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IBTF

iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Delisted

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

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247 hedge funds and large institutions have $1.82B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 131 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 59

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

15% more funds holding in top 10

Funds holding in top 10: 13 → 15 (+2)

5% more capital invested

Capital invested by funds: $1.73B → $1.82B (+$88.9M)

5% more funds holding

Funds holding: 235 → 247 (+12)

0.2% less ownership

Funds ownership: 78.31% → 78.12% (-0.2%)

Holders
247
Holders Change
+12
Holders Change %
+5.11%
% of All Funds
3.57%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
29
Increased
131
Reduced
59
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$35.3M
2
SWA
Stratos Wealth Advisors
Ohio
+$27.7M
3
DP
Denver PWM
Colorado
+$13.1M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$11.7M
5
HPC
HM Payson & Co
Maine
+$9.28M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$24.2M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$19.2M
3
UBS Group
UBS Group
Switzerland
-$7.82M
4
JP Morgan Chase
JP Morgan Chase
New York
-$5.61M
5
LFAS
Level Four Advisory Services
Texas
-$5.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
DP
26
Denver PWM
Colorado
$13.2M +$13.1M +567,571 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$12.8M +$2.33M +100,413 +22%
FCA
28
FinTrust Capital Advisors
South Carolina
$12.3M +$285K +12,323 +2%
CIC
29
Carnegie Investment Counsel
Ohio
$12.2M +$1.01M +43,521 +9%
ATPW
30
Ashton Thomas Private Wealth
Arizona
$12M -$601K -25,930 -5%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$11M -$278K -11,998 -2%
KF
32
Krilogy Financial
Missouri
$10.6M +$140K +6,037 +1%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$10.4M -$24.2M -1,044,059 -70%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$10.2M +$2.01M +86,975 +25%
RJA
35
Raymond James & Associates
Florida
$10M +$794K +34,265 +9%
SPIA
36
Steward Partners Investment Advisory
New York
$10M +$594K +25,636 +6%
SWM
37
Scissortail Wealth Management
Oklahoma
$9.67M +$149K +6,422 +2%
MFIM
38
Mesirow Financial Investment Management
Illinois
$9.32M -$582K -25,136 -6%
Lido Advisors
39
Lido Advisors
California
$9.29M -$1.23K -53 -0%
CTC
40
Central Trust Company
Missouri
$8.8M -$431K -18,617 -5%
DWA
41
Delta Wealth Advisors
Indiana
$8.33M +$2.6M +112,218 +45%
BWFA
42
Baltimore-Washington Financial Advisors
Maryland
$8.32M +$49.3K +2,130 +0.6%
MIM
43
Moseley Investment Management
Florida
$8.2M +$1.05M +45,244 +15%
MA
44
MKT Advisors
California
$8.17M +$1.74M +75,113 +27%
Financial Engines Advisors
45
Financial Engines Advisors
California
$7.68M -$1.01M -43,691 -12%
KTM
46
Keeler Thomas Management
Utah
$7.46M +$102K +4,409 +1%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$6.54M -$1.19M -51,160 -15%
MIG
48
McGuire Investment Group
Rhode Island
$6.42M +$473K +20,429 +8%
TCA
49
Transcend Capital Advisors
New Jersey
$6.35M +$2.59M +111,915 +69%
SCA
50
Snowden Capital Advisors
New York
$6.14M -$174K -7,511 -3%
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IBTF Hedge Fund Activity: Q2 2024 in Review

247 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q2 2024, worth a combined $1.82B — up 5.1% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IBTF positions and 14 closed out — a net gain of 15 holders — while 131 added to existing stakes and 59 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $35.3M. The largest seller was Royal Bank of Canada, cutting an estimated $24.2M.

  • 247 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q2 2024, up from 235 in Q1 2024.
  • Funds reported $1.82B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q2 2024, up 5.1% quarter-over-quarter.
  • 29 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q2 2024 and 14 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q2 2024 was CAPTRUST Financial Advisors, an estimated $35.3M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q2 2024 was Royal Bank of Canada, an estimated $24.2M sold.

Based on aggregated 13F filings for Q2 2024.