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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

144 hedge funds and large institutions have $985M invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 75 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

477% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 13

429% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

26% more capital invested

Capital invested by funds: $782M → $985M (+$203M)

24% more funds holding

Funds holding: 116144 (+28)

2.33% less ownership

Funds ownership: 91.89%89.57% (-2.3%)

Holders
144
Holders Change
+28
Holders Change %
+24.14%
% of All Funds
2.29%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
37
Increased
75
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
76
Baird Financial Group
Wisconsin
$652K +$302K +12,920 +87%
TCFP
77
Treasure Coast Financial Planning
Florida
$600K +$596K +25,493 New
CPRC
78
Consolidated Portfolio Review Corp
New York
$565K +$561K +24,009 New
FWM
79
Focused Wealth Management
New York
$560K +$473K +20,238 +565%
FCM
80
Fortis Capital Management
Washington
$532K +$280K +11,999 +113%
ABC
81
Associated Banc-Corp
Wisconsin
$532K +$323K +13,802 +157%
RVPG
82
Relative Value Partners Group
$526K
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$524K +$520K +22,267 New
RCA
84
Resonant Capital Advisors
Wisconsin
$522K +$23.7K +1,016 +5%
BC
85
Barrett & Company
Rhode Island
$478K +$61.6K +2,635 +15%
PAS
86
Park Avenue Securities
New York
$473K +$83.8K +3,587 +22%
HWM
87
Horizons Wealth Management
North Carolina
$468K +$169K +7,227 +57%
WP
88
WealthSource Partners
California
$443K
CIAS
89
CFS Investment Advisory Services
New Jersey
$441K +$174K +7,433 +66%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$423K -$682K -29,168 -62%
CIBC Private Wealth Group
91
CIBC Private Wealth Group
Georgia
$402K
WHCI
92
W.H. Cornerstone Investments
Massachusetts
$398K -$6.05K -259 -2%
TFS
93
Thoroughbred Financial Services
Tennessee
$391K +$72.3K +3,093 +23%
CCM
94
Coldstream Capital Management
Washington
$386K +$383K +16,401 New
CA
95
Cetera Advisors
Colorado
$384K -$28K -1,199 -7%
CSPAM
96
Cary Street Partners Asset Management
Virginia
$383K +$381K +16,286 New
FAAM
97
First Ascent Asset Management
Colorado
$368K +$115K +4,922 +46%
JFG
98
JDM Financial Group
Texas
$368K +$115K +4,922 +46%
AWS
99
Atria Wealth Solutions
New York
$363K +$67.5K +2,889 +23%
MCC
100
Money Concepts Capital
Florida
$351K +$436K +18,673 +144%

IBTF Hedge Fund Activity: Q1 2023 in Review

144 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q1 2023, worth a combined $985M — up 26% from $782M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IBTF positions and 7 closed out — a net gain of 30 holders — while 75 added to existing stakes and 13 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $64.7M. The largest seller was Goldman Sachs, exiting entirely with an estimated $22.1M sold.

  • 144 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q1 2023, up from 116 in Q4 2022.
  • Funds reported $985M of iShares iBonds Dec 2025 Term Treasury ETF stock for Q1 2023, up 26% quarter-over-quarter.
  • 37 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q1 2023 and 7 closed out, a net change of +30 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q1 2023 was CAPTRUST Financial Advisors, an estimated $64.7M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q1 2023 was Goldman Sachs, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2023.