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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
CCM
176
Coldstream Capital Management
Washington
$485K +$8.81K +378 +2%
BFP
177
Beacon Financial Planning
Massachusetts
$481K +$108K +4,616 +29%
APS
178
American Planning Services
Florida
$476K +$24.7K +1,061 +6%
PS
179
Principal Securities
Iowa
$471K +$30.5K +1,310 +7%
BCCM
180
Black Cypress Capital Management
Florida
$470K -$21K -900 -4%
SWMG
181
Signature Wealth Management Group
Georgia
$467K -$3.05K -131 -0.7%
CSPIA
182
Cary Street Partners Investment Advisory
Virginia
$454K +$102K +4,359 +29%
SPWM
183
Straight Path Wealth Management
Michigan
$443K -$24K -1,028 -5%
PJSIMP
184
P.J. Schmidt Investment Management (PJS)
Wisconsin
$439K -$50.1K -2,152 -10%
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$431K
DSC
186
Duncker Streett & Co
Missouri
$399K
DP
187
Dearborn Partners
Illinois
$391K +$389K +16,703 New
WIA
188
World Investment Advisors
California
$390K +$388K +16,670 New
Koshinski Asset Management
189
Koshinski Asset Management
Illinois
$384K +$30.2K +1,296 +9%
AWM
190
Aries Wealth Management
Maine
$362K -$65.8K -2,826 -15%
IFG
191
Independent Financial Group
California
$361K
TPCM
192
Templeton & Phillips Capital Management
Tennessee
$353K +$226K +9,680 +179%
AC
193
Apella Capital
Connecticut
$351K +$2.59K +111 +0.7%
SW
194
Simplicity Wealth
New Jersey
$348K -$99.3K -4,261 -22%
PB
195
Pinnacle Bancorp
Nebraska
$348K -$45.5K -1,951 -12%
Goldman Sachs
196
Goldman Sachs
New York
$341K +$47.3K +2,032 +16%
AQR Capital Management
197
AQR Capital Management
Connecticut
$338K +$35.6K +1,527 +12%
Citadel Advisors
198
Citadel Advisors
Florida
$333K +$1.26K +54 +0.4%
RCA
199
Resonant Capital Advisors
Wisconsin
$329K -$29.4K -1,260 -8%
WWM
200
Whalen Wealth Management
Nevada
$327K -$10.9K -466 -3%

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.