We are live on ! Find out more
IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

64 hedge funds and large institutions have $245M invested in iShares iBonds Dec 2025 Term Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

933% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 3

250% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 6

179% more capital invested

Capital invested by funds: $87.9M → $245M (+$158M)

73% more funds holding

Funds holding: 3764 (+27)

7.19% more ownership

Funds ownership: 90.45%97.64% (+7.2%)

Holders
64
Holders Change
+27
Holders Change %
+72.97%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
21
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
1
Synovus Financial
Georgia
$77.2M +$78.9M +3,318,050 New
Bank of America
2
Bank of America
North Carolina
$32.7M +$32.3M +1,358,813 +2,836%
CIA
3
Capital Investment Advisors
Georgia
$31.8M +$2.52M +105,991 +8%
Stifel Financial
4
Stifel Financial
Missouri
$15M +$13.5M +566,053 +715%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.56M +$9.76M +410,717 New
CIM
6
Confluence Investment Management
Missouri
$8.55M -$46.1K -1,939 -0.5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$7.14M +$7.29M +306,606 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.78M +$6.92M +291,369 New
GI
9
Gradient Investments
Minnesota
$5.81M -$1.14M -48,055 -16%
NA
10
NewEdge Advisors
Louisiana
$5.67M +$1.8M +75,919 +45%
Wells Fargo
11
Wells Fargo
California
$4.63M +$4.08M +171,649 +627%
SBL
12
Sargent Bickham Lagudis
Colorado
$4.48M +$790K +33,232 +21%
RWP
13
Reliant Wealth Planning
Kentucky
$4.09M +$97.5K +4,104 +2%
Truist Financial
14
Truist Financial
North Carolina
$3.49M +$3.57M +150,032 New
RI
15
Rinkey Investments
California
$3.04M +$3.09M +130,160 New
HighTower Advisors
16
HighTower Advisors
Illinois
$2.92M -$5.57M -234,430 -65%
Citadel Advisors
17
Citadel Advisors
Florida
$2.33M +$2.38M +100,005 New
RHP
18
Royal Harbor Partners
Texas
$2.22M +$2.27M +95,505 New
Osaic Holdings
19
Osaic Holdings
Arizona
$2M +$1.94M +81,472 +1,872%
APP
20
Avantax Planning Partners
Iowa
$1.29M +$1.32M +55,579 New
BCM
21
Brookstone Capital Management
Illinois
$1.21M +$1.23M +51,942 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.01M +$1.03M +43,539 New
KOMWMG
23
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$988K +$1.01M +42,446 New
Creative Planning
24
Creative Planning
Kansas
$960K +$539K +22,668 +122%
LPL Financial
25
LPL Financial
California
$898K +$665K +27,979 +264%

IBTF Hedge Fund Activity: Q3 2022 in Review

64 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q3 2022, worth a combined $245M — up 179% from $87.9M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IBTF positions and 3 closed out — a net gain of 28 holders — while 21 added to existing stakes and 6 trimmed.

The largest buyer was Synovus Financial, opening a new position worth an estimated $78.9M. The largest seller was HighTower Advisors, cutting an estimated $5.57M.

  • 64 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q3 2022, up from 37 in Q2 2022.
  • Funds reported $245M of iShares iBonds Dec 2025 Term Treasury ETF stock for Q3 2022, up 179% quarter-over-quarter.
  • 31 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q3 2022 and 3 closed out, a net change of +28 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q3 2022 was Synovus Financial, an estimated $78.9M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q3 2022 was HighTower Advisors, an estimated $5.57M sold.

Based on aggregated 13F filings for Q3 2022.