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IBTF

iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Delisted

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

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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: 6 → 10 (+4)

25% more funds holding

Funds holding: 179 → 224 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$76.2M
2
NA
NewEdge Advisors
Louisiana
+$29.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$28.2M
4
UBS Group
UBS Group
Switzerland
+$27.5M
5
LPL Financial
LPL Financial
California
+$14M

Top Sellers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$139M
2
SF
Synovus Financial
Georgia
-$65.2M
3
Wells Fargo
Wells Fargo
California
-$8.64M
4
DP
Denver PWM
Colorado
-$4.67M
5
OMC
Old Mission Capital
Illinois
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
101
CreativeOne Wealth
Kansas
$1.3M +$1.29M +55,907 New
PA
102
Probity Advisors
Texas
$1.3M +$1.29M +55,703 New
RPSA
103
Richard P. Slaughter Associates
Texas
$1.18M +$317K +13,695 +37%
IA
104
IFP Advisors
Florida
$1.16M +$113K +4,888 +11%
MCCA
105
Mill Creek Capital Advisors
Pennsylvania
$1.16M +$1.15M +49,862 New
KAS
106
Kestra Advisory Services
Texas
$1.15M +$499K +21,586 +78%
HWM
107
Horizons Wealth Management
North Carolina
$1.13M +$126K +5,464 +13%
FFA
108
Farther Finance Advisors
California
$1.13M +$1.09M +47,026 +3,180%
MBT
109
Montecito Bank & Trust
California
$1.11M +$853K +36,872 +340%
LSAG
110
Lake Street Advisors Group
New Hampshire
$1.08M +$11.1K +481 +1%
EW
111
Evexia Wealth
Wisconsin
$1.08M +$1.07M +46,258 New
4WM
112
4J Wealth Management
Virginia
$1.06M +$34K +1,470 +3%
AWS
113
Atria Wealth Solutions
New York
$1.05M +$627K +27,115 +152%
RVPG
114
Relative Value Partners Group
$1.04M +$521K +22,512 +101%
CCB
115
Country Club Bank
Missouri
$1.02M -$45.5K -1,966 -4%
PA
116
PSI Advisors
Florida
$1.02M +$353K +15,250 +54%
KIA
117
Knollwood Investment Advisory
Maryland
$999K – – –
RIA
118
Regal Investment Advisors
Michigan
$978K +$972K +42,025 New
HCM
119
Howland Capital Management
Massachusetts
$967K +$645K +27,890 +204%
AC
120
Adroit Compliance
$950K +$943K +40,789 New
KFAA
121
Klaas Financial Asset Advisors
Illinois
$950K +$943K +40,789 New
CCM
122
Crew Capital Management
Ohio
$851K +$39.1K +1,693 +5%
TFS
123
Thoroughbred Financial Services
Tennessee
$838K +$288K +12,440 +53%
VA
124
Valmark Advisers
Ohio
$822K +$205K +8,877 +34%
CA
125
Cetera Advisors
Colorado
$821K -$170K -7,351 -17%
3 4
5
6 7

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.