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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

271 hedge funds and large institutions have $1.58B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 137 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 11

111% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 65

10% more funds holding

Funds holding: 247271 (+24)

2.33% less ownership

Funds ownership: 78.12%75.78% (-2.3%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

13% less capital invested

Capital invested by funds: $1.82B → $1.58B (-$238M)

Holders
271
Holders Change
+24
Holders Change %
+9.72%
% of All Funds
3.89%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
36
Increased
137
Reduced
65
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
IFG Advisory
Georgia
$2.26M +$149K +6,412 +7%
PAG
102
Private Advisor Group
New Jersey
$2.12M -$1.03M -44,286 -33%
SWP
103
Stratos Wealth Partners
Ohio
$1.99M +$49.4K +2,122 +3%
AWG
104
Altus Wealth Group
Colorado
$1.96M -$367K -15,736 -16%
GAM
105
Gould Asset Management
California
$1.86M +$2.21K +95 +0.1%
SWP
106
Summit Wealth Partners
Florida
$1.84M +$91.4K +3,922 +5%
KPWS
107
Kestra Private Wealth Services
Texas
$1.82M +$18.5K +796 +1%
PGA
108
Portland Global Advisors
Maine
$1.81M +$288K +12,379 +19%
EH
109
Equitable Holdings
New York
$1.81M +$253K +10,849 +16%
SFB
110
STAR Financial Bank
Indiana
$1.66M +$430K +18,460 +35%
ABC
111
Associated Banc-Corp
Wisconsin
$1.64M +$45.6K +1,956 +3%
Kovitz Investment Group Partners
112
Kovitz Investment Group Partners
Illinois
$1.58M +$1.57M +67,396 New
CW
113
CreativeOne Wealth
Kansas
$1.55M +$377K +16,190 +32%
HCM
114
Howland Capital Management
Massachusetts
$1.48M +$96.7K +4,151 +7%
MA
115
Montag & Associates
Georgia
$1.44M
FW
116
FullCircle Wealth
Texas
$1.42M +$143K +6,153 +11%
CFS
117
Cannon Financial Strategists
Georgia
$1.42M +$15.4K +662 +1%
APP
118
Avantax Planning Partners
Iowa
$1.41M -$3.12K -134 -0.2%
PFM
119
Phillips Financial Management
Indiana
$1.4M +$23.2K +995 +2%
MCC
120
Money Concepts Capital
Florida
$1.4M +$461K +19,792 +49%
AR
121
Advisory Research
Illinois
$1.31M +$1.31M +56,110 New
MML Investors Services
122
MML Investors Services
Massachusetts
$1.31M +$381K +16,348 +41%
MBT
123
Montecito Bank & Trust
California
$1.3M
RWP
124
Reliant Wealth Planning
Kentucky
$1.29M +$177K +7,605 +16%
SOS
125
Silver Oak Securities
Tennessee
$1.28M +$971K +41,668 +323%

IBTF Hedge Fund Activity: Q3 2024 in Review

271 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q3 2024, worth a combined $1.58B — down 13% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IBTF positions and 11 closed out — a net gain of 25 holders — while 137 added to existing stakes and 65 trimmed.

The largest buyer was Moseley Investment Management, adding an estimated $7.17M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $300M.

  • 271 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q3 2024, up from 247 in Q2 2024.
  • Funds reported $1.58B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q3 2024, down 13% quarter-over-quarter.
  • 36 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q3 2024 and 11 closed out, a net change of +25 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q3 2024 was Moseley Investment Management, an estimated $7.17M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q3 2024 was CAPTRUST Financial Advisors, an estimated $300M sold.

Based on aggregated 13F filings for Q3 2024.