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

224 hedge funds and large institutions have $1.54B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 107 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 15

224% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 33

67% more funds holding in top 10

Funds holding in top 10: 6 → 10 (+4)

25% more funds holding

Funds holding: 179 → 224 (+45)

22% more capital invested

Capital invested by funds: $1.26B → $1.54B (+$277M)

3.16% more ownership

Funds ownership: 81.99% → 85.15% (+3.2%)

Holders
224
Holders Change
+45
Holders Change %
+25.14%
% of All Funds
3.27%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
64
Increased
107
Reduced
33
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$76.2M
2
NA
NewEdge Advisors
Louisiana
+$29.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$28.2M
4
UBS Group
UBS Group
Switzerland
+$27.5M
5
LPL Financial
LPL Financial
California
+$14M

Top Sellers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$139M
2
SF
Synovus Financial
Georgia
-$65.2M
3
Wells Fargo
Wells Fargo
California
-$8.64M
4
DP
Denver PWM
Colorado
-$4.67M
5
OMC
Old Mission Capital
Illinois
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
126
Fortis Capital Management
Washington
$759K +$9.09K +393 +1%
EW
127
Element Wealth
Mississippi
$757K -$9.57K -414 -1%
DE
128
Day & Ennis
Georgia
$757K +$751K +32,496 New
SCM
129
Steele Capital Management
Iowa
$752K +$747K +32,308 New
GAM
130
Gould Asset Management
California
$740K +$405K +17,505 +123%
FWM
131
Focused Wealth Management
New York
$729K +$208K +9,011 +40%
SF
132
Safeguard Financial
Wisconsin
$723K -$85.8K -3,712 -11%
RWP
133
Reliant Wealth Planning
Kentucky
$722K +$174K +7,535 +32%
AWM
134
Aries Wealth Management
Maine
$692K +$687K +29,717 New
SAMC
135
Spectrum Asset Management (California)
California
$688K +$684K +29,562 New
CAN
136
Cetera Advisor Networks
California
$675K +$109K +4,719 +19%
HC
137
Hara Capital
Washington
$666K +$661K +28,598 New
SVWAG
138
Sound View Wealth Advisors Group
Georgia
$645K – – –
Brown Advisory
139
Brown Advisory
Maryland
$614K +$610K +26,393 New
CPRC
140
Consolidated Portfolio Review Corp
New York
$607K +$32.9K +1,421 +6%
TCFP
141
Treasure Coast Financial Planning
Florida
$593K – – –
SOS
142
Silver Oak Securities
Tennessee
$589K +$523K +22,612 +847%
APW
143
Austin Private Wealth
Texas
$585K +$581K +25,116 New
GWM
144
Geneos Wealth Management
Colorado
$577K -$9.66K -418 -2%
CIA
145
Compass Ion Advisors
Pennsylvania
$565K +$562K +24,290 New
Cerity Partners
146
Cerity Partners
New York
$564K +$9.46K +409 +2%
FFG
147
Foundry Financial Group
New Hampshire
$557K +$553K +23,930 New
IAIM
148
International Assets Investment Management
Florida
$550K +$546K +23,625 New
Corient Private Wealth
149
Corient Private Wealth
Florida
$509K – – –
ACM
150
Arlington Capital Management
Illinois
$500K +$497K +21,484 New
4 5
6
7 8

IBTF Hedge Fund Activity: Q4 2023 in Review

224 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q4 2023, worth a combined $1.54B — up 22% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new IBTF positions and 15 closed out — a net gain of 49 holders — while 107 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $76.2M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $139M.

  • 224 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q4 2023, up from 179 in Q3 2023.
  • Funds reported $1.54B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q4 2023, up 22% quarter-over-quarter.
  • 64 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q4 2023 and 15 closed out, a net change of +49 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q4 2023 was Morgan Stanley, an estimated $76.2M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q4 2023 was CAPTRUST Financial Advisors, an estimated $139M sold.

Based on aggregated 13F filings for Q4 2023.