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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

179 hedge funds and large institutions have $1.26B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 92 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

171% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 34

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

10% more funds holding

Funds holding: 162179 (+17)

9% more capital invested

Capital invested by funds: $1.15B → $1.26B (+$109M)

5.17% less ownership

Funds ownership: 87.15%81.99% (-5.2%)

Holders
179
Holders Change
+17
Holders Change %
+10.49%
% of All Funds
2.84%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.1%
New
34
Increased
92
Reduced
34
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
51
Park Avenue Securities
New York
$2.56M +$1.87M +80,882 +270%
SPC
52
Sigma Planning Corp
Michigan
$2.38M +$363K +15,727 +18%
LF
53
Lantz Financial
Illinois
$2.08M +$253K +10,979 +14%
EH
54
Equitable Holdings
New York
$2.07M +$695K +30,117 +51%
LIM
55
Leavell Investment Management
Alabama
$2.05M +$654K +28,316 +47%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$1.92M +$506K +21,904 +36%
GI
57
Gradient Investments
Minnesota
$1.85M -$231K -10,011 -11%
ICG
58
InterOcean Capital Group
Tennessee
$1.82M +$750K +32,500 +70%
SWM
59
Stockman Wealth Management
Montana
$1.72M +$156K +6,743 +10%
OMC
60
Old Mission Capital
Illinois
$1.69M +$1.69M +73,201 New
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$1.68M +$1.46M +63,370 +663%
KOMWMG
62
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.62M +$95K +4,117 +6%
Jane Street
63
Jane Street
New York
$1.55M -$3.89M -168,411 -72%
IA
64
IFG Advisory
Georgia
$1.51M +$17.1K +740 +1%
APP
65
Avantax Planning Partners
Iowa
$1.48M
MA
66
Montag & Associates
Georgia
$1.35M
BCM
67
Brookstone Capital Management
Illinois
$1.31M +$416K +18,020 +46%
SWP
68
Summit Wealth Partners
Florida
$1.31M +$238K +10,302 +22%
CFS
69
Cannon Financial Strategists
Georgia
$1.28M +$12.8K +555 +1%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$1.23M +$99.3K +4,303 +9%
ABC
71
Associated Banc-Corp
Wisconsin
$1.22M +$423K +18,341 +53%
PFM
72
Phillips Financial Management
Indiana
$1.2M +$46.9K +2,030 +4%
KPWS
73
Kestra Private Wealth Services
Texas
$1.18M +$665K +28,823 +128%
SWP
74
Stratos Wealth Partners
Ohio
$1.15M +$1.15M +49,735 New
EP
75
Essential Planning
New Hampshire
$1.07M +$1.07M +46,188 New

IBTF Hedge Fund Activity: Q3 2023 in Review

179 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q3 2023, worth a combined $1.26B — up 9.5% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IBTF positions and 15 closed out — a net gain of 19 holders — while 92 added to existing stakes and 34 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $25.2M. The largest seller was Freestone Capital Holdings, exiting entirely with an estimated $42.5M sold.

  • 179 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q3 2023, up from 162 in Q2 2023.
  • Funds reported $1.26B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q3 2023, up 9.5% quarter-over-quarter.
  • 34 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q3 2023 and 15 closed out, a net change of +19 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q3 2023 was Osaic Holdings, an estimated $25.2M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q3 2023 was Freestone Capital Holdings, an estimated $42.5M sold.

Based on aggregated 13F filings for Q3 2023.