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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

247 hedge funds and large institutions have $1.82B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 131 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 59

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

5% more capital invested

Capital invested by funds: $1.73B → $1.82B (+$88.9M)

5% more funds holding

Funds holding: 235247 (+12)

0.2% less ownership

Funds ownership: 78.31%78.12% (-0.2%)

Holders
247
Holders Change
+12
Holders Change %
+5.11%
% of All Funds
3.57%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
29
Increased
131
Reduced
59
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
101
Stratos Wealth Partners
Ohio
$1.92M -$102K -4,411 -5%
BFEC
102
Benjamin F. Edwards & Company
Missouri
$1.92M +$1.53M +66,032 +399%
IA
103
IFP Advisors
Florida
$1.89M +$802K +34,641 +74%
GAM
104
Gould Asset Management
California
$1.84M +$796K +34,352 +76%
KPWS
105
Kestra Private Wealth Services
Texas
$1.78M +$78K +3,366 +5%
SWP
106
Summit Wealth Partners
Florida
$1.73M +$242K +10,447 +16%
ABC
107
Associated Banc-Corp
Wisconsin
$1.58M +$12.8K +553 +0.8%
EH
108
Equitable Holdings
New York
$1.54M +$43.5K +1,879 +3%
PGA
109
Portland Global Advisors
Maine
$1.51M +$346K +14,940 +30%
MPPLM
110
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.46M +$544K +23,465 +60%
MA
111
Montag & Associates
Georgia
$1.43M
APP
112
Avantax Planning Partners
Iowa
$1.4M -$6.09K -263 -0.4%
CFS
113
Cannon Financial Strategists
Georgia
$1.39M +$15K +646 +1%
HCM
114
Howland Capital Management
Massachusetts
$1.37M +$256K +11,070 +23%
PFM
115
Phillips Financial Management
Indiana
$1.37M -$311K -13,447 -19%
MBT
116
Montecito Bank & Trust
California
$1.29M +$178K +7,705 +16%
CCB
117
Country Club Bank
Missouri
$1.28M +$47.6K +2,057 +4%
FW
118
FullCircle Wealth
Texas
$1.27M +$1.26M +54,528 New
SPC
119
Sigma Planning Corp
Michigan
$1.27M -$1.06M -45,681 -46%
SFB
120
STAR Financial Bank
Indiana
$1.22M +$1.21M +52,405 New
CW
121
CreativeOne Wealth
Kansas
$1.16M -$38.2K -1,651 -3%
APW
122
Austin Private Wealth
Texas
$1.16M +$297K +12,810 +35%
CCM
123
Crew Capital Management
Ohio
$1.15M -$285K -12,317 -20%
4WM
124
4J Wealth Management
Virginia
$1.1M +$48.6K +2,100 +5%
RWP
125
Reliant Wealth Planning
Kentucky
$1.1M +$107K +4,631 +11%

IBTF Hedge Fund Activity: Q2 2024 in Review

247 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q2 2024, worth a combined $1.82B — up 5.1% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IBTF positions and 14 closed out — a net gain of 15 holders — while 131 added to existing stakes and 59 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $35.3M. The largest seller was Royal Bank of Canada, cutting an estimated $24.2M.

  • 247 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q2 2024, up from 235 in Q1 2024.
  • Funds reported $1.82B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q2 2024, up 5.1% quarter-over-quarter.
  • 29 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q2 2024 and 14 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q2 2024 was CAPTRUST Financial Advisors, an estimated $35.3M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q2 2024 was Royal Bank of Canada, an estimated $24.2M sold.

Based on aggregated 13F filings for Q2 2024.