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

301 hedge funds and large institutions have $2.29B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 149 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 20

140% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 62

45% more capital invested

Capital invested by funds: $1.58B → $2.29B (+$711M)

21% more funds holding in top 10

Funds holding in top 10: 14 → 17 (+3)

11.93% more ownership

Funds ownership: 75.78% → 87.71% (+12%)

11% more funds holding

Funds holding: 271 → 301 (+30)

Holders
301
Holders Change
+30
Holders Change %
+11.07%
% of All Funds
3.96%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.22%
New
55
Increased
149
Reduced
62
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EP
Essential Planning
New Hampshire
+$194M
2
SWA
Stratos Wealth Advisors
Ohio
+$28.4M
3
HAS
Horizon Advisory Services
New York
+$17.7M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$12.4M
5
SWM
Scissortail Wealth Management
Oklahoma
+$10.8M

Top Sellers

Rank Fund Capital Flow
1
GI
GLOBALT Investments
Georgia
-$53.3M
2
UBS Group
UBS Group
Switzerland
-$32.4M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$15.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.06M
5
Truist Financial
Truist Financial
North Carolina
-$3.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
101
1858 Wealth Management
Ohio
$2.89M +$46.9K +2,010 +2%
AWP
102
Accretive Wealth Partners
New Jersey
$2.88M +$474K +20,305 +20%
AAIM
103
Asset Advisors Investment Management
Georgia
$2.88M +$115K +4,930 +4%
FFS
104
Flavin Financial Services
Florida
$2.82M +$2.82M +120,780 New
AIC
105
Archer Investment Corporation
Indiana
$2.8M +$2.71M +116,122 +2,981%
SWM
106
Stockman Wealth Management
Montana
$2.75M +$189K +8,097 +7%
Creative Planning
107
Creative Planning
Kansas
$2.67M +$208K +8,924 +8%
LF
108
Lantz Financial
Illinois
$2.57M -$158K -6,794 -6%
PFBT
109
Parkside Financial Bank & Trust
Missouri
$2.54M – – –
BCI
110
Brinker Capital Investments
Pennsylvania
$2.43M +$2.43M +104,383 New
OPS
111
Orion Portfolio Solutions
Nebraska
$2.43M +$2.43M +104,383 New
SCM
112
SCS Capital Management
Massachusetts
$2.43M +$6.16K +264 +0.3%
AF
113
Allworth Financial
California
$2.42M +$51.2K +2,197 +2%
AI
114
Atria Investments
North Carolina
$2.34M +$2.1M +90,219 +903%
RIA
115
Regal Investment Advisors
Michigan
$2.13M +$1.19M +51,124 +127%
HCM
116
Howland Capital Management
Massachusetts
$2.13M +$658K +28,209 +45%
PAG
117
Private Advisor Group
New Jersey
$2.12M +$8.82K +378 +0.4%
PGA
118
Portland Global Advisors
Maine
$2.09M +$289K +12,411 +16%
S
119
SignatureFD
Georgia
$2.08M +$2.08M +89,351 New
SWP
120
Stratos Wealth Partners
Ohio
$1.96M -$23.3K -998 -1%
GAM
121
Gould Asset Management
California
$1.95M +$101K +4,345 +5%
AWG
122
Altus Wealth Group
Colorado
$1.85M -$102K -4,362 -5%
TLFA
123
True Link Financial Advisors
California
$1.82M +$921K +39,482 +103%
SWP
124
Summit Wealth Partners
Florida
$1.79M -$44.2K -1,894 -2%
SOS
125
Silver Oak Securities
Tennessee
$1.77M +$503K +21,544 +39%
3 4
5
6 7

IBTF Hedge Fund Activity: Q4 2024 in Review

301 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q4 2024, worth a combined $2.29B — up 45% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IBTF positions and 20 closed out — a net gain of 35 holders — while 149 added to existing stakes and 62 trimmed.

The largest buyer was Essential Planning, adding an estimated $194M. The largest seller was GLOBALT Investments, cutting an estimated $53.3M.

  • 301 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q4 2024, up from 271 in Q3 2024.
  • Funds reported $2.29B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q4 2024, up 45% quarter-over-quarter.
  • 55 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q4 2024 and 20 closed out, a net change of +35 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q4 2024 was Essential Planning, an estimated $194M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q4 2024 was GLOBALT Investments, an estimated $53.3M sold.

Based on aggregated 13F filings for Q4 2024.