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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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116 hedge funds and large institutions have $782M invested in iShares iBonds Dec 2025 Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 42 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,325% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 4

425% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 8

219% more capital invested

Capital invested by funds: $245M → $782M (+$537M)

81% more funds holding

Funds holding: 64 → 116 (+52)

5.74% less ownership

Funds ownership: 97.64% → 91.89% (-5.7%)

Holders
116
Holders Change
+52
Holders Change %
+81.25%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
57
Increased
42
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$300M
2
Morgan Stanley
Morgan Stanley
New York
+$83.5M
3
Wells Fargo
Wells Fargo
California
+$43.1M
4
Goldman Sachs
Goldman Sachs
New York
+$21.7M
5
FCA
FinTrust Capital Advisors
South Carolina
+$9.55M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.33M
2
APW
Atlantic Private Wealth
North Carolina
-$365K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$105K
4
Cerity Partners
Cerity Partners
New York
-$83.2K
5
SOS
Silver Oak Securities
Tennessee
-$61.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
76
Atria Wealth Solutions
New York
$292K +$292K +12,555 New
LA
77
LVW Advisors
New York
$275K – – –
CIAS
78
CFS Investment Advisory Services
New Jersey
$263K +$263K +11,289 New
AAS
79
Avantax Advisory Services
Texas
$263K +$263K +11,281 New
PJSIMP
80
P.J. Schmidt Investment Management (PJS)
Wisconsin
$260K +$260K +11,150 New
KAS
81
Kestra Advisory Services
Texas
$251K +$251K +10,792 New
FAAM
82
First Ascent Asset Management
Colorado
$249K +$249K +10,715 New
JFG
83
JDM Financial Group
Texas
$249K +$249K +10,715 New
FCM
84
Fortis Capital Management
Washington
$247K +$247K +10,615 New
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$227K +$201K +8,623 +777%
Cerity Partners
86
Cerity Partners
New York
$223K -$83.2K -3,574 -27%
GHA
87
Granite Harbor Advisors
Texas
$219K +$219K +9,411 New
GWP
88
Gateway Wealth Partners
Wisconsin
$205K +$205K +8,813 New
ABC
89
Associated Banc-Corp
Wisconsin
$205K +$205K +8,792 New
BMD
90
Better Money Decisions
New Mexico
$201K +$201K +8,630 New
SPIA
91
Steward Partners Investment Advisory
New York
$186K – – –
PIMG
92
Patriot Investment Management Group
Tennessee
$148K +$147K +6,305 New
MWM
93
Mascoma Wealth Management
New Hampshire
$119K +$20.5K +880 +21%
AF
94
Allworth Financial
California
$112K – – –
PA
95
PSI Advisors
Florida
$102K +$102K +4,380 New
BFEC
96
Benjamin F. Edwards & Company
Missouri
$96K -$55.2K -2,372 -37%
PTC
97
Private Trust Company
Ohio
$89K +$89.5K +3,843 New
FWM
98
Focused Wealth Management
New York
$83.3K +$83.3K +3,580 New
PFM
99
Phillips Financial Management
Indiana
$65.5K +$65.5K +2,813 New
HIA
100
Harbor Investment Advisory
Maryland
$58.2K – – –
1 2 3
4
5

IBTF Hedge Fund Activity: Q4 2022 in Review

116 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q4 2022, worth a combined $782M — up 219% from $245M a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new IBTF positions and 4 closed out — a net gain of 53 holders — while 42 added to existing stakes and 8 trimmed.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $300M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.33M sold.

  • 116 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q4 2022, up from 64 in Q3 2022.
  • Funds reported $782M of iShares iBonds Dec 2025 Term Treasury ETF stock for Q4 2022, up 219% quarter-over-quarter.
  • 57 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q4 2022 and 4 closed out, a net change of +53 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q4 2022 was CAPTRUST Financial Advisors, an estimated $300M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q4 2022 was Citadel Advisors, an estimated $2.33M sold.

Based on aggregated 13F filings for Q4 2022.