We are live on ! Find out more
IBTF

iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Delisted

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

Back to rankings

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
CIBC World Market
176
CIBC World Market
Ontario, Canada
$700K +$200K +8,565 +40%
CSIA
177
Conrad Siegel Investment Advisors
Pennsylvania
$688K -$61.1K -2,618 -8%
FDW
178
Fourth Dimension Wealth
Ohio
$635K +$635K +27,215 New
SAI
179
Savvy Advisors Inc
New York
$620K +$620K +26,581 New
GWM
180
Geneos Wealth Management
Colorado
$619K +$80.7K +3,461 +15%
BWM
181
BCS Wealth Management
Tennessee
$614K – – –
BPA
182
Beacon Pointe Advisors
California
$595K +$53.6K +2,297 +10%
CTWM
183
Cherry Tree Wealth Management
Minnesota
$593K +$35K +1,501 +6%
DSC
184
Duncker Streett & Co
Missouri
$591K +$194K +8,322 +49%
GS
185
GTS Securities
New York
$588K -$171K -7,333 -23%
RPSA
186
Richard P. Slaughter Associates
Texas
$586K -$129K -5,517 -18%
CBT
187
Crews Bank & Trust
Florida
$541K +$541K +23,215 New
KOC
188
Koss-Olinger Consulting
Florida
$535K +$5.13K +220 +1%
EWA
189
ERTS Wealth Advisors
Michigan
$532K +$532K +22,809 New
SWMG
190
Signature Wealth Management Group
Georgia
$529K +$63.1K +2,707 +14%
KWM
191
KFG Wealth Management
Indiana
$515K +$200K +8,570 +63%
CCA
192
Carrera Capital Advisors
Michigan
$512K +$7.32K +314 +1%
CCM
193
Coldstream Capital Management
Washington
$509K +$26K +1,116 +5%
SPWM
194
Straight Path Wealth Management
Michigan
$506K +$64.7K +2,773 +15%
RW
195
RVW Wealth
California
$501K -$110K -4,725 -18%
SCM
196
Steele Capital Management
Iowa
$497K -$30K -1,286 -6%
BSG
197
Black Swift Group
Colorado
$483K -$284K -12,175 -37%
PJSIMP
198
P.J. Schmidt Investment Management (PJS)
Wisconsin
$477K +$39K +1,672 +9%
CFGA
199
Cambridge Financial Group (Arizona)
Arizona
$473K +$473K +20,287 New
PCA
200
Prosperity Capital Advisors
Ohio
$472K -$58.1K -2,492 -11%
6 7
8
9 10

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.