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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

224 hedge funds and large institutions have $1.54B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 107 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 15

224% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 33

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

25% more funds holding

Funds holding: 179224 (+45)

22% more capital invested

Capital invested by funds: $1.26B → $1.54B (+$277M)

3.16% more ownership

Funds ownership: 81.99%85.15% (+3.2%)

Holders
224
Holders Change
+45
Holders Change %
+25.14%
% of All Funds
3.27%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
64
Increased
107
Reduced
33
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWP
76
Accretive Wealth Partners
New Jersey
$2.16M +$2.15M +92,994 New
MA
77
MKT Advisors
California
$2.16M +$1.29M +55,963 +151%
Ameriprise
78
Ameriprise
Minnesota
$2.14M +$1.07M +46,246 +101%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$2.08M +$2.07M +89,397 New
LF
80
Lantz Financial
Illinois
$2.03M -$65K -2,813 -3%
SWP
81
Stratos Wealth Partners
Ohio
$1.95M +$785K +33,943 +68%
SWM
82
Stockman Wealth Management
Montana
$1.95M +$209K +9,060 +12%
SWM
83
Shelton Wealth Management
Texas
$1.93M +$1.92M +82,927 New
EP
84
Essential Planning
New Hampshire
$1.91M +$825K +35,670 +77%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$1.75M +$510K +22,046 +41%
IA
86
IFG Advisory
Georgia
$1.72M +$189K +8,163 +12%
Goldman Sachs
87
Goldman Sachs
New York
$1.7M +$1.69M +73,136 New
GRP
88
Global Retirement Partners
California
$1.66M +$1.62M +69,965 +7,117%
PFM
89
Phillips Financial Management
Indiana
$1.56M +$351K +15,186 +29%
DADC
90
D.A. Davidson & Co
Montana
$1.56M +$1.02M +44,309 +197%
ABC
91
Associated Banc-Corp
Wisconsin
$1.51M +$279K +12,047 +23%
SWP
92
Summit Wealth Partners
Florida
$1.49M +$174K +7,536 +13%
KPWS
93
Kestra Private Wealth Services
Texas
$1.49M +$290K +12,549 +24%
MA
94
Montag & Associates
Georgia
$1.43M +$74.2K +3,208 +6%
APP
95
Avantax Planning Partners
Iowa
$1.41M -$77.5K -3,350 -5%
CWM
96
Connecticut Wealth Management
Connecticut
$1.4M +$1.15M +49,695 +467%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$1.38M +$333K +14,409 +32%
SPC
98
Sigma Planning Corp
Michigan
$1.36M -$1.04M -44,884 -43%
EIA
99
Eldridge Investment Advisors
New Hampshire
$1.33M +$1.11M +48,117 +535%
CFS
100
Cannon Financial Strategists
Georgia
$1.31M +$18.1K +782 +1%

IBTF Hedge Fund Activity: Q4 2023 in Review

224 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q4 2023, worth a combined $1.54B — up 22% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new IBTF positions and 15 closed out — a net gain of 49 holders — while 107 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $76.2M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $139M.

  • 224 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q4 2023, up from 179 in Q3 2023.
  • Funds reported $1.54B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q4 2023, up 22% quarter-over-quarter.
  • 64 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q4 2023 and 15 closed out, a net change of +49 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q4 2023 was Morgan Stanley, an estimated $76.2M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q4 2023 was CAPTRUST Financial Advisors, an estimated $139M sold.

Based on aggregated 13F filings for Q4 2023.