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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
GS
151
GTS Securities
New York
$762K +$758K +32,526 New
FWM
152
Fairhaven Wealth Management
Illinois
$759K +$70.9K +3,044 +10%
OPOWM
153
One Plus One Wealth Management
Florida
$758K
CSIA
154
Conrad Siegel Investment Advisors
Pennsylvania
$752K +$230K +9,863 +44%
CPRC
155
Consolidated Portfolio Review Corp
New York
$743K +$30.9K +1,326 +4%
RPSA
156
Richard P. Slaughter Associates
Texas
$718K +$84.3K +3,617 +13%
CIA
157
Compass Ion Advisors
Pennsylvania
$705K +$25.1K +1,077 +4%
SVWAG
158
Sound View Wealth Advisors Group
Georgia
$649K
TWM
159
Trinity Wealth Management
Pennsylvania
$634K +$73.5K +3,156 +13%
BWM
160
BCS Wealth Management
Tennessee
$616K
RW
161
RVW Wealth
California
$614K +$610K +26,199 New
CPW
162
Crestmont Private Wealth
Texas
$608K +$181K +7,778 +43%
GHA
163
Granite Harbor Advisors
Texas
$592K +$33.3K +1,429 +6%
HF
164
HRT Financial
New York
$587K +$585K +25,088 New
CTWM
165
Cherry Tree Wealth Management
Minnesota
$561K +$16.1K +692 +3%
BFG
166
Berger Financial Group
Minnesota
$546K +$543K +23,319 New
BPA
167
Beacon Pointe Advisors
California
$543K +$86.3K +3,704 +19%
GWM
168
Geneos Wealth Management
Colorado
$541K +$3.31K +142 +0.6%
PCA
169
Prosperity Capital Advisors
Ohio
$532K +$79.4K +3,410 +18%
KOC
170
Koss-Olinger Consulting
Florida
$532K +$18.6K +798 +4%
SCM
171
Steele Capital Management
Iowa
$529K
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
$515K +$512K +21,991 New
CCA
173
Carrera Capital Advisors
Michigan
$507K +$504K +21,643 New
CIBC World Market
174
CIBC World Market
Ontario, Canada
$503K
AWM
175
Apollon Wealth Management
South Carolina
$492K +$203K +8,706 +71%

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.