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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

116 hedge funds and large institutions have $782M invested in iShares iBonds Dec 2025 Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 42 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,325% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 4

425% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 8

219% more capital invested

Capital invested by funds: $245M → $782M (+$537M)

81% more funds holding

Funds holding: 64116 (+52)

5.74% less ownership

Funds ownership: 97.64%91.89% (-5.7%)

Holders
116
Holders Change
+52
Holders Change %
+81.25%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
57
Increased
42
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$300M +$300M +12,903,526 New
Morgan Stanley
2
Morgan Stanley
New York
$83.7M +$83.5M +3,588,713 +70,714%
SF
3
Synovus Financial
Georgia
$77.5M +$236K +10,120 +0.3%
Wells Fargo
4
Wells Fargo
California
$47.7M +$43.1M +1,851,745 +930%
Bank of America
5
Bank of America
North Carolina
$38M +$5.21M +223,795 +16%
CIA
6
Capital Investment Advisors
Georgia
$33.9M +$2.16M +92,698 +7%
Goldman Sachs
7
Goldman Sachs
New York
$22.1M +$21.7M +932,783 +5,418%
Stifel Financial
8
Stifel Financial
Missouri
$15.1M +$104K +4,481 +0.7%
FCA
9
FinTrust Capital Advisors
South Carolina
$9.55M +$9.55M +410,135 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$9.46M -$105K -4,516 -1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$9.16M +$2.02M +86,895 +28%
CTC
12
Central Trust Company
Missouri
$8.6M +$8.58M +368,473 +40,358%
CIM
13
Confluence Investment Management
Missouri
$8.5M -$49.9K -2,145 -0.6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$7.76M +$974K +41,855 +14%
GI
15
Gradient Investments
Minnesota
$7.47M +$1.66M +71,185 +29%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6.55M +$6.32M +271,556 +2,752%
IWC
17
Integrated Wealth Concepts
Massachusetts
$6.15M +$6.15M +264,353 New
SBL
18
Sargent Bickham Lagudis
Colorado
$5.02M +$544K +23,361 +12%
KF
19
Krilogy Financial
Missouri
$4.42M +$4.42M +190,037 New
RWP
20
Reliant Wealth Planning
Kentucky
$4.11M +$20.7K +891 +0.5%
HighTower Advisors
21
HighTower Advisors
Illinois
$3.94M +$1.02M +43,725 +35%
T
22
TCWP
Ohio
$3.86M +$3.6M +154,522 +1,394%
SCA
23
Snowden Capital Advisors
New York
$3.6M +$3.6M +154,808 New
Truist Financial
24
Truist Financial
North Carolina
$3.44M -$54.8K -2,352 -2%
LPL Financial
25
LPL Financial
California
$3.36M +$2.46M +105,576 +274%

IBTF Hedge Fund Activity: Q4 2022 in Review

116 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q4 2022, worth a combined $782M — up 219% from $245M a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new IBTF positions and 4 closed out — a net gain of 53 holders — while 42 added to existing stakes and 8 trimmed.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $300M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.33M sold.

  • 116 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q4 2022, up from 64 in Q3 2022.
  • Funds reported $782M of iShares iBonds Dec 2025 Term Treasury ETF stock for Q4 2022, up 219% quarter-over-quarter.
  • 57 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q4 2022 and 4 closed out, a net change of +53 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q4 2022 was CAPTRUST Financial Advisors, an estimated $300M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q4 2022 was Citadel Advisors, an estimated $2.33M sold.

Based on aggregated 13F filings for Q4 2022.