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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

224 hedge funds and large institutions have $1.54B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 107 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 15

224% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 33

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

25% more funds holding

Funds holding: 179224 (+45)

22% more capital invested

Capital invested by funds: $1.26B → $1.54B (+$277M)

3.16% more ownership

Funds ownership: 81.99%85.15% (+3.2%)

Holders
224
Holders Change
+45
Holders Change %
+25.14%
% of All Funds
3.27%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
64
Increased
107
Reduced
33
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
$293M -$139M -6,022,483 -32%
Morgan Stanley
2
Morgan Stanley
New York
$171M +$76.2M +3,296,596 +82%
Wells Fargo
3
Wells Fargo
California
$70.2M -$8.64M -373,879 -11%
GI
4
GLOBALT Investments
Georgia
$63.3M +$62.9M +2,719,944 New
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$62M +$61.6M +2,665,336 New
Bank of America
6
Bank of America
North Carolina
$59M +$8.27M +357,544 +16%
UBS Group
7
UBS Group
Switzerland
$52M +$27.5M +1,191,242 +114%
CIA
8
Capital Investment Advisors
Georgia
$47.8M +$2.85M +123,209 +6%
NA
9
NewEdge Advisors
Louisiana
$46.3M +$29.5M +1,275,877 +179%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$37.3M +$28.2M +1,219,918 +320%
HBT
11
Hills Bank & Trust
Iowa
$36.2M +$11.8M +509,084 +49%
Osaic Holdings
12
Osaic Holdings
Arizona
$30.4M -$1.31M -56,469 -4%
LPL Financial
13
LPL Financial
California
$28.2M +$14M +606,536 +100%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$23.1M +$10.9M +472,691 +91%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$17.4M +$3.92M +169,382 +29%
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$16.3M +$10.4M +448,953 +180%
ICG
17
InterOcean Capital Group
Tennessee
$15.8M +$13.9M +599,727 +762%
MCM
18
MV Capital Management
Maryland
$15.3M +$43.7K +1,892 +0.3%
JAG
19
Journey Advisory Group
Kentucky
$13.8M +$1.09M +47,153 +9%
Mariner
20
Mariner
Kansas
$13.8M +$9.96M +430,733 +263%
IWC
21
Integrated Wealth Concepts
Massachusetts
$13.4M +$3.48M +150,681 +35%
Stifel Financial
22
Stifel Financial
Missouri
$12.8M +$4.43M +191,618 +54%
ATPW
23
Ashton Thomas Private Wealth
Arizona
$12.7M +$9.6M +415,235 +321%
FCA
24
FinTrust Capital Advisors
South Carolina
$12.3M +$181K +7,808 +2%
Renaissance Technologies
25
Renaissance Technologies
New York
$11.8M +$11.5M +496,900 +4,559%

IBTF Hedge Fund Activity: Q4 2023 in Review

224 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q4 2023, worth a combined $1.54B — up 22% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new IBTF positions and 15 closed out — a net gain of 49 holders — while 107 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $76.2M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $139M.

  • 224 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q4 2023, up from 179 in Q3 2023.
  • Funds reported $1.54B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q4 2023, up 22% quarter-over-quarter.
  • 64 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q4 2023 and 15 closed out, a net change of +49 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q4 2023 was Morgan Stanley, an estimated $76.2M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q4 2023 was CAPTRUST Financial Advisors, an estimated $139M sold.

Based on aggregated 13F filings for Q4 2023.