Snowden Capital Advisors
New York
$5.63M +$80K +3,458 +1%
OAM
46
Oppenheimer Asset Management
New York
$5.16M -$108K -4,653 -2%
LFAS
47
Level Four Advisory Services
Texas
$4.81M +$321K +13,888 +7%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$4.73M +$443K +19,171 +10%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$4.58M +$2.63M +113,737 +137%
LCM
50
Lunt Capital Management
Utah
$4.45M +$909K +39,327 +26%

IBTF Hedge Fund Activity: Q4 2023 in Review

224 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q4 2023, worth a combined $1.54B — up 22% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new IBTF positions and 15 closed out — a net gain of 49 holders — while 107 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $76.2M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $139M.

  • 224 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q4 2023, up from 179 in Q3 2023.
  • Funds reported $1.54B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q4 2023, up 22% quarter-over-quarter.
  • 64 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q4 2023 and 15 closed out, a net change of +49 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q4 2023 was Morgan Stanley, an estimated $76.2M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q4 2023 was CAPTRUST Financial Advisors, an estimated $139M sold.

Based on aggregated 13F filings for Q4 2023.