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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

37 hedge funds and large institutions have $87.9M invested in iShares iBonds Dec 2025 Term Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

85% more funds holding

Funds holding: 2037 (+17)

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

38% more capital invested

Capital invested by funds: $63.6M → $87.9M (+$24.2M)

1.62% more ownership

Funds ownership: 88.83%90.45% (+1.6%)

Holders
37
Holders Change
+17
Holders Change %
+85%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
7
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Capital Investment Advisors
Georgia
$30.2M +$30.2M +1,258,861 New
CIM
2
Confluence Investment Management
Missouri
$8.86M -$8.17M -340,298 -48%
SPF
3
Steven Patrick Farmer
$8.86M +$8.86M +369,286 New
HighTower Advisors
4
HighTower Advisors
Illinois
$8.63M +$8.64M +359,749 New
GI
5
Gradient Investments
Minnesota
$7.14M +$7.15M +297,739 New
RWP
6
Reliant Wealth Planning
Kentucky
$4.11M +$4.12M +171,431 New
NA
7
NewEdge Advisors
Louisiana
$4.01M +$4.02M +167,424 New
SBL
8
Sargent Bickham Lagudis
Colorado
$3.82M +$2.55M +106,229 +201%
Jane Street
9
Jane Street
New York
$1.91M +$1.19M +49,530 +164%
Stifel Financial
10
Stifel Financial
Missouri
$1.9M -$23.7M -988,807 -93%
Bank of America
11
Bank of America
North Carolina
$1.15M +$575K +23,953 +100%
FTUS
12
Flow Traders U.S.
New York
$738K +$381K +15,881 +107%
Wells Fargo
13
Wells Fargo
California
$657K +$559K +23,297 +568%
APA
14
American Portfolios Advisors
New York
$473K
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$470K +$471K +19,602 New
Creative Planning
16
Creative Planning
Kansas
$445K +$445K +18,548 New
RCA
17
Resonant Capital Advisors
Wisconsin
$442K +$443K +18,436 New
SF
18
Safeguard Financial
Wisconsin
$408K +$409K +17,035 New
UBS Group
19
UBS Group
Switzerland
$392K +$392K +16,326 New
4WM
20
4J Wealth Management
Virginia
$326K +$326K +13,600 New
LA
21
LVW Advisors
New York
$283K +$283K +11,800 New
PAS
22
Park Avenue Securities
New York
$280K -$44K -1,835 -14%
Cerity Partners
23
Cerity Partners
New York
$272K +$273K +11,359 New
CW
24
CreativeOne Wealth
Kansas
$265K +$265K +11,050 New
Baird Financial Group
25
Baird Financial Group
Wisconsin
$264K +$264K +11,000 New

IBTF Hedge Fund Activity: Q2 2022 in Review

37 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q2 2022, worth a combined $87.9M — up 38% from $63.6M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBTF positions and 6 closed out — a net gain of 17 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Capital Investment Advisors, opening a new position worth an estimated $30.2M. The largest seller was Stifel Financial, cutting an estimated $23.7M.

  • 37 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q2 2022, up from 20 in Q1 2022.
  • Funds reported $87.9M of iShares iBonds Dec 2025 Term Treasury ETF stock for Q2 2022, up 38% quarter-over-quarter.
  • 23 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q2 2022 and 6 closed out, a net change of +17 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q2 2022 was Capital Investment Advisors, an estimated $30.2M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q2 2022 was Stifel Financial, an estimated $23.7M sold.

Based on aggregated 13F filings for Q2 2022.