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.

247 hedge funds and large institutions have $1.82B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 131 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 59

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

5% more capital invested

Capital invested by funds: $1.73B → $1.82B (+$88.9M)

5% more funds holding

Funds holding: 235247 (+12)

0.2% less ownership

Funds ownership: 78.31%78.12% (-0.2%)

Holders
247
Holders Change
+12
Holders Change %
+5.11%
% of All Funds
3.57%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
29
Increased
131
Reduced
59
Closed
14
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
$357M +$35.3M +1,524,719 +11%
Morgan Stanley
2
Morgan Stanley
New York
$86.3M -$1.78M -76,802 -2%
HPC
3
HM Payson & Co
Maine
$86.2M +$9.28M +400,469 +12%
UBS Group
4
UBS Group
Switzerland
$83.2M -$7.82M -337,380 -9%
Bank of America
5
Bank of America
North Carolina
$77.9M +$4.35M +187,686 +6%
Wells Fargo
6
Wells Fargo
California
$69.7M -$1.08M -46,651 -2%
GI
7
GLOBALT Investments
Georgia
$61.5M +$267K +11,512 +0.4%
CIA
8
Capital Investment Advisors
Georgia
$54.5M +$2.67M +115,461 +5%
NA
9
NewEdge Advisors
Louisiana
$48.4M -$582K -25,138 -1%
HBT
10
Hills Bank & Trust
Iowa
$48M +$2.99M +129,007 +7%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$40.8M -$19.2M -828,973 -32%
LPL Financial
12
LPL Financial
California
$37.8M +$4.11M +177,647 +12%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$37.4M +$11.7M +505,066 +46%
SL
14
Summitry LLC
California
$35.8M +$995K +42,946 +3%
SWA
15
Stratos Wealth Advisors
Ohio
$28M +$27.7M +1,197,333 +13,801%
IWC
16
Integrated Wealth Concepts
Massachusetts
$21.8M +$2.91M +125,640 +15%
CCWA
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.8M +$1.95M +83,975 +10%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$20M -$4.82M -207,915 -19%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$16.8M +$996K +43,018 +6%
Osaic Holdings
20
Osaic Holdings
Arizona
$16.7M +$5.31M +229,138 +47%
Renaissance Technologies
21
Renaissance Technologies
New York
$15.9M +$2.14M +92,261 +16%
MCM
22
MV Capital Management
Maryland
$15.5M -$42.3K -1,828 -0.3%
CWM
23
Connecticut Wealth Management
Connecticut
$14.8M +$4.9M +211,501 +50%
Mariner
24
Mariner
Kansas
$14.4M -$357K -15,433 -2%
Stifel Financial
25
Stifel Financial
Missouri
$13.9M +$1.27M +54,851 +10%

IBTF Hedge Fund Activity: Q2 2024 in Review

247 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q2 2024, worth a combined $1.82B — up 5.1% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IBTF positions and 14 closed out — a net gain of 15 holders — while 131 added to existing stakes and 59 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $35.3M. The largest seller was Royal Bank of Canada, cutting an estimated $24.2M.

  • 247 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q2 2024, up from 235 in Q1 2024.
  • Funds reported $1.82B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q2 2024, up 5.1% quarter-over-quarter.
  • 29 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q2 2024 and 14 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q2 2024 was CAPTRUST Financial Advisors, an estimated $35.3M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q2 2024 was Royal Bank of Canada, an estimated $24.2M sold.

Based on aggregated 13F filings for Q2 2024.