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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

307 hedge funds and large institutions have $1.48B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 110 increasing their positions, 122 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

3% more funds holding

Funds holding: 298307 (+9)

10% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 122

4.53% less ownership

Funds ownership: 77.72%73.19% (-4.5%)

15% less capital invested

Capital invested by funds: $1.74B → $1.48B (-$254M)

47% less funds holding in top 10

Funds holding in top 10: 158 (-7)

Holders
307
Holders Change
+9
Holders Change %
+3.02%
% of All Funds
4.04%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.11%
New
37
Increased
110
Reduced
122
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$6.62M -$23.1M -990,709 -78%
MCM
52
MAI Capital Management
Ohio
$6.56M -$16K -685 -0.2%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$6.34M +$1.35M +58,008 +27%
FA
54
Faithward Advisors
Pennsylvania
$6.09M -$332K -14,228 -5%
TWM
55
Trinity Wealth Management
Pennsylvania
$5.56M +$429K +18,394 +8%
SVWAG
56
Sound View Wealth Advisors Group
Georgia
$5.56M -$4.9M -210,142 -47%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$5.53M -$8.58M -367,827 -61%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$5.51M -$2.04M -87,531 -27%
4WM
59
49 Wealth Management
Texas
$5.47M -$1.65M -70,639 -23%
AWS
60
Atria Wealth Solutions
New York
$5.47M -$211K -9,025 -4%
CCM
61
Coldstream Capital Management
Washington
$5.4M +$780K +33,452 +17%
RIA
62
Regal Investment Advisors
Michigan
$5.37M +$48.6K +2,083 +0.9%
AAIM
63
Asset Advisors Investment Management
Georgia
$5.14M +$337K +14,452 +7%
AIC
64
Archer Investment Corporation
Indiana
$5.13M +$1.74M +74,470 +51%
MPPLM
65
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.13M +$121K +5,187 +2%
Ameriprise
66
Ameriprise
Minnesota
$5.11M -$168K -7,196 -3%
BAM
67
Belpointe Asset Management
Nevada
$5.11M +$3.92M +167,929 +331%
KTM
68
Keeler Thomas Management
Utah
$4.99M -$13.9K -597 -0.3%
HighTower Advisors
69
HighTower Advisors
Illinois
$4.98M -$137K -5,886 -3%
OAM
70
Oppenheimer Asset Management
New York
$4.97M -$56.3K -2,414 -1%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$4.86M +$82.3K +3,529 +2%
CCB
72
Country Club Bank
Missouri
$4.84M -$548K -23,506 -10%
Mariner
73
Mariner
Kansas
$4.74M +$1.03M +43,976 +28%
GI
74
Gradient Investments
Minnesota
$4.72M +$97.1K +4,163 +2%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$4.53M -$151K -6,493 -3%

IBTF Hedge Fund Activity: Q2 2025 in Review

307 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q2 2025, worth a combined $1.48B — down 15% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IBTF positions and 22 closed out — a net gain of 15 holders — while 110 added to existing stakes and 122 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $7.08M. The largest seller was Stratos Wealth Advisors, cutting an estimated $38.8M.

  • 307 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q2 2025, up from 298 in Q1 2025.
  • Funds reported $1.48B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q2 2025, down 15% quarter-over-quarter.
  • 37 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q2 2025 and 22 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q2 2025 was Goldman Sachs, an estimated $7.08M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q2 2025 was Stratos Wealth Advisors, an estimated $38.8M sold.

Based on aggregated 13F filings for Q2 2025.