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IBTF

iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Delisted

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

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247 hedge funds and large institutions have $1.82B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 131 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 59

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

15% more funds holding in top 10

Funds holding in top 10: 13 → 15 (+2)

5% more capital invested

Capital invested by funds: $1.73B → $1.82B (+$88.9M)

5% more funds holding

Funds holding: 235 → 247 (+12)

0.2% less ownership

Funds ownership: 78.31% → 78.12% (-0.2%)

Holders
247
Holders Change
+12
Holders Change %
+5.11%
% of All Funds
3.57%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
29
Increased
131
Reduced
59
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$35.3M
2
SWA
Stratos Wealth Advisors
Ohio
+$27.7M
3
DP
Denver PWM
Colorado
+$13.1M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$11.7M
5
HPC
HM Payson & Co
Maine
+$9.28M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$24.2M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$19.2M
3
UBS Group
UBS Group
Switzerland
-$7.82M
4
JP Morgan Chase
JP Morgan Chase
New York
-$5.61M
5
LFAS
Level Four Advisory Services
Texas
-$5.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
151
Barrett & Company
Rhode Island
$618K +$2.69K +116 +0.4%
BWM
152
BCS Wealth Management
Tennessee
$611K – – –
FCM
153
Fortis Capital Management
Washington
$564K -$197K -8,484 -26%
TWM
154
Trinity Wealth Management
Pennsylvania
$556K +$3.52K +152 +0.6%
GHA
155
Granite Harbor Advisors
Texas
$554K +$13.1K +567 +2%
CTWM
156
Cherry Tree Wealth Management
Minnesota
$540K +$225K +9,709 +72%
GWM
157
Geneos Wealth Management
Colorado
$533K -$20.1K -866 -4%
SCM
158
Steele Capital Management
Iowa
$525K – – –
CSIA
159
Conrad Siegel Investment Advisors
Pennsylvania
$517K +$10K +432 +2%
Jane Street
160
Jane Street
New York
$511K +$510K +22,023 New
KOC
161
Koss-Olinger Consulting
Florida
$509K +$508K +21,924 New
CIBC World Market
162
CIBC World Market
Ontario, Canada
$498K – – –
BCCM
163
Black Cypress Capital Management
Florida
$487K +$20.8K +900 +4%
PJSIMP
164
P.J. Schmidt Investment Management (PJS)
Wisconsin
$486K +$10.4K +447 +2%
CCM
165
Coldstream Capital Management
Washington
$472K – – –
SWMG
166
Signature Wealth Management Group
Georgia
$466K +$5.3K +229 +1%
SPWM
167
Straight Path Wealth Management
Michigan
$463K +$16.3K +702 +4%
BPA
168
Beacon Pointe Advisors
California
$453K -$53.9K -2,328 -11%
PCA
169
Prosperity Capital Advisors
Ohio
$449K +$209K +9,040 +88%
APS
170
American Planning Services
Florida
$447K +$3.4K +147 +0.8%
SW
171
Simplicity Wealth
New Jersey
$444K +$34.6K +1,492 +8%
PS
172
Principal Securities
Iowa
$436K +$17.5K +754 +4%
CIBC Private Wealth Group
173
CIBC Private Wealth Group
Georgia
$427K – – –
AWM
174
Aries Wealth Management
Maine
$424K -$171K -7,367 -29%
CPW
175
Crestmont Private Wealth
Texas
$422K +$60K +2,589 +17%
5 6
7
8 9

IBTF Hedge Fund Activity: Q2 2024 in Review

247 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q2 2024, worth a combined $1.82B — up 5.1% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IBTF positions and 14 closed out — a net gain of 15 holders — while 131 added to existing stakes and 59 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $35.3M. The largest seller was Royal Bank of Canada, cutting an estimated $24.2M.

  • 247 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q2 2024, up from 235 in Q1 2024.
  • Funds reported $1.82B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q2 2024, up 5.1% quarter-over-quarter.
  • 29 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q2 2024 and 14 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q2 2024 was CAPTRUST Financial Advisors, an estimated $35.3M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q2 2024 was Royal Bank of Canada, an estimated $24.2M sold.

Based on aggregated 13F filings for Q2 2024.