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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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162 hedge funds and large institutions have $1.15B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 29

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

17% more capital invested

Capital invested by funds: $985M → $1.15B (+$165M)

13% more funds holding

Funds holding: 144 → 162 (+18)

2.42% less ownership

Funds ownership: 89.57% → 87.15% (-2.4%)

67% less funds holding in top 10

Funds holding in top 10: 6 → 2 (-4)

Holders
162
Holders Change
+18
Holders Change %
+12.5%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
30
Increased
85
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CG
Colony Group
Massachusetts
+$51.2M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$44.5M
3
FCH
Freestone Capital Holdings
Washington
+$42.9M
4
Wells Fargo
Wells Fargo
California
+$8.59M
5
Morgan Stanley
Morgan Stanley
New York
+$6.2M

Top Sellers

Rank Fund Capital Flow
1
FA
Faithward Advisors
Pennsylvania
-$13.5M
2
GI
Gradient Investments
Minnesota
-$13.2M
3
RI
Rinkey Investments
California
-$5.28M
4
RWP
Reliant Wealth Planning
Kentucky
-$4.13M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$2.03M +$841K +35,962 +70%
FTUS
52
Flow Traders U.S.
New York
$1.91M +$1.93M +82,714 New
LF
53
Lantz Financial
Illinois
$1.83M +$64.2K +2,745 +4%
Goldman Sachs
54
Goldman Sachs
New York
$1.77M +$1.79M +76,558 New
SWM
55
Stockman Wealth Management
Montana
$1.57M +$185K +7,899 +13%
KOMWMG
56
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.53M +$134K +5,717 +9%
IA
57
IFG Advisory
Georgia
$1.5M +$15.2K +649 +1%
APP
58
Avantax Planning Partners
Iowa
$1.48M +$818 +35 +0.1%
HF
59
HRT Financial
New York
$1.43M +$1.44M +61,612 New
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$1.42M +$326K +13,929 +29%
LIM
61
Leavell Investment Management
Alabama
$1.4M +$571K +24,406 +67%
EH
62
Equitable Holdings
New York
$1.38M +$364K +15,575 +35%
Citadel Advisors
63
Citadel Advisors
Florida
$1.35M +$1.37M +58,422 New
MA
64
Montag & Associates
Georgia
$1.35M – – –
CFS
65
Cannon Financial Strategists
Georgia
$1.27M +$1.28M +54,749 New
4WM
66
4J Wealth Management
Virginia
$1.17M +$440K +18,800 +59%
PFM
67
Phillips Financial Management
Indiana
$1.15M +$83K +3,551 +8%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$1.13M +$496K +21,208 +77%
SWP
69
Summit Wealth Partners
Florida
$1.07M +$175K +7,491 +19%
ICG
70
InterOcean Capital Group
Tennessee
$1.07M +$70.1K +3,000 +7%
EW
71
Element Wealth
Mississippi
$1.05M +$72.2K +3,090 +7%
BFG
72
Beacon Financial Group
Texas
$1.05M – – –
IA
73
IFP Advisors
Florida
$1.02M +$40K +1,710 +4%
CCB
74
Country Club Bank
Missouri
$1.02M +$232K +9,912 +29%
KIA
75
Knollwood Investment Advisory
Maryland
$992K – – –
1 2
3
4 5

IBTF Hedge Fund Activity: Q2 2023 in Review

162 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q2 2023, worth a combined $1.15B — up 17% from $985M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IBTF positions and 12 closed out — a net gain of 18 holders — while 85 added to existing stakes and 29 trimmed.

The largest buyer was Colony Group, opening a new position worth an estimated $51.2M. The largest seller was Faithward Advisors, cutting an estimated $13.5M.

  • 162 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q2 2023, up from 144 in Q1 2023.
  • Funds reported $1.15B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q2 2023, up 17% quarter-over-quarter.
  • 30 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q2 2023 and 12 closed out, a net change of +18 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q2 2023 was Colony Group, an estimated $51.2M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q2 2023 was Faithward Advisors, an estimated $13.5M sold.

Based on aggregated 13F filings for Q2 2023.