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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

162 hedge funds and large institutions have $1.15B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 29

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

17% more capital invested

Capital invested by funds: $985M → $1.15B (+$165M)

13% more funds holding

Funds holding: 144162 (+18)

2.42% less ownership

Funds ownership: 89.57%87.15% (-2.4%)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
162
Holders Change
+18
Holders Change %
+12.5%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
30
Increased
85
Reduced
29
Closed
12
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
$406M +$44.5M +1,901,229 +12%
Morgan Stanley
2
Morgan Stanley
New York
$91M +$6.2M +265,101 +7%
Wells Fargo
3
Wells Fargo
California
$76.6M +$8.59M +367,411 +12%
SF
4
Synovus Financial
Georgia
$68.2M -$1.79M -76,754 -3%
CG
5
Colony Group
Massachusetts
$50.6M +$51.2M +2,189,536 New
Bank of America
6
Bank of America
North Carolina
$47.2M +$5.32M +227,368 +13%
FCH
7
Freestone Capital Holdings
Washington
$42.5M +$42.9M +1,835,648 New
CIA
8
Capital Investment Advisors
Georgia
$40.8M +$3.7M +158,241 +10%
MCM
9
MV Capital Management
Maryland
$17M +$5.99M +256,376 +53%
NA
10
NewEdge Advisors
Louisiana
$13.7M +$3.57M +152,685 +35%
Stifel Financial
11
Stifel Financial
Missouri
$13.4M -$2.2M -94,230 -14%
JAG
12
Journey Advisory Group
Kentucky
$12.5M +$968K +41,382 +8%
UBS Group
13
UBS Group
Switzerland
$11.4M +$4.47M +191,174 +64%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$10.1M +$999K +42,713 +11%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$9.76M +$202K +8,642 +2%
CTC
16
Central Trust Company
Missouri
$9.59M -$541K -23,122 -5%
FCA
17
FinTrust Capital Advisors
South Carolina
$9.55M
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$9.14M +$1.49M +63,845 +19%
CIM
19
Confluence Investment Management
Missouri
$8.68M -$49.5K -2,117 -0.6%
IWC
20
Integrated Wealth Concepts
Massachusetts
$8.44M +$957K +40,940 +13%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$8.29M -$125K -5,358 -1%
LPL Financial
22
LPL Financial
California
$8.16M +$2.59M +110,731 +46%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$7M -$3.19M -136,254 -31%
BWFA
24
Baltimore-Washington Financial Advisors
Maryland
$6.35M +$1.36M +58,267 +27%
Osaic Holdings
25
Osaic Holdings
Arizona
$6.32M +$2.34M +100,048 +58%

IBTF Hedge Fund Activity: Q2 2023 in Review

162 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q2 2023, worth a combined $1.15B — up 17% from $985M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IBTF positions and 12 closed out — a net gain of 18 holders — while 85 added to existing stakes and 29 trimmed.

The largest buyer was Colony Group, opening a new position worth an estimated $51.2M. The largest seller was Faithward Advisors, cutting an estimated $13.5M.

  • 162 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q2 2023, up from 144 in Q1 2023.
  • Funds reported $1.15B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q2 2023, up 17% quarter-over-quarter.
  • 30 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q2 2023 and 12 closed out, a net change of +18 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q2 2023 was Colony Group, an estimated $51.2M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q2 2023 was Faithward Advisors, an estimated $13.5M sold.

Based on aggregated 13F filings for Q2 2023.