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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
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$75K -$7.75K -335 -9%
BWL
202
Bogart Wealth LLC
Virginia
$74.1K +$73.6K +3,182 New
CT
203
Colonial Trust
South Carolina
$71.3K -$601 -26 -0.8%
SWC
204
Spectrum Wealth Counsel
Indiana
$66.5K +$66.1K +2,858 New
HIA
205
Harbor Investment Advisory
Maryland
$58.2K
CAL
206
Capital Analysts LLC
Pennsylvania
$46K
TCM
207
TD Capital Management
Tennessee
$43.9K +$601 +26 +1%
CA
208
Crewe Advisors
Utah
$42.6K +$42.3K +1,830 New
JP Morgan Chase
209
JP Morgan Chase
New York
$37.8K +$37.5K +1,624 New
SWM
210
Spire Wealth Management
Virginia
$33.2K
RF
211
Robbins Farley
New Hampshire
$32K
FA
212
Faithward Advisors
Pennsylvania
$27.6K -$57.4K -2,483 -68%
BEI
213
Benjamin Edwards Inc
Missouri
$24K -$8.81K -381 -27%
MSWM
214
McGlone Suttner Wealth Management
Wisconsin
$19.9K +$19.8K +856 New
OLVIG
215
Oliver Lagore Vanvalin Investment Group
Michigan
$19.7K +$19.5K +845 New
PFBT
216
Parkside Financial Bank & Trust
Missouri
$14.9K
AF
217
Advisornet Financial
Minnesota
$14.1K +$14K +605 New
FPB
218
First PREMIER Bank
South Dakota
$14K
OC
219
Oakworth Capital
Alabama
$13.4K +$13.3K +575 New
PCM
220
Penserra Capital Management
California
$7K +$7.35K +318 New
SC
221
Stephens Consulting
Michigan
$6K +$92 +4 +2%
NRG
222
Nemes Rush Group
Michigan
$1.09K +$1.09K +47 New
Citigroup
223
Citigroup
New York
$279 -$439 -19 -61%
Fidelity Investments
224
Fidelity Investments
Massachusetts
$70 +$69 +3 New
DP
225
Denver PWM
Colorado
-$4.67M -202,994 Closed

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.