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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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144 hedge funds and large institutions have $985M invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 75 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

477% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 13

429% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

26% more capital invested

Capital invested by funds: $782M → $985M (+$203M)

24% more funds holding

Funds holding: 116 → 144 (+28)

2.33% less ownership

Funds ownership: 91.89% → 89.57% (-2.3%)

Holders
144
Holders Change
+28
Holders Change %
+24.14%
% of All Funds
2.29%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
37
Increased
75
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$64.7M
2
Wells Fargo
Wells Fargo
California
+$20.9M
3
FA
Faithward Advisors
Pennsylvania
+$13.6M
4
JAG
Journey Advisory Group
Kentucky
+$11.6M
5
MCM
MV Capital Management
Maryland
+$11.2M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$22.1M
2
SF
Synovus Financial
Georgia
-$7.05M
3
T
TCWP
Ohio
-$3.86M
4
BCM
Brookstone Capital Management
Illinois
-$1.1M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$782K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
IFG Advisory
Georgia
$1.51M +$202K +8,644 +16%
APP
52
Avantax Planning Partners
Iowa
$1.51M +$32.7K +1,400 +2%
KOMWMG
53
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.42M +$167K +7,131 +13%
SWM
54
Stockman Wealth Management
Montana
$1.41M +$56.7K +2,425 +4%
MA
55
Montag & Associates
Georgia
$1.37M +$69.6K +2,980 +5%
SPC
56
Sigma Planning Corp
Michigan
$1.21M +$1.21M +51,590 New
SCI
57
Stableford Capital II
Arizona
$1.11M +$1.12M +47,868 New
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$1.11M -$165K -7,068 -13%
PFM
59
Phillips Financial Management
Indiana
$1.09M +$1.02M +43,547 +1,548%
SL
60
SWMG LLC
Texas
$1.08M +$1.08M +46,045 New
IA
61
IFP Advisors
Florida
$1.07M +$450K +19,246 +83%
BFG
62
Beacon Financial Group
Texas
$1.07M – – –
EH
63
Equitable Holdings
New York
$1.03M +$1.03M +43,895 New
ICG
64
InterOcean Capital Group
Tennessee
$1.02M +$693K +29,670 +219%
KIA
65
Knollwood Investment Advisory
Maryland
$1.01M – – –
EW
66
Element Wealth
Mississippi
$997K +$336K +14,372 +51%
SF
67
Safeguard Financial
Wisconsin
$995K -$131K -5,597 -12%
SWP
68
Summit Wealth Partners
Florida
$914K +$229K +9,812 +34%
LIM
69
Leavell Investment Management
Alabama
$852K +$441K +18,877 +109%
BFO
70
Boston Family Office
Massachusetts
$814K – – –
CCB
71
Country Club Bank
Missouri
$803K +$798K +34,169 New
BCM
72
Brookstone Capital Management
Illinois
$755K -$1.1M -47,010 -59%
4WM
73
4J Wealth Management
Virginia
$751K +$269K +11,500 +56%
SWM
74
Scissortail Wealth Management
Oklahoma
$737K +$732K +31,335 New
SVWAG
75
Sound View Wealth Advisors Group
Georgia
$652K – – –
1 2
3
4 5

IBTF Hedge Fund Activity: Q1 2023 in Review

144 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q1 2023, worth a combined $985M — up 26% from $782M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IBTF positions and 7 closed out — a net gain of 30 holders — while 75 added to existing stakes and 13 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $64.7M. The largest seller was Goldman Sachs, exiting entirely with an estimated $22.1M sold.

  • 144 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q1 2023, up from 116 in Q4 2022.
  • Funds reported $985M of iShares iBonds Dec 2025 Term Treasury ETF stock for Q1 2023, up 26% quarter-over-quarter.
  • 37 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q1 2023 and 7 closed out, a net change of +30 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q1 2023 was CAPTRUST Financial Advisors, an estimated $64.7M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q1 2023 was Goldman Sachs, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2023.