We are live on ! Find out more
IBTF

iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Delisted

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

Back to rankings

144 hedge funds and large institutions have $985M invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 75 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

477% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 13

429% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

26% more capital invested

Capital invested by funds: $782M → $985M (+$203M)

24% more funds holding

Funds holding: 116 → 144 (+28)

2.33% less ownership

Funds ownership: 91.89% → 89.57% (-2.3%)

Holders
144
Holders Change
+28
Holders Change %
+24.14%
% of All Funds
2.29%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
37
Increased
75
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$64.7M
2
Wells Fargo
Wells Fargo
California
+$20.9M
3
FA
Faithward Advisors
Pennsylvania
+$13.6M
4
JAG
Journey Advisory Group
Kentucky
+$11.6M
5
MCM
MV Capital Management
Maryland
+$11.2M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$22.1M
2
SF
Synovus Financial
Georgia
-$7.05M
3
T
TCWP
Ohio
-$3.86M
4
BCM
Brookstone Capital Management
Illinois
-$1.1M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$782K
Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
101
Conrad Siegel Investment Advisors
Pennsylvania
$345K +$2.17K +93 +0.6%
AF
102
Allworth Financial
California
$341K +$227K +9,700 +202%
GAM
103
Gould Asset Management
California
$338K -$132K -5,655 -28%
BWM
104
BerganKDV Wealth Management
Minnesota
$302K – – –
CW
105
CreativeOne Wealth
Kansas
$302K +$748 +32 +0.2%
PJSIMP
106
P.J. Schmidt Investment Management (PJS)
Wisconsin
$286K +$23.4K +1,000 +9%
LA
107
LVW Advisors
New York
$284K +$6.43K +275 +2%
DADC
108
D.A. Davidson & Co
Montana
$284K +$282K +12,060 New
Koshinski Asset Management
109
Koshinski Asset Management
Illinois
$284K +$282K +12,051 New
Cerity Partners
110
Cerity Partners
New York
$276K +$49.7K +2,126 +22%
BFEC
111
Benjamin F. Edwards & Company
Missouri
$270K +$172K +7,342 +178%
PA
112
PSI Advisors
Florida
$267K +$163K +6,963 +159%
PWM
113
Perigon Wealth Management
California
$266K +$264K +11,301 New
GHA
114
Granite Harbor Advisors
Texas
$262K +$40.3K +1,723 +18%
AWM
115
AE Wealth Management
Kansas
$256K +$254K +10,882 New
GWP
116
Gateway Wealth Partners
Wisconsin
$249K +$41K +1,755 +20%
VA
117
Valmark Advisers
Ohio
$230K +$228K +9,766 New
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$227K -$782K -33,458 -78%
TA
119
TKG Advisors
Indiana
$217K +$215K +9,204 New
KAS
120
Kestra Advisory Services
Texas
$202K -$51.7K -2,214 -21%
PTC
121
Private Trust Company
Ohio
$191K +$100K +4,279 +111%
SPIA
122
Steward Partners Investment Advisory
New York
$188K – – –
WP
123
WealthPLAN Partners
Nebraska
$170K +$168K +7,205 New
MWM
124
Mascoma Wealth Management
New Hampshire
$120K – – –
SFG
125
Steward Financial Group
Texas
$78K +$77.5K +3,316 New
3 4
5
6 7

IBTF Hedge Fund Activity: Q1 2023 in Review

144 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q1 2023, worth a combined $985M — up 26% from $782M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IBTF positions and 7 closed out — a net gain of 30 holders — while 75 added to existing stakes and 13 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $64.7M. The largest seller was Goldman Sachs, exiting entirely with an estimated $22.1M sold.

  • 144 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q1 2023, up from 116 in Q4 2022.
  • Funds reported $985M of iShares iBonds Dec 2025 Term Treasury ETF stock for Q1 2023, up 26% quarter-over-quarter.
  • 37 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q1 2023 and 7 closed out, a net change of +30 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q1 2023 was CAPTRUST Financial Advisors, an estimated $64.7M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q1 2023 was Goldman Sachs, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2023.