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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

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: 610 (+4)

25% more funds holding

Funds holding: 179224 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
151
CIBC World Market
Ontario, Canada
$500K
KOC
152
Koss-Olinger Consulting
Florida
$494K +$253K +10,941 +106%
MCC
153
Money Concepts Capital
Florida
$486K -$23K -996 -5%
BC
154
Barrett & Company
Rhode Island
$485K -$624 -27 -0.1%
CCM
155
Coldstream Capital Management
Washington
$467K
AllianceBernstein
156
AllianceBernstein
Tennessee
$459K +$456K +19,712 New
PJSIMP
157
P.J. Schmidt Investment Management (PJS)
Wisconsin
$453K +$162K +6,992 +56%
CIBC Private Wealth Group
158
CIBC Private Wealth Group
Georgia
$428K
CFG
159
Cooper Financial Group
California
$424K +$221K +9,541 +110%
SPWM
160
Straight Path Wealth Management
Michigan
$412K +$409K +17,688 New
OFS
161
OneAscent Financial Services
Alabama
$393K +$390K +16,874 New
MWM
162
Mascoma Wealth Management
New Hampshire
$392K +$81.1K +3,508 +26%
CTA
163
Chesley Taft & Associates
Illinois
$389K +$92.5K +4,000 +31%
Koshinski Asset Management
164
Koshinski Asset Management
Illinois
$378K +$143K +6,186 +62%
SWMG
165
Signature Wealth Management Group
Georgia
$375K +$372K +16,092 New
SW
166
Simplicity Wealth
New Jersey
$367K +$91.8K +3,972 +34%
DSC
167
Duncker Streett & Co
Missouri
$362K
RCA
168
Resonant Capital Advisors
Wisconsin
$357K -$28.7K -1,241 -7%
CIAS
169
CFS Investment Advisory Services
New Jersey
$354K -$40.2K -1,737 -10%
BSG
170
Black Swift Group
Colorado
$353K +$351K +15,160 New
APS
171
American Planning Services
Florida
$335K +$333K +14,403 New
PS
172
Principal Securities
Iowa
$331K +$328K +14,197 New
WHCI
173
W.H. Cornerstone Investments
Massachusetts
$327K -$23.7K -1,027 -7%
BPA
174
Beacon Pointe Advisors
California
$324K +$95.2K +4,119 +42%
GHA
175
Granite Harbor Advisors
Texas
$318K -$6.29K -272 -2%

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.