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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

307 hedge funds and large institutions have $1.48B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 110 increasing their positions, 122 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

3% more funds holding

Funds holding: 298307 (+9)

10% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 122

4.53% less ownership

Funds ownership: 77.72%73.19% (-4.5%)

15% less capital invested

Capital invested by funds: $1.74B → $1.48B (-$254M)

47% less funds holding in top 10

Funds holding in top 10: 158 (-7)

Holders
307
Holders Change
+9
Holders Change %
+3.02%
% of All Funds
4.04%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.11%
New
37
Increased
110
Reduced
122
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
101
Parkside Financial Bank & Trust
Missouri
$2.55M +$5.6K +240 +0.2%
DWM
102
Drive Wealth Management
Utah
$2.51M -$44.9K -1,923 -2%
AFG
103
Atomi Financial Group
New York
$2.49M +$721K +30,906 +41%
EH
104
Equitable Holdings
New York
$2.48M -$66K -2,828 -3%
PGA
105
Portland Global Advisors
Maine
$2.47M +$146K +6,273 +6%
GRP
106
Global Retirement Partners
California
$2.35M +$2.34M +100,388 New
SCM
107
SCS Capital Management
Massachusetts
$2.32M +$4.62K +198 +0.2%
IA
108
IFG Advisory
Georgia
$2.28M -$179K -7,657 -7%
Creative Planning
109
Creative Planning
Kansas
$2.26M -$385K -16,488 -15%
PAG
110
Private Advisor Group
New Jersey
$2.17M -$408K -17,474 -16%
HNW
111
High Note Wealth
Minnesota
$2.17M +$2.16M +92,785 New
GAM
112
Gould Asset Management
California
$2.14M +$86.3K +3,700 +4%
AF
113
Allworth Financial
California
$2.14M -$195K -8,361 -8%
EP
114
Essential Planning
New Hampshire
$2.11M -$513K -21,973 -20%
TLFA
115
True Link Financial Advisors
California
$2.1M -$377K -16,162 -15%
KFAA
116
Klaas Financial Asset Advisors
Illinois
$2.1M -$158K -6,778 -7%
SOS
117
Silver Oak Securities
Tennessee
$2.05M -$111K -4,769 -5%
MCCA
118
Mill Creek Capital Advisors
Pennsylvania
$2.02M
FDW
119
Fourth Dimension Wealth
Ohio
$1.94M +$1.34M +57,553 +225%
BCI
120
Brinker Capital Investments
Pennsylvania
$1.87M -$182K -7,805 -9%
CPW
121
Crestmont Private Wealth
Texas
$1.85M +$37K +1,588 +2%
TPCM
122
Templeton & Phillips Capital Management
Tennessee
$1.81M +$200K +8,563 +12%
DADC
123
D.A. Davidson & Co
Montana
$1.79M -$3.09M -132,637 -63%
ABC
124
Associated Banc-Corp
Wisconsin
$1.78M +$35.8K +1,533 +2%
APW
125
Austin Private Wealth
Texas
$1.77M +$115K +4,942 +7%

IBTF Hedge Fund Activity: Q2 2025 in Review

307 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q2 2025, worth a combined $1.48B — down 15% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IBTF positions and 22 closed out — a net gain of 15 holders — while 110 added to existing stakes and 122 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $7.08M. The largest seller was Stratos Wealth Advisors, cutting an estimated $38.8M.

  • 307 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q2 2025, up from 298 in Q1 2025.
  • Funds reported $1.48B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q2 2025, down 15% quarter-over-quarter.
  • 37 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q2 2025 and 22 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q2 2025 was Goldman Sachs, an estimated $7.08M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q2 2025 was Stratos Wealth Advisors, an estimated $38.8M sold.

Based on aggregated 13F filings for Q2 2025.