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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

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: 1315 (+2)

5% more capital invested

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

5% more funds holding

Funds holding: 235247 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
176
Duncker Streett & Co
Missouri
$395K +$33.9K +1,464 +9%
PB
177
Pinnacle Bancorp
Nebraska
$390K
BFP
178
Beacon Financial Planning
Massachusetts
$370K +$127K +5,480 +52%
IFG
179
Independent Financial Group
California
$358K +$63.4K +2,735 +22%
RCA
180
Resonant Capital Advisors
Wisconsin
$356K
HC
181
Hara Capital
Washington
$354K -$33.6K -1,451 -9%
Koshinski Asset Management
182
Koshinski Asset Management
Illinois
$350K -$31K -1,337 -8%
CSPIA
183
Cary Street Partners Investment Advisory
Virginia
$349K +$102K +4,418 +42%
AC
184
Apella Capital
Connecticut
$346K +$345K +14,912 New
WWM
185
Whalen Wealth Management
Nevada
$335K +$334K +14,435 New
Citadel Advisors
186
Citadel Advisors
Florida
$328K -$2.38M -102,585 -88%
SAMC
187
Spectrum Asset Management (California)
California
$324K +$3.68K +159 +1%
PTC
188
Private Trust Company
Ohio
$312K
WT
189
Washington Trust
Rhode Island
$301K
SOS
190
Silver Oak Securities
Tennessee
$300K +$70.8K +3,058 +31%
AQR Capital Management
191
AQR Capital Management
Connecticut
$300K +$299K +12,900 New
AWM
192
AE Wealth Management
Kansas
$293K +$293K +12,638 New
VCA
193
Verdence Capital Advisors
Maryland
$292K +$291K +12,578 New
Goldman Sachs
194
Goldman Sachs
New York
$291K -$710K -30,644 -71%
AWM
195
Apollon Wealth Management
South Carolina
$285K +$3.08K +133 +1%
V
196
ViaWealth
Kansas
$282K
CIAS
197
CFS Investment Advisory Services
New Jersey
$275K -$510 -22 -0.2%
LWANC
198
Laurel Wealth Advisors (North Carolina)
North Carolina
$270K +$139 +6 +0.1%
BAM
199
Beaumont Asset Management
Texas
$257K +$257K +11,075 New
JP Morgan Chase
200
JP Morgan Chase
New York
$254K -$5.61M -242,160 -96%

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.