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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

271 hedge funds and large institutions have $1.58B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 137 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 11

111% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 65

10% more funds holding

Funds holding: 247271 (+24)

2.33% less ownership

Funds ownership: 78.12%75.78% (-2.3%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

13% less capital invested

Capital invested by funds: $1.82B → $1.58B (-$238M)

Holders
271
Holders Change
+24
Holders Change %
+9.72%
% of All Funds
3.89%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
36
Increased
137
Reduced
65
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$14.8M -$5.34M -229,141 -27%
DP
27
Denver PWM
Colorado
$13.9M +$592K +25,430 +4%
CIC
28
Carnegie Investment Counsel
Ohio
$13.1M +$862K +36,994 +7%
FCA
29
FinTrust Capital Advisors
South Carolina
$12.7M +$219K +9,402 +2%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$12.3M +$1.94M +83,324 +19%
ATPW
31
Ashton Thomas Private Wealth
Arizona
$11.8M -$341K -14,621 -3%
KF
32
Krilogy Financial
Missouri
$11.4M +$642K +27,555 +6%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$10.9M +$3.82M +164,013 +54%
SWM
34
Scissortail Wealth Management
Oklahoma
$10.7M -$9.69M -415,887 -100%
RJA
35
Raymond James & Associates
Florida
$10.7M +$542K +23,266 +5%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$10.6M +$125K +5,365 +1%
DWA
37
Delta Wealth Advisors
Indiana
$10.1M +$1.72M +73,675 +21%
CTC
38
Central Trust Company
Missouri
$9.64M +$759K +32,563 +9%
MFIM
39
Mesirow Financial Investment Management
Illinois
$9.38M -$17.6K -756 -0.2%
SPIA
40
Steward Partners Investment Advisory
New York
$9.32M -$787K -33,776 -8%
MA
41
MKT Advisors
California
$9.2M +$957K +41,055 +12%
Lido Advisors
42
Lido Advisors
California
$9.01M -$362K -15,552 -4%
SB
43
Strategic Blueprint
Georgia
$8.75M +$3.2M +137,416 +58%
BWFA
44
Baltimore-Washington Financial Advisors
Maryland
$8.66M +$263K +11,309 +3%
Financial Engines Advisors
45
Financial Engines Advisors
California
$8.59M +$838K +35,958 +11%
SA
46
Sanctuary Advisors
Indiana
$8.54M +$3.14M +134,702 +58%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$7.77M +$1.16M +49,794 +18%
KTM
48
Keeler Thomas Management
Utah
$7.42M -$94.1K -4,037 -1%
AP
49
Americana Partners
Texas
$7.11M +$7.07M +303,574 New
EIA
50
Eldridge Investment Advisors
New Hampshire
$7.08M +$2.5M +107,229 +55%

IBTF Hedge Fund Activity: Q3 2024 in Review

271 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q3 2024, worth a combined $1.58B — down 13% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IBTF positions and 11 closed out — a net gain of 25 holders — while 137 added to existing stakes and 65 trimmed.

The largest buyer was Moseley Investment Management, adding an estimated $7.17M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $300M.

  • 271 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q3 2024, up from 247 in Q2 2024.
  • Funds reported $1.58B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q3 2024, down 13% quarter-over-quarter.
  • 36 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q3 2024 and 11 closed out, a net change of +25 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q3 2024 was Moseley Investment Management, an estimated $7.17M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q3 2024 was CAPTRUST Financial Advisors, an estimated $300M sold.

Based on aggregated 13F filings for Q3 2024.