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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

271 hedge funds and large institutions have $1.58B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 137 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 11

111% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 65

10% more funds holding

Funds holding: 247271 (+24)

2.33% less ownership

Funds ownership: 78.12%75.78% (-2.3%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

13% less capital invested

Capital invested by funds: $1.82B → $1.58B (-$238M)

Holders
271
Holders Change
+24
Holders Change %
+9.72%
% of All Funds
3.89%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
36
Increased
137
Reduced
65
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
126
Sigma Planning Corp
Michigan
$1.27M -$8.25K -354 -0.6%
CCB
127
Country Club Bank
Missouri
$1.27M -$27.9K -1,198 -2%
FFA
128
Farther Finance Advisors
California
$1.24M +$124K +5,328 +11%
4WM
129
4J Wealth Management
Virginia
$1.14M +$33.7K +1,445 +3%
SF
130
Safeguard Financial
Wisconsin
$1.13M +$26K +1,118 +2%
APW
131
Austin Private Wealth
Texas
$1.12M -$43.1K -1,848 -4%
CCP
132
Carmel Capital Partners
California
$1.04M
MCCA
133
Mill Creek Capital Advisors
Pennsylvania
$1.02M
DWT
134
Dorsey & Whitney Trust
South Dakota
$1.01M +$1M +42,938 New
KIA
135
Knollwood Investment Advisory
Maryland
$1M
CCM
136
Crew Capital Management
Ohio
$992K -$164K -7,043 -14%
FFG
137
Foundry Financial Group
New Hampshire
$964K +$38.9K +1,670 +4%
HWM
138
Horizons Wealth Management
North Carolina
$949K +$6.55K +281 +0.7%
RIA
139
Regal Investment Advisors
Michigan
$943K +$885 +38 +0.1%
EW
140
Element Wealth
Mississippi
$928K -$138K -5,938 -13%
TLFA
141
True Link Financial Advisors
California
$902K +$897K +38,505 New
Cerity Partners
142
Cerity Partners
New York
$898K +$251K +10,769 +39%
WAS
143
Wealth Advisory Solutions
Indiana
$859K +$11.5K +492 +1%
SCA
144
Snowden Capital Advisors
New York
$844K -$5.32M -228,270 -86%
BC
145
Barrett & Company
Rhode Island
$838K +$214K +9,177 +34%
CFG
146
Cooper Financial Group
California
$816K -$93.8K -4,025 -10%
KFAA
147
Klaas Financial Asset Advisors
Illinois
$806K -$267K -11,469 -25%
TFS
148
Thoroughbred Financial Services
Tennessee
$772K -$46.8K -2,009 -6%
BSG
149
Black Swift Group
Colorado
$771K +$767K +32,900 New
FWM
150
Focused Wealth Management
New York
$764K +$13.2K +565 +2%

IBTF Hedge Fund Activity: Q3 2024 in Review

271 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q3 2024, worth a combined $1.58B — down 13% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IBTF positions and 11 closed out — a net gain of 25 holders — while 137 added to existing stakes and 65 trimmed.

The largest buyer was Moseley Investment Management, adding an estimated $7.17M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $300M.

  • 271 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q3 2024, up from 247 in Q2 2024.
  • Funds reported $1.58B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q3 2024, down 13% quarter-over-quarter.
  • 36 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q3 2024 and 11 closed out, a net change of +25 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q3 2024 was Moseley Investment Management, an estimated $7.17M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q3 2024 was CAPTRUST Financial Advisors, an estimated $300M sold.

Based on aggregated 13F filings for Q3 2024.