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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

247 hedge funds and large institutions have $1.82B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 131 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 59

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

5% more capital invested

Capital invested by funds: $1.73B → $1.82B (+$88.9M)

5% more funds holding

Funds holding: 235247 (+12)

0.2% less ownership

Funds ownership: 78.31%78.12% (-0.2%)

Holders
247
Holders Change
+12
Holders Change %
+5.11%
% of All Funds
3.57%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
29
Increased
131
Reduced
59
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$6.05M -$1.01M -43,579 -14%
APW
52
Atlantic Private Wealth
North Carolina
$5.57M +$1.49M +64,315 +37%
SB
53
Strategic Blueprint
Georgia
$5.48M +$602K +25,997 +12%
AWS
54
Atria Wealth Solutions
New York
$5.45M +$3.52M +151,752 +183%
GI
55
Gradient Investments
Minnesota
$5.37M -$531K -22,917 -9%
SA
56
Sanctuary Advisors
Indiana
$5.36M +$5.36M +231,245 New
OAM
57
Oppenheimer Asset Management
New York
$5.03M +$408K +17,623 +9%
LCM
58
Lunt Capital Management
Utah
$4.83M +$197K +8,499 +4%
ADL
59
Asset Dedication LLC
California
$4.75M +$4.74M +204,655 New
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$4.73M -$18.5K -799 -0.4%
EIA
61
Eldridge Investment Advisors
New Hampshire
$4.55M +$3.16M +136,289 +228%
PAS
62
Park Avenue Securities
New York
$4.44M -$2.36K -102 -0.1%
KOMWMG
63
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.27M +$655K +28,281 +18%
PA
64
PSI Advisors
Florida
$4.24M +$3.01M +129,986 +246%
BCM
65
Brookstone Capital Management
Illinois
$4.18M +$1.16M +50,209 +39%
SWM
66
Shelton Wealth Management
Texas
$4.14M +$1.28M +55,220 +45%
WANY
67
Wealthspire Advisors (New York)
New York
$4.13M +$434K +18,715 +12%
KAS
68
Kestra Advisory Services
Texas
$4.1M +$2.69M +116,030 +191%
OFS
69
OneAscent Financial Services
Alabama
$3.92M +$635K +27,402 +19%
GRP
70
Global Retirement Partners
California
$3.92M +$8.55K +369 +0.2%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$3.88M +$233K +10,046 +6%
DADC
72
D.A. Davidson & Co
Montana
$3.86M +$284K +12,251 +8%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$3.73M +$2.78M +119,837 +65%
BFO
74
Boston Family Office
Massachusetts
$3.69M +$1.47M +63,304 +66%
LIM
75
Leavell Investment Management
Alabama
$3.67M +$330K +14,254 +10%

IBTF Hedge Fund Activity: Q2 2024 in Review

247 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q2 2024, worth a combined $1.82B — up 5.1% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IBTF positions and 14 closed out — a net gain of 15 holders — while 131 added to existing stakes and 59 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $35.3M. The largest seller was Royal Bank of Canada, cutting an estimated $24.2M.

  • 247 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q2 2024, up from 235 in Q1 2024.
  • Funds reported $1.82B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q2 2024, up 5.1% quarter-over-quarter.
  • 29 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q2 2024 and 14 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q2 2024 was CAPTRUST Financial Advisors, an estimated $35.3M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q2 2024 was Royal Bank of Canada, an estimated $24.2M sold.

Based on aggregated 13F filings for Q2 2024.