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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
MAS
201
Madden Advisory Services
Florida
$251K +$5.67K +245 +2%
RW
202
REDW Wealth
New Mexico
$251K -$3.48K -150 -1%
Empower Advisory Group
203
Empower Advisory Group
Colorado
$250K +$250K +10,773 New
AWM
204
AllSquare Wealth Management
New York
$250K
OIA
205
OneDigital Investment Advisors
Kansas
$232K +$232K +10,000 New
DAS
206
Diversify Advisory Services
Utah
$232K +$232K +10,000 New
MCM
207
Mattern Capital Management
Colorado
$231K +$4.1K +177 +2%
EW
208
Evexia Wealth
Wisconsin
$228K -$956K -41,254 -81%
PGAM
209
Princeton Global Asset Management
New Jersey
$214K -$40.1K -1,732 -16%
MWM
210
Mascoma Wealth Management
New Hampshire
$211K -$115K -4,970 -35%
ACM
211
Advance Capital Management
Michigan
$208K +$2.22K +96 +1%
AGP
212
Autumn Glory Partners
Texas
$207K +$6.02K +260 +3%
WA
213
Waverly Advisors
Alabama
$206K +$205K +8,856 New
BEI
214
Benjamin Edwards Inc
Missouri
$198K +$154K +6,643 +351%
Comerica Bank
215
Comerica Bank
Texas
$196K -$4.89K -211 -2%
TPCM
216
Templeton & Phillips Capital Management
Tennessee
$125K
SWC
217
Spectrum Wealth Counsel
Indiana
$114K +$47.7K +2,060 +72%
SWM
218
Spire Wealth Management
Virginia
$108K
LWA
219
Lowe Wealth Advisors
Maryland
$103K +$103K +4,429 New
OLVIG
220
Oliver Lagore Vanvalin Investment Group
Michigan
$91.1K -$211K -9,092 -70%
GIA
221
GHP Investment Advisors
Colorado
$76K
BWL
222
Bogart Wealth LLC
Virginia
$72.3K +$69 +3 +0.1%
UCB
223
United Community Bank
South Carolina
$71.9K +$1.81K +78 +3%
CT
224
Colonial Trust
South Carolina
$71.3K +$139 +6 +0.2%
AIC
225
Archer Investment Corporation
Indiana
$64.6K +$54.5K +2,352 +546%

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.