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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

162 hedge funds and large institutions have $1.15B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 29

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

17% more capital invested

Capital invested by funds: $985M → $1.15B (+$165M)

13% more funds holding

Funds holding: 144162 (+18)

2.42% less ownership

Funds ownership: 89.57%87.15% (-2.4%)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
162
Holders Change
+18
Holders Change %
+12.5%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
30
Increased
85
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
101
Thoroughbred Financial Services
Tennessee
$430K +$46.8K +2,000 +12%
VA
102
Valmark Advisers
Ohio
$428K +$204K +8,731 +89%
CSPAM
103
Cary Street Partners Asset Management
Virginia
$419K +$42.8K +1,831 +11%
CIBC Private Wealth Group
104
CIBC Private Wealth Group
Georgia
$396K
RCA
105
Resonant Capital Advisors
Wisconsin
$383K -$131K -5,605 -25%
WP
106
WealthSource Partners
California
$378K -$57.3K -2,450 -13%
FAAM
107
First Ascent Asset Management
Colorado
$376K +$14.4K +615 +4%
JFG
108
JDM Financial Group
Texas
$368K +$5.96K +255 +2%
WHCI
109
W.H. Cornerstone Investments
Massachusetts
$363K -$27.7K -1,185 -7%
AWS
110
Atria Wealth Solutions
New York
$358K +$631 +27 +0.2%
DADC
111
D.A. Davidson & Co
Montana
$358K +$79.7K +3,409 +28%
CIAS
112
CFS Investment Advisory Services
New Jersey
$354K -$79.7K -3,409 -18%
GAM
113
Gould Asset Management
California
$349K +$16.1K +690 +5%
GWP
114
Gateway Wealth Partners
Wisconsin
$338K +$94.9K +4,060 +38%
AF
115
Allworth Financial
California
$335K
GHA
116
Granite Harbor Advisors
Texas
$325K +$68.6K +2,935 +26%
MWM
117
Mascoma Wealth Management
New Hampshire
$308K +$192K +8,213 +161%
CCM
118
Coldstream Capital Management
Washington
$302K -$78.1K -3,340 -20%
BWM
119
BerganKDV Wealth Management
Minnesota
$297K
LA
120
LVW Advisors
New York
$279K
MA
121
MKT Advisors
California
$278K +$281K +12,014 New
CTWM
122
Cherry Tree Wealth Management
Minnesota
$269K +$272K +11,614 New
SS
123
Simplicity Solutions
Minnesota
$267K +$270K +11,555 New
SW
124
Simplicity Wealth
New Jersey
$267K +$270K +11,555 New
PA
125
PSI Advisors
Florida
$262K

IBTF Hedge Fund Activity: Q2 2023 in Review

162 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q2 2023, worth a combined $1.15B — up 17% from $985M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IBTF positions and 12 closed out — a net gain of 18 holders — while 85 added to existing stakes and 29 trimmed.

The largest buyer was Colony Group, opening a new position worth an estimated $51.2M. The largest seller was Faithward Advisors, cutting an estimated $13.5M.

  • 162 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q2 2023, up from 144 in Q1 2023.
  • Funds reported $1.15B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q2 2023, up 17% quarter-over-quarter.
  • 30 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q2 2023 and 12 closed out, a net change of +18 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q2 2023 was Colony Group, an estimated $51.2M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q2 2023 was Faithward Advisors, an estimated $13.5M sold.

Based on aggregated 13F filings for Q2 2023.