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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

271 hedge funds and large institutions have $1.58B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 137 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 11

111% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 65

10% more funds holding

Funds holding: 247271 (+24)

2.33% less ownership

Funds ownership: 78.12%75.78% (-2.3%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

13% less capital invested

Capital invested by funds: $1.82B → $1.58B (-$238M)

Holders
271
Holders Change
+24
Holders Change %
+9.72%
% of All Funds
3.89%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
36
Increased
137
Reduced
65
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
76
Boston Family Office
Massachusetts
$3.57M -$152K -6,536 -4%
Truist Financial
77
Truist Financial
North Carolina
$3.47M +$113K +4,836 +3%
ADL
78
Asset Dedication LLC
California
$3.4M -$1.39M -59,614 -29%
LWL
79
Leo Wealth LLC
Texas
$3.35M -$250K -10,718 -7%
Mariner
80
Mariner
Kansas
$3.3M -$11.2M -480,297 -77%
IA
81
IFP Advisors
Florida
$3.08M +$1.17M +50,133 +61%
EP
82
Essential Planning
New Hampshire
$3.04M -$58.8K -2,523 -2%
PA
83
Probity Advisors
Texas
$2.97M +$247K +10,612 +9%
BAM
84
Belpointe Asset Management
Nevada
$2.9M +$432K +18,546 +18%
1WM
85
1858 Wealth Management
Ohio
$2.86M +$53K +2,274 +2%
UCFA
86
United Capital Financial Advisors
Texas
$2.83M +$134K +5,750 +5%
AAIM
87
Asset Advisors Investment Management
Georgia
$2.77M +$519K +22,278 +23%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$2.75M -$92.3K -3,963 -3%
LF
89
Lantz Financial
Illinois
$2.74M +$460K +19,747 +20%
SF
90
Synovus Financial
Georgia
$2.65M +$579K +24,836 +28%
FTUS
91
Flow Traders U.S.
New York
$2.61M -$20.1K -861 -0.8%
SWM
92
Stockman Wealth Management
Montana
$2.58M +$197K +8,469 +8%
VA
93
Valmark Advisers
Ohio
$2.56M +$434K +18,625 +20%
PFBT
94
Parkside Financial Bank & Trust
Missouri
$2.55M +$1.7K +73 +0.1%
BEI
95
Benjamin Edwards Inc
Missouri
$2.52M +$2.31M +99,235 +1,163%
Creative Planning
96
Creative Planning
Kansas
$2.48M -$252K -10,808 -9%
SCM
97
SCS Capital Management
Massachusetts
$2.43M +$4.64K +199 +0.2%
AWP
98
Accretive Wealth Partners
New Jersey
$2.42M +$43.3K +1,858 +2%
AF
99
Allworth Financial
California
$2.38M -$211K -9,068 -8%
MPPLM
100
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.37M +$894K +38,376 +61%

IBTF Hedge Fund Activity: Q3 2024 in Review

271 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q3 2024, worth a combined $1.58B — down 13% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IBTF positions and 11 closed out — a net gain of 25 holders — while 137 added to existing stakes and 65 trimmed.

The largest buyer was Moseley Investment Management, adding an estimated $7.17M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $300M.

  • 271 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q3 2024, up from 247 in Q2 2024.
  • Funds reported $1.58B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q3 2024, down 13% quarter-over-quarter.
  • 36 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q3 2024 and 11 closed out, a net change of +25 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q3 2024 was Moseley Investment Management, an estimated $7.17M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q3 2024 was CAPTRUST Financial Advisors, an estimated $300M sold.

Based on aggregated 13F filings for Q3 2024.