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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

179 hedge funds and large institutions have $1.26B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 92 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

171% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 34

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

10% more funds holding

Funds holding: 162179 (+17)

9% more capital invested

Capital invested by funds: $1.15B → $1.26B (+$109M)

5.17% less ownership

Funds ownership: 87.15%81.99% (-5.2%)

Holders
179
Holders Change
+17
Holders Change %
+10.49%
% of All Funds
2.84%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.1%
New
34
Increased
92
Reduced
34
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCB
76
Country Club Bank
Missouri
$1.06M +$42.9K +1,859 +4%
Ameriprise
77
Ameriprise
Minnesota
$1.06M +$598K +25,888 +130%
LSAG
78
Lake Street Advisors Group
New Hampshire
$1.06M +$1.06M +45,827 New
IA
79
IFP Advisors
Florida
$1.04M +$19.4K +839 +2%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$1.03M +$140K +6,078 +16%
4WM
81
4J Wealth Management
Virginia
$1.01M -$157K -6,800 -13%
HWM
82
Horizons Wealth Management
North Carolina
$999K +$473K +20,489 +90%
KIA
83
Knollwood Investment Advisory
Maryland
$990K
CA
84
Cetera Advisors
Colorado
$984K +$49.6K +2,150 +5%
RPSA
85
Richard P. Slaughter Associates
Texas
$853K +$355K +15,395 +71%
MA
86
MKT Advisors
California
$850K +$576K +24,938 +208%
KBC
87
Key Bridge Compliance
$823K +$823K +35,660 New
WAS
88
Wealth Advisory Solutions
Indiana
$823K +$823K +35,660 New
CCM
89
Crew Capital Management
Ohio
$805K +$805K +34,869 New
SF
90
Safeguard Financial
Wisconsin
$802K -$54.3K -2,350 -6%
BFO
91
Boston Family Office
Massachusetts
$798K +$115K +4,968 +17%
EW
92
Element Wealth
Mississippi
$761K -$289K -12,518 -28%
FCM
93
Fortis Capital Management
Washington
$743K +$69.6K +3,015 +10%
PA
94
PSI Advisors
Florida
$654K +$393K +17,010 +150%
KAS
95
Kestra Advisory Services
Texas
$640K +$89.3K +3,870 +16%
SVWAG
96
Sound View Wealth Advisors Group
Georgia
$639K
AWM
97
AE Wealth Management
Kansas
$611K +$363K +15,707 +146%
VA
98
Valmark Advisers
Ohio
$610K +$183K +7,919 +43%
CIC
99
Carnegie Investment Counsel
Ohio
$602K +$602K +26,093 New
TCFP
100
Treasure Coast Financial Planning
Florida
$588K

IBTF Hedge Fund Activity: Q3 2023 in Review

179 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q3 2023, worth a combined $1.26B — up 9.5% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IBTF positions and 15 closed out — a net gain of 19 holders — while 92 added to existing stakes and 34 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $25.2M. The largest seller was Freestone Capital Holdings, exiting entirely with an estimated $42.5M sold.

  • 179 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q3 2023, up from 162 in Q2 2023.
  • Funds reported $1.26B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q3 2023, up 9.5% quarter-over-quarter.
  • 34 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q3 2023 and 15 closed out, a net change of +19 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q3 2023 was Osaic Holdings, an estimated $25.2M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q3 2023 was Freestone Capital Holdings, an estimated $42.5M sold.

Based on aggregated 13F filings for Q3 2023.