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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

179 hedge funds and large institutions have $1.26B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 92 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

171% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 34

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

10% more funds holding

Funds holding: 162179 (+17)

9% more capital invested

Capital invested by funds: $1.15B → $1.26B (+$109M)

5.17% less ownership

Funds ownership: 87.15%81.99% (-5.2%)

Holders
179
Holders Change
+17
Holders Change %
+10.49%
% of All Funds
2.84%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.1%
New
34
Increased
92
Reduced
34
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
126
Gould Asset Management
California
$329K -$18.6K -805 -5%
GHA
127
Granite Harbor Advisors
Texas
$322K -$3.02K -131 -0.9%
HCM
128
Howland Capital Management
Massachusetts
$315K +$68.8K +2,979 +28%
GWP
129
Gateway Wealth Partners
Wisconsin
$310K -$27.4K -1,189 -8%
MWM
130
Mascoma Wealth Management
New Hampshire
$307K
BFEC
131
Benjamin F. Edwards & Company
Missouri
$303K +$52.6K +2,279 +21%
CTA
132
Chesley Taft & Associates
Illinois
$293K +$50.8K +2,200 +21%
PJSIMP
133
P.J. Schmidt Investment Management (PJS)
Wisconsin
$287K +$29.9K +1,297 +12%
LA
134
LVW Advisors
New York
$279K
TWM
135
Trinity Wealth Management
Pennsylvania
$278K +$23.2K +1,003 +9%
SW
136
Simplicity Wealth
New Jersey
$272K +$5.52K +239 +2%
BFG
137
Beacon Financial Group
Texas
$269K -$781K -33,820 -74%
CTWM
138
Cherry Tree Wealth Management
Minnesota
$268K
Renaissance Technologies
139
Renaissance Technologies
New York
$252K +$252K +10,900 New
MBT
140
Montecito Bank & Trust
California
$250K +$250K +10,845 New
CWM
141
Connecticut Wealth Management
Connecticut
$246K +$246K +10,642 New
KOC
142
Koss-Olinger Consulting
Florida
$237K +$237K +10,283 New
Koshinski Asset Management
143
Koshinski Asset Management
Illinois
$232K -$4.18K -181 -2%
HF
144
HRT Financial
New York
$227K -$1.19M -51,741 -84%
BPA
145
Beacon Pointe Advisors
California
$226K +$226K +9,786 New
SWA
146
Stratos Wealth Advisors
Ohio
$215K +$215K +9,295 New
EIA
147
Eldridge Investment Advisors
New Hampshire
$207K +$208K +8,998 New
TSS
148
Two Sigma Securities
New York
$207K +$207K +8,966 New
EB
149
Eastern Bank
Massachusetts
$205K -$12.7K -551 -6%
CFG
150
Cooper Financial Group
California
$201K

IBTF Hedge Fund Activity: Q3 2023 in Review

179 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q3 2023, worth a combined $1.26B — up 9.5% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IBTF positions and 15 closed out — a net gain of 19 holders — while 92 added to existing stakes and 34 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $25.2M. The largest seller was Freestone Capital Holdings, exiting entirely with an estimated $42.5M sold.

  • 179 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q3 2023, up from 162 in Q2 2023.
  • Funds reported $1.26B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q3 2023, up 9.5% quarter-over-quarter.
  • 34 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q3 2023 and 15 closed out, a net change of +19 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q3 2023 was Osaic Holdings, an estimated $25.2M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q3 2023 was Freestone Capital Holdings, an estimated $42.5M sold.

Based on aggregated 13F filings for Q3 2023.