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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

224 hedge funds and large institutions have $1.54B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 107 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 15

224% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 33

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

25% more funds holding

Funds holding: 179224 (+45)

22% more capital invested

Capital invested by funds: $1.26B → $1.54B (+$277M)

3.16% more ownership

Funds ownership: 81.99%85.15% (+3.2%)

Holders
224
Holders Change
+45
Holders Change %
+25.14%
% of All Funds
3.27%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
64
Increased
107
Reduced
33
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KOMWMG
51
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.33M +$2.68M +115,832 +165%
AF
52
Allworth Financial
California
$3.83M +$3.27M +141,405 +610%
PAS
53
Park Avenue Securities
New York
$3.78M +$1.19M +51,359 +46%
PAG
54
Private Advisor Group
New Jersey
$3.72M +$548K +23,707 +17%
WANY
55
Wealthspire Advisors (New York)
New York
$3.52M +$298K +12,886 +9%
Truist Financial
56
Truist Financial
North Carolina
$3.41M -$109K -4,707 -3%
RHP
57
Royal Harbor Partners
Texas
$3.39M -$56.5K -2,444 -2%
UCFA
58
United Capital Financial Advisors
Texas
$3.38M +$3.36M +145,223 New
LWL
59
Leo Wealth LLC
Texas
$3.29M +$3.27M +141,336 New
AWG
60
Altus Wealth Group
Colorado
$3.26M +$105K +4,524 +3%
APW
61
Atlantic Private Wealth
North Carolina
$3.15M +$3.13M +135,512 New
LIM
62
Leavell Investment Management
Alabama
$3.1M +$1.03M +44,445 +50%
Creative Planning
63
Creative Planning
Kansas
$2.96M +$298K +12,900 +11%
GBWM
64
Granite Bay Wealth Management
New Hampshire
$2.91M
1WM
65
1858 Wealth Management
Ohio
$2.81M +$2.79M +120,651 New
SB
66
Strategic Blueprint
Georgia
$2.75M +$2.73M +118,194 New
TCA
67
Transcend Capital Advisors
New Jersey
$2.64M +$2.62M +113,300 New
EH
68
Equitable Holdings
New York
$2.54M +$452K +19,560 +22%
LNC
69
Lincoln National Corp
Pennsylvania
$2.41M -$296K -12,794 -11%
WP
70
WealthSource Partners
California
$2.41M +$2.02M +87,525 +543%
SF
71
Synovus Financial
Georgia
$2.25M -$65.2M -2,821,105 -97%
BCM
72
Brookstone Capital Management
Illinois
$2.24M +$909K +39,311 +69%
BFO
73
Boston Family Office
Massachusetts
$2.23M +$1.42M +61,387 +178%
AWM
74
AE Wealth Management
Kansas
$2.22M +$1.59M +68,829 +260%
HighTower Advisors
75
HighTower Advisors
Illinois
$2.22M -$1.51M -65,135 -41%

IBTF Hedge Fund Activity: Q4 2023 in Review

224 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q4 2023, worth a combined $1.54B — up 22% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new IBTF positions and 15 closed out — a net gain of 49 holders — while 107 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $76.2M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $139M.

  • 224 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q4 2023, up from 179 in Q3 2023.
  • Funds reported $1.54B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q4 2023, up 22% quarter-over-quarter.
  • 64 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q4 2023 and 15 closed out, a net change of +49 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q4 2023 was Morgan Stanley, an estimated $76.2M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q4 2023 was CAPTRUST Financial Advisors, an estimated $139M sold.

Based on aggregated 13F filings for Q4 2023.