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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

162 hedge funds and large institutions have $1.15B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 29

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

17% more capital invested

Capital invested by funds: $985M → $1.15B (+$165M)

13% more funds holding

Funds holding: 144162 (+18)

2.42% less ownership

Funds ownership: 89.57%87.15% (-2.4%)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
162
Holders Change
+18
Holders Change %
+12.5%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
30
Increased
85
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PJSIMP
126
P.J. Schmidt Investment Management (PJS)
Wisconsin
$258K -$23.4K -1,000 -8%
TWM
127
Trinity Wealth Management
Pennsylvania
$256K +$258K +11,050 New
SAMC
128
Spectrum Asset Management (California)
California
$256K +$258K +11,048 New
BFEC
129
Benjamin F. Edwards & Company
Missouri
$250K -$14.8K -632 -6%
AWM
130
AE Wealth Management
Kansas
$249K -$3.2K -137 -1%
HCM
131
Howland Capital Management
Massachusetts
$247K +$249K +10,660 New
CTA
132
Chesley Taft & Associates
Illinois
$243K +$246K +10,500 New
Koshinski Asset Management
133
Koshinski Asset Management
Illinois
$236K -$42.9K -1,836 -15%
Thrivent Financial for Lutherans
134
Thrivent Financial for Lutherans
Minnesota
$221K -$2.6K -111 -1%
TA
135
TKG Advisors
Indiana
$218K +$5.45K +233 +3%
EB
136
Eastern Bank
Massachusetts
$218K +$221K +9,431 New
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$210K +$212K +9,082 New
CFG
138
Cooper Financial Group
California
$201K +$203K +8,692 New
PTC
139
Private Trust Company
Ohio
$188K
SPIA
140
Steward Partners Investment Advisory
New York
$185K
HBT
141
Hills Bank & Trust
Iowa
$153K +$154K +6,602 New
FA
142
Faithward Advisors
Pennsylvania
$85.7K -$13.5M -576,731 -99%
SFG
143
Steward Financial Group
Texas
$76K
GIA
144
GHP Investment Advisors
Colorado
$75.6K +$4.98K +213 +7%
CT
145
Colonial Trust
South Carolina
$71.5K +$70.8K +3,026 +4,728%
HIA
146
Harbor Investment Advisory
Maryland
$57.8K
PB
147
Pinnacle Bancorp
Nebraska
$49.2K +$49.7K +2,125 New
SWA
148
Sutton Wealth Advisors
Florida
$48K +$48.5K +2,074 New
TCM
149
TD Capital Management
Tennessee
$42.6K +$421 +18 +1%
FFA
150
Farther Finance Advisors
California
$34.2K +$23.5K +1,004 +211%

IBTF Hedge Fund Activity: Q2 2023 in Review

162 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q2 2023, worth a combined $1.15B — up 17% from $985M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IBTF positions and 12 closed out — a net gain of 18 holders — while 85 added to existing stakes and 29 trimmed.

The largest buyer was Colony Group, opening a new position worth an estimated $51.2M. The largest seller was Faithward Advisors, cutting an estimated $13.5M.

  • 162 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q2 2023, up from 144 in Q1 2023.
  • Funds reported $1.15B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q2 2023, up 17% quarter-over-quarter.
  • 30 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q2 2023 and 12 closed out, a net change of +18 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q2 2023 was Colony Group, an estimated $51.2M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q2 2023 was Faithward Advisors, an estimated $13.5M sold.

Based on aggregated 13F filings for Q2 2023.