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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
BFEC
176
Benjamin F. Edwards & Company
Missouri
$316K +$11K +474 +4%
PTC
177
Private Trust Company
Ohio
$313K +$123K +5,325 +66%
BWM
178
BCS Wealth Management
Tennessee
$306K +$304K +13,134 New
TWM
179
Trinity Wealth Management
Pennsylvania
$282K +$1.76K +76 +0.6%
AWM
180
Apollon Wealth Management
South Carolina
$281K +$279K +12,068 New
CTWM
181
Cherry Tree Wealth Management
Minnesota
$270K
LWANC
182
Laurel Wealth Advisors (North Carolina)
North Carolina
$270K +$268K +11,604 New
MAM
183
McLean Asset Management
Virginia
$269K +$267K +11,555 New
CAM
184
Cresset Asset Management
Illinois
$256K +$254K +11,000 New
PGAM
185
Princeton Global Asset Management
New Jersey
$255K +$253K +10,955 New
SFC
186
Strategic Financial Concepts
Texas
$254K +$252K +10,900 New
CSPIA
187
Cary Street Partners Investment Advisory
Virginia
$240K -$279K -12,058 -54%
MAS
188
Madden Advisory Services
Florida
$239K +$238K +10,284 New
VNA
189
Valley National Advisers
Pennsylvania
$239K +$238K +10,306 New
AWM
190
AllSquare Wealth Management
New York
$230K +$40.9K +1,767 +22%
SWA
191
Stratos Wealth Advisors
Ohio
$216K
BFG
192
Beacon Financial Group
Texas
$205K -$64.8K -2,801 -24%
ACM
193
Advance Capital Management
Michigan
$205K +$203K +8,785 New
AGP
194
Autumn Glory Partners
Texas
$201K +$200K +8,634 New
ASN
195
Advisory Services Network
Georgia
$172K +$171K +7,401 New
Comerica Bank
196
Comerica Bank
Texas
$167K +$33.5K +1,447 +25%
TPCM
197
Templeton & Phillips Capital Management
Tennessee
$126K +$125K +5,400 New
PB
198
Pinnacle Bancorp
Nebraska
$94.9K
AC
199
AlphaCore Capital
California
$79.2K
GIA
200
GHP Investment Advisors
Colorado
$76.2K

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.