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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

162 hedge funds and large institutions have $1.15B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 29

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

17% more capital invested

Capital invested by funds: $985M → $1.15B (+$165M)

13% more funds holding

Funds holding: 144162 (+18)

2.42% less ownership

Funds ownership: 89.57%87.15% (-2.4%)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
162
Holders Change
+18
Holders Change %
+12.5%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
30
Increased
85
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$974K +$564K +24,136 +134%
CA
77
Cetera Advisors
Colorado
$936K +$565K +24,174 +148%
BCM
78
Brookstone Capital Management
Illinois
$900K +$160K +6,838 +21%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$895K +$384K +16,433 +74%
SF
80
Safeguard Financial
Wisconsin
$858K -$121K -5,168 -12%
ABC
81
Associated Banc-Corp
Wisconsin
$797K +$277K +11,857 +52%
SWM
82
Scissortail Wealth Management
Oklahoma
$780K +$54.4K +2,327 +7%
PAS
83
Park Avenue Securities
New York
$693K +$231K +9,870 +49%
BFO
84
Boston Family Office
Massachusetts
$684K -$116K -4,966 -14%
JP Morgan Chase
85
JP Morgan Chase
New York
$676K +$684K +29,237 New
FCM
86
Fortis Capital Management
Washington
$675K +$154K +6,571 +29%
SVWAG
87
Sound View Wealth Advisors Group
Georgia
$641K
TCFP
88
Treasure Coast Financial Planning
Florida
$590K
Cerity Partners
89
Cerity Partners
New York
$579K +$312K +13,334 +114%
CPRC
90
Consolidated Portfolio Review Corp
New York
$562K +$7.06K +302 +1%
KAS
91
Kestra Advisory Services
Texas
$552K +$357K +15,276 +178%
HWM
92
Horizons Wealth Management
North Carolina
$527K +$68.2K +2,917 +15%
FWM
93
Focused Wealth Management
New York
$526K -$24.9K -1,064 -4%
KPWS
94
Kestra Private Wealth Services
Texas
$520K +$526K +22,495 New
RVPG
95
Relative Value Partners Group
$517K
RPSA
96
Richard P. Slaughter Associates
Texas
$499K +$504K +21,553 New
BC
97
Barrett & Company
Rhode Island
$481K +$11.5K +492 +2%
HFM
98
Hartford Financial Management
Connecticut
$476K +$481K +20,571 New
Ameriprise
99
Ameriprise
Minnesota
$462K +$467K +19,976 New
MCC
100
Money Concepts Capital
Florida
$434K -$302K -12,910 -41%

IBTF Hedge Fund Activity: Q2 2023 in Review

162 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q2 2023, worth a combined $1.15B — up 17% from $985M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IBTF positions and 12 closed out — a net gain of 18 holders — while 85 added to existing stakes and 29 trimmed.

The largest buyer was Colony Group, opening a new position worth an estimated $51.2M. The largest seller was Faithward Advisors, cutting an estimated $13.5M.

  • 162 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q2 2023, up from 144 in Q1 2023.
  • Funds reported $1.15B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q2 2023, up 17% quarter-over-quarter.
  • 30 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q2 2023 and 12 closed out, a net change of +18 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q2 2023 was Colony Group, an estimated $51.2M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q2 2023 was Faithward Advisors, an estimated $13.5M sold.

Based on aggregated 13F filings for Q2 2023.