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.

179 hedge funds and large institutions have $1.26B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 92 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

171% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 34

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

10% more funds holding

Funds holding: 162179 (+17)

9% more capital invested

Capital invested by funds: $1.15B → $1.26B (+$109M)

5.17% less ownership

Funds ownership: 87.15%81.99% (-5.2%)

Holders
179
Holders Change
+17
Holders Change %
+10.49%
% of All Funds
2.84%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.1%
New
34
Increased
92
Reduced
34
Closed
15
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
$430M +$24M +1,039,505 +6%
Morgan Stanley
2
Morgan Stanley
New York
$93M +$2.17M +94,120 +2%
Wells Fargo
3
Wells Fargo
California
$78.2M +$1.77M +76,460 +2%
SF
4
Synovus Financial
Georgia
$67.3M -$738K -31,990 -1%
CG
5
Colony Group
Massachusetts
$61.1M +$10.5M +455,989 +21%
Bank of America
6
Bank of America
North Carolina
$50.2M +$3.06M +132,507 +6%
CIA
7
Capital Investment Advisors
Georgia
$44.5M +$3.82M +165,505 +9%
Osaic Holdings
8
Osaic Holdings
Arizona
$31.5M +$25.2M +1,090,227 +399%
HBT
9
Hills Bank & Trust
Iowa
$24.1M +$24M +1,037,605 +15,717%
UBS Group
10
UBS Group
Switzerland
$24.1M +$12.7M +551,978 +112%
NA
11
NewEdge Advisors
Louisiana
$16.5M +$2.82M +122,138 +21%
MCM
12
MV Capital Management
Maryland
$15.2M -$1.85M -79,960 -11%
LPL Financial
13
LPL Financial
California
$14M +$5.81M +251,865 +71%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$13.3M +$4.23M +183,369 +46%
JAG
15
Journey Advisory Group
Kentucky
$12.6M +$207K +8,962 +2%
FCA
16
FinTrust Capital Advisors
South Carolina
$12M +$2.53M +109,790 +27%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$12M +$2.22M +96,072 +23%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$10.7M +$609K +26,360 +6%
IWC
19
Integrated Wealth Concepts
Massachusetts
$9.85M +$1.43M +61,937 +17%
CTC
20
Central Trust Company
Missouri
$9.05M -$520K -22,531 -5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$8.81M +$537K +23,272 +6%
CIM
22
Confluence Investment Management
Missouri
$8.52M -$145K -6,280 -2%
SWM
23
Scissortail Wealth Management
Oklahoma
$8.37M +$7.6M +329,214 +978%
Stifel Financial
24
Stifel Financial
Missouri
$8.25M -$5.13M -222,223 -38%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$7.59M +$613K +26,569 +9%

IBTF Hedge Fund Activity: Q3 2023 in Review

179 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q3 2023, worth a combined $1.26B — up 9.5% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IBTF positions and 15 closed out — a net gain of 19 holders — while 92 added to existing stakes and 34 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $25.2M. The largest seller was Freestone Capital Holdings, exiting entirely with an estimated $42.5M sold.

  • 179 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q3 2023, up from 162 in Q2 2023.
  • Funds reported $1.26B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q3 2023, up 9.5% quarter-over-quarter.
  • 34 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q3 2023 and 15 closed out, a net change of +19 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q3 2023 was Osaic Holdings, an estimated $25.2M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q3 2023 was Freestone Capital Holdings, an estimated $42.5M sold.

Based on aggregated 13F filings for Q3 2023.