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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

301 hedge funds and large institutions have $1.37B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 107 increasing their positions, 127 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.04% more ownership

Funds ownership: 73.19%74.23% (+1%)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

2% less funds holding

Funds holding: 307301 (-6)

8% less capital invested

Capital invested by funds: $1.48B → $1.37B (-$114M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

16% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 127

Holders
301
Holders Change
-6
Holders Change %
-1.95%
% of All Funds
3.95%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
20
Increased
107
Reduced
127
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APP
126
Avantax Planning Partners
Iowa
$1.35M
4WM
127
4J Wealth Management
Virginia
$1.23M -$2.57K -110 -0.2%
BFG
128
Berger Financial Group
Minnesota
$1.22M -$298K -12,787 -20%
Creative Planning
129
Creative Planning
Kansas
$1.21M -$1.06M -45,356 -47%
MFG
130
Merit Financial Group
Georgia
$1.2M +$38.5K +1,648 +3%
EW
131
Evexia Wealth
Wisconsin
$1.16M +$67.2K +2,879 +6%
MA
132
Montag & Associates
Georgia
$1.13M -$178K -7,624 -14%
CPRC
133
Consolidated Portfolio Review Corp
New York
$1.12M +$69.7K +2,988 +7%
KPWS
134
Kestra Private Wealth Services
Texas
$1.1M -$469K -20,107 -30%
PJSIMP
135
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.08M +$68K +2,916 +7%
PAS
136
Park Avenue Securities
New York
$1.03M -$6.37M -273,137 -86%
TRCT
137
Tower Research Capital (TRC)
New York
$1.03M +$599K +25,681 +141%
SFGP
138
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.02M -$457K -19,600 -31%
CFGA
139
Cambridge Financial Group (Arizona)
Arizona
$1.01M +$216K +9,254 +27%
CAG
140
Csenge Advisory Group
Florida
$1.01M +$1.01M +43,185 New
KIA
141
Knollwood Investment Advisory
Maryland
$1M
MBT
142
Montecito Bank & Trust
California
$998K +$996K +42,706 New
BL
143
Balentine LLC
Georgia
$996K +$8.14K +349 +0.8%
HWM
144
Horizons Wealth Management
North Carolina
$966K -$1.61K -69 -0.2%
WAS
145
Wealth Advisory Solutions
Indiana
$962K +$32.9K +1,411 +4%
BFP
146
Beacon Financial Planning
Massachusetts
$948K +$3.92K +168 +0.4%
MWM
147
Modern Wealth Management
Kansas
$937K +$678K +29,058 +263%
SWP
148
Summit Wealth Partners
Florida
$861K -$129K -5,532 -13%
GHA
149
Granite Harbor Advisors
Texas
$840K +$9.54K +409 +1%
FFG
150
Foundry Financial Group
New Hampshire
$821K +$7.21K +309 +0.9%

IBTF Hedge Fund Activity: Q3 2025 in Review

301 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q3 2025, worth a combined $1.37B — down 7.7% from $1.48B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IBTF and 20 opened new positions — a net loss of 2 holders — while 127 trimmed existing stakes and 107 added.

The largest buyer was Belpointe Asset Management, adding an estimated $23.4M. The largest seller was Hills Bank & Trust, cutting an estimated $27.2M.

  • 301 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q3 2025, down from 307 in Q2 2025.
  • Funds reported $1.37B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q3 2025, down 7.7% quarter-over-quarter.
  • 20 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q3 2025 and 22 closed out, a net change of -2 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q3 2025 was Belpointe Asset Management, an estimated $23.4M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q3 2025 was Hills Bank & Trust, an estimated $27.2M sold.

Based on aggregated 13F filings for Q3 2025.