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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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301 hedge funds and large institutions have $2.29B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 149 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 20

140% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 62

45% more capital invested

Capital invested by funds: $1.58B → $2.29B (+$711M)

21% more funds holding in top 10

Funds holding in top 10: 14 → 17 (+3)

11.93% more ownership

Funds ownership: 75.78% → 87.71% (+12%)

11% more funds holding

Funds holding: 271 → 301 (+30)

Holders
301
Holders Change
+30
Holders Change %
+11.07%
% of All Funds
3.96%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.22%
New
55
Increased
149
Reduced
62
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EP
Essential Planning
New Hampshire
+$194M
2
SWA
Stratos Wealth Advisors
Ohio
+$28.4M
3
HAS
Horizon Advisory Services
New York
+$17.7M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$12.4M
5
SWM
Scissortail Wealth Management
Oklahoma
+$10.8M

Top Sellers

Rank Fund Capital Flow
1
GI
GLOBALT Investments
Georgia
-$53.3M
2
UBS Group
UBS Group
Switzerland
-$32.4M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$15.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.06M
5
Truist Financial
Truist Financial
North Carolina
-$3.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
151
Montecito Bank & Trust
California
$1.06M -$232K -9,929 -18%
CCP
152
Carmel Capital Partners
California
$1.04M – – –
4WM
153
4J Wealth Management
Virginia
$1.04M -$102K -4,388 -9%
BFP
154
Beacon Financial Planning
Massachusetts
$1.02M +$538K +23,069 +112%
MCCA
155
Mill Creek Capital Advisors
Pennsylvania
$1.01M – – –
DWT
156
Dorsey & Whitney Trust
South Dakota
$1M – – –
KIA
157
Knollwood Investment Advisory
Maryland
$1M – – –
HWM
158
Horizons Wealth Management
North Carolina
$984K +$39.8K +1,707 +4%
EW
159
Element Wealth
Mississippi
$928K +$3.83K +164 +0.4%
BC
160
Barrett & Company
Rhode Island
$903K +$68.8K +2,950 +8%
WAS
161
Wealth Advisory Solutions
Indiana
$885K +$29.8K +1,276 +3%
FFG
162
Foundry Financial Group
New Hampshire
$882K -$78K -3,345 -8%
BlackRock
163
BlackRock
New York
$873K +$873K +37,432 New
CFG
164
Cooper Financial Group
California
$870K +$57.3K +2,458 +7%
RFC
165
Regions Financial Corp
Alabama
$869K +$869K +37,261 New
CPRC
166
Consolidated Portfolio Review Corp
New York
$845K +$105K +4,511 +14%
GHA
167
Granite Harbor Advisors
Texas
$826K +$236K +10,109 +40%
SCA
168
Snowden Capital Advisors
New York
$813K -$26.7K -1,145 -3%
HFS
169
Hughes Financial Services
Virginia
$783K +$784K +33,597 New
EWM
170
Endowment Wealth Management
Wisconsin
$766K +$766K +32,857 New
FWM
171
Focused Wealth Management
New York
$764K +$3.31K +142 +0.4%
TFS
172
Thoroughbred Financial Services
Tennessee
$757K -$12.2K -522 -2%
FWM
173
Fairhaven Wealth Management
Illinois
$756K – – –
Cerity Partners
174
Cerity Partners
New York
$729K -$165K -7,062 -18%
CIA
175
Compass Ion Advisors
Pennsylvania
$702K – – –
5 6
7
8 9

IBTF Hedge Fund Activity: Q4 2024 in Review

301 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q4 2024, worth a combined $2.29B — up 45% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IBTF positions and 20 closed out — a net gain of 35 holders — while 149 added to existing stakes and 62 trimmed.

The largest buyer was Essential Planning, adding an estimated $194M. The largest seller was GLOBALT Investments, cutting an estimated $53.3M.

  • 301 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q4 2024, up from 271 in Q3 2024.
  • Funds reported $2.29B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q4 2024, up 45% quarter-over-quarter.
  • 55 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q4 2024 and 20 closed out, a net change of +35 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q4 2024 was Essential Planning, an estimated $194M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q4 2024 was GLOBALT Investments, an estimated $53.3M sold.

Based on aggregated 13F filings for Q4 2024.