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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

301 hedge funds and large institutions have $1.37B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 107 increasing their positions, 127 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.04% more ownership

Funds ownership: 73.19%74.23% (+1%)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

2% less funds holding

Funds holding: 307301 (-6)

8% less capital invested

Capital invested by funds: $1.48B → $1.37B (-$114M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

16% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 127

Holders
301
Holders Change
-6
Holders Change %
-1.95%
% of All Funds
3.95%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
20
Increased
107
Reduced
127
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWA
76
Wealth Watch Advisors
Colorado
$3.1M +$3.09M +132,608 New
ATPW
77
Ashton Thomas Private Wealth
Arizona
$3.09M +$198K +8,506 +7%
GS
78
GTS Securities
New York
$3.04M +$2.46M +105,501 +428%
VA
79
Valmark Advisers
Ohio
$3M -$436K -18,689 -13%
TC
80
TFR Capital
Texas
$3M +$21.1K +906 +0.7%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$2.92M -$185K -7,936 -6%
LF
82
Lantz Financial
Illinois
$2.79M -$6K -257 -0.2%
LIM
83
Leavell Investment Management
Alabama
$2.79M -$699K -29,939 -20%
SWM
84
Stockman Wealth Management
Montana
$2.78M -$207K -8,882 -7%
KOMWMG
85
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.78M -$168K -7,201 -6%
MCC
86
Money Concepts Capital
Florida
$2.76M -$713K -30,580 -21%
TCA
87
Transcend Capital Advisors
New Jersey
$2.74M -$203K -8,700 -7%
HCM
88
Howland Capital Management
Massachusetts
$2.63M +$163 +7 +0%
S
89
SignatureFD
Georgia
$2.56M -$58.2K -2,496 -2%
PFBT
90
Parkside Financial Bank & Trust
Missouri
$2.51M -$31K -1,328 -1%
AI
91
Atria Investments
North Carolina
$2.49M -$63.5K -2,722 -2%
DWM
92
Drive Wealth Management
Utah
$2.49M -$23.9K -1,024 -1%
PGA
93
Portland Global Advisors
Maine
$2.49M +$17.3K +741 +0.7%
HNW
94
High Note Wealth
Minnesota
$2.42M +$254K +10,892 +12%
GRP
95
Global Retirement Partners
California
$2.36M +$15.1K +647 +0.6%
SCM
96
SCS Capital Management
Massachusetts
$2.32M +$4.69K +201 +0.2%
AFG
97
Atomi Financial Group
New York
$2.27M -$223K -9,537 -9%
EH
98
Equitable Holdings
New York
$2.22M -$257K -11,016 -10%
IA
99
IFG Advisory
Georgia
$2.18M -$96.5K -4,135 -4%
PAG
100
Private Advisor Group
New Jersey
$2.12M -$47.6K -2,040 -2%

IBTF Hedge Fund Activity: Q3 2025 in Review

301 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q3 2025, worth a combined $1.37B — down 7.7% from $1.48B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IBTF and 20 opened new positions — a net loss of 2 holders — while 127 trimmed existing stakes and 107 added.

The largest buyer was Belpointe Asset Management, adding an estimated $23.4M. The largest seller was Hills Bank & Trust, cutting an estimated $27.2M.

  • 301 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q3 2025, down from 307 in Q2 2025.
  • Funds reported $1.37B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q3 2025, down 7.7% quarter-over-quarter.
  • 20 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q3 2025 and 22 closed out, a net change of -2 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q3 2025 was Belpointe Asset Management, an estimated $23.4M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q3 2025 was Hills Bank & Trust, an estimated $27.2M sold.

Based on aggregated 13F filings for Q3 2025.