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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

144 hedge funds and large institutions have $985M invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 75 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

477% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 13

429% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

26% more capital invested

Capital invested by funds: $782M → $985M (+$203M)

24% more funds holding

Funds holding: 116144 (+28)

2.33% less ownership

Funds ownership: 91.89%89.57% (-2.3%)

Holders
144
Holders Change
+28
Holders Change %
+24.14%
% of All Funds
2.29%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
37
Increased
75
Reduced
13
Closed
7
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
$369M +$64.7M +2,766,923 +21%
Morgan Stanley
2
Morgan Stanley
New York
$86.3M +$1.74M +74,445 +2%
SF
3
Synovus Financial
Georgia
$71.2M -$7.05M -301,556 -9%
Wells Fargo
4
Wells Fargo
California
$69.3M +$20.9M +895,125 +44%
Bank of America
5
Bank of America
North Carolina
$42.7M +$4.32M +184,841 +11%
CIA
6
Capital Investment Advisors
Georgia
$37.8M +$3.45M +147,727 +10%
Stifel Financial
7
Stifel Financial
Missouri
$15.9M +$562K +24,059 +4%
GI
8
Gradient Investments
Minnesota
$15.4M +$7.84M +335,365 +105%
FA
9
Faithward Advisors
Pennsylvania
$13.7M +$13.6M +580,443 New
JAG
10
Journey Advisory Group
Kentucky
$11.7M +$11.6M +497,248 New
MCM
11
MV Capital Management
Maryland
$11.3M +$11.2M +480,341 New
NA
12
NewEdge Advisors
Louisiana
$10.3M +$1.34M +57,382 +15%
CTC
13
Central Trust Company
Missouri
$10.3M +$1.6M +68,321 +18%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$9.73M +$466K +19,961 +5%
FCA
15
FinTrust Capital Advisors
South Carolina
$9.55M
RI
16
Rinkey Investments
California
$9.27M +$6.17M +263,940 +203%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$9.24M -$315K -13,488 -3%
CIM
18
Confluence Investment Management
Missouri
$8.88M +$289K +12,387 +3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$8.56M +$1.92M +82,310 +29%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$7.79M +$7.51M +321,472 +3,303%
IWC
21
Integrated Wealth Concepts
Massachusetts
$7.62M +$1.39M +59,560 +23%
UBS Group
22
UBS Group
Switzerland
$7.05M +$5.2M +222,474 +288%
LPL Financial
23
LPL Financial
California
$5.7M +$2.29M +97,997 +68%
OAM
24
Oppenheimer Asset Management
New York
$5.51M +$5.47M +234,285 New
KTM
25
Keeler Thomas Management
Utah
$5.24M +$4.53M +194,058 +674%

IBTF Hedge Fund Activity: Q1 2023 in Review

144 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q1 2023, worth a combined $985M — up 26% from $782M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IBTF positions and 7 closed out — a net gain of 30 holders — while 75 added to existing stakes and 13 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $64.7M. The largest seller was Goldman Sachs, exiting entirely with an estimated $22.1M sold.

  • 144 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q1 2023, up from 116 in Q4 2022.
  • Funds reported $985M of iShares iBonds Dec 2025 Term Treasury ETF stock for Q1 2023, up 26% quarter-over-quarter.
  • 37 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q1 2023 and 7 closed out, a net change of +30 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q1 2023 was CAPTRUST Financial Advisors, an estimated $64.7M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q1 2023 was Goldman Sachs, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2023.