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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
SAMC
201
Spectrum Asset Management (California)
California
$321K -$5.03K -216 -2%
CIAS
202
CFS Investment Advisory Services
New Jersey
$318K +$39.7K +1,704 +14%
KWM
203
KFG Wealth Management
Indiana
$316K +$315K +13,508 New
PTC
204
Private Trust Company
Ohio
$315K
MWM
205
Mascoma Wealth Management
New Hampshire
$314K +$101K +4,322 +48%
HC
206
Hara Capital
Washington
$306K -$51.3K -2,200 -14%
VCA
207
Verdence Capital Advisors
Maryland
$295K
MAS
208
Madden Advisory Services
Florida
$278K +$24.1K +1,034 +10%
LWANC
209
Laurel Wealth Advisors (North Carolina)
North Carolina
$274K +$2.38K +102 +0.9%
BSTWA
210
Blake Schutter Theil Wealth Advisors
Ohio
$269K +$268K +11,489 New
EW
211
Evexia Wealth
Wisconsin
$267K +$37.9K +1,627 +17%
FCM
212
Fortis Capital Management
Washington
$262K -$306K -13,123 -54%
Empower Advisory Group
213
Empower Advisory Group
Colorado
$252K
AT
214
American Trust
Kentucky
$252K +$251K +10,757 New
AWM
215
AllSquare Wealth Management
New York
$252K
MCM
216
Mattern Capital Management
Colorado
$247K +$13.3K +571 +6%
JSA
217
Jim Saulnier & Associates
Colorado
$246K +$245K +10,507 New
PGAM
218
Princeton Global Asset Management
New Jersey
$236K +$20K +860 +9%
SG
219
StoneX Group
New York
$236K +$234K +10,062 New
BAM
220
Beaumont Asset Management
Texas
$234K -$25K -1,075 -10%
OIA
221
OneDigital Investment Advisors
Kansas
$234K
AI
222
Atria Investments
North Carolina
$234K +$233K +9,989 New
DAS
223
Diversify Advisory Services
Utah
$234K
RW
224
REDW Wealth
New Mexico
$230K -$23.3K -1,000 -9%
AWM
225
AE Wealth Management
Kansas
$216K -$79.9K -3,428 -27%

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.