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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
SWM
151
Spire Wealth Management
Virginia
$33K
BEI
152
Benjamin Edwards Inc
Missouri
$32K -$234 -10 -0.7%
AWM
153
AllSquare Wealth Management
New York
$24.8K +$24.9K +1,065 New
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$24.8K +$2.83K +121 +13%
GRP
155
Global Retirement Partners
California
$22.5K +$140 +6 +0.6%
RF
156
Robbins Farley
New Hampshire
$19.8K -$12.1K -518 -38%
PFBT
157
Parkside Financial Bank & Trust
Missouri
$14.6K +$701 +30 +5%
FPB
158
First PREMIER Bank
South Dakota
$12K
SC
159
Stephens Consulting
Michigan
$5.82K +$4.42K +189 +300%
CSPIA
160
Cary Street Partners Investment Advisory
Virginia
$3.93K +$3.98K +170 New
HWA
161
HHM Wealth Advisors
Tennessee
$2.29K +$959 +41 +71%
Fidelity Investments
162
Fidelity Investments
Massachusetts
$69 +$70 +3 New
RWP
163
Reliant Wealth Planning
Kentucky
-$4.13M -175,634 Closed
SCM
164
SevenOneSeven Capital Management
Pennsylvania
-$2.05M -87,171 Closed
SCI
165
Stableford Capital II
Arizona
-$1.11M -47,868 Closed
SL
166
SWMG LLC
Texas
-$1.08M -46,045 Closed
CSIA
167
Conrad Siegel Investment Advisors
Pennsylvania
-$345K -14,667 Closed
CW
168
CreativeOne Wealth
Kansas
-$302K -12,854 Closed
PWM
169
Perigon Wealth Management
California
-$266K -11,301 Closed
WP
170
WealthPLAN Partners
Nebraska
-$170K -7,205 Closed
ASN
171
Advisory Services Network
Georgia
-$53.6K -2,280 Closed
BAM
172
Belpointe Asset Management
Nevada
-$16.9K -719 Closed
CHA
173
Carmichael Hill & Associates
Maryland
-$10K -426 Closed
SC
174
SouthState Corp
Florida
-$1.2K -51 Closed

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.