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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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116 hedge funds and large institutions have $782M invested in iShares iBonds Dec 2025 Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 42 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,325% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 4

425% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 8

219% more capital invested

Capital invested by funds: $245M → $782M (+$537M)

81% more funds holding

Funds holding: 64 → 116 (+52)

5.74% less ownership

Funds ownership: 97.64% → 91.89% (-5.7%)

Holders
116
Holders Change
+52
Holders Change %
+81.25%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
57
Increased
42
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$300M
2
Morgan Stanley
Morgan Stanley
New York
+$83.5M
3
Wells Fargo
Wells Fargo
California
+$43.1M
4
Goldman Sachs
Goldman Sachs
New York
+$21.7M
5
FCA
FinTrust Capital Advisors
South Carolina
+$9.55M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.33M
2
APW
Atlantic Private Wealth
North Carolina
-$365K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$105K
4
Cerity Partners
Cerity Partners
New York
-$83.2K
5
SOS
Silver Oak Securities
Tennessee
-$61.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
KTM
51
Keeler Thomas Management
Utah
$670K +$670K +28,780 New
EW
52
Element Wealth
Mississippi
$652K +$652K +28,007 New
SVWAG
53
Sound View Wealth Advisors Group
Georgia
$645K +$645K +27,702 New
IA
54
IFP Advisors
Florida
$584K +$481K +20,653 +795%
BWFA
55
Baltimore-Washington Financial Advisors
Maryland
$530K +$530K +22,776 New
RVPG
56
Relative Value Partners Group
$520K +$521K +22,358 New
RCA
57
Resonant Capital Advisors
Wisconsin
$493K +$54.3K +2,333 +12%
RJA
58
Raymond James & Associates
Florida
$475K +$475K +20,419 New
4WM
59
4J Wealth Management
Virginia
$475K +$97.5K +4,188 +26%
GAM
60
Gould Asset Management
California
$466K +$466K +20,035 New
WP
61
WealthSource Partners
California
$438K -$34.3K -1,475 -7%
BC
62
Barrett & Company
Rhode Island
$412K – – –
CA
63
Cetera Advisors
Colorado
$407K +$407K +17,503 New
LIM
64
Leavell Investment Management
Alabama
$404K +$404K +17,339 New
WHCI
65
W.H. Cornerstone Investments
Massachusetts
$403K -$6.45K -277 -2%
PAS
66
Park Avenue Securities
New York
$384K +$47.5K +2,040 +14%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$344K +$88K +3,782 +34%
CSIA
68
Conrad Siegel Investment Advisors
Pennsylvania
$339K +$339K +14,574 New
CPO
69
Cerity Partners OCIO
New York
$337K +$87.8K +3,770 +35%
ICG
70
InterOcean Capital Group
Tennessee
$316K +$316K +13,575 New
TFS
71
Thoroughbred Financial Services
Tennessee
$315K +$315K +13,536 New
MCC
72
Money Concepts Capital
Florida
$303K +$303K +13,010 New
BWM
73
BerganKDV Wealth Management
Minnesota
$299K +$141K +6,047 +89%
CW
74
CreativeOne Wealth
Kansas
$298K – – –
HWM
75
Horizons Wealth Management
North Carolina
$294K +$294K +12,645 New
1 2
3
4 5

IBTF Hedge Fund Activity: Q4 2022 in Review

116 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q4 2022, worth a combined $782M — up 219% from $245M a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new IBTF positions and 4 closed out — a net gain of 53 holders — while 42 added to existing stakes and 8 trimmed.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $300M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.33M sold.

  • 116 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q4 2022, up from 64 in Q3 2022.
  • Funds reported $782M of iShares iBonds Dec 2025 Term Treasury ETF stock for Q4 2022, up 219% quarter-over-quarter.
  • 57 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q4 2022 and 4 closed out, a net change of +53 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q4 2022 was CAPTRUST Financial Advisors, an estimated $300M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q4 2022 was Citadel Advisors, an estimated $2.33M sold.

Based on aggregated 13F filings for Q4 2022.