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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

271 hedge funds and large institutions have $1.58B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 137 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 11

111% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 65

10% more funds holding

Funds holding: 247271 (+24)

2.33% less ownership

Funds ownership: 78.12%75.78% (-2.3%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

13% less capital invested

Capital invested by funds: $1.82B → $1.58B (-$238M)

Holders
271
Holders Change
+24
Holders Change %
+9.72%
% of All Funds
3.89%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
36
Increased
137
Reduced
65
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
1
HM Payson & Co
Maine
$90.1M +$3.07M +131,964 +4%
UBS Group
2
UBS Group
Switzerland
$85.3M +$1.45M +62,093 +2%
Morgan Stanley
3
Morgan Stanley
New York
$84.9M -$2.1M -90,162 -2%
Bank of America
4
Bank of America
North Carolina
$82.4M +$3.77M +161,746 +5%
Wells Fargo
5
Wells Fargo
California
$67.3M -$2.95M -126,591 -4%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$59.3M -$300M -12,861,636 -84%
GI
7
GLOBALT Investments
Georgia
$58.7M -$3.32M -142,671 -5%
CIA
8
Capital Investment Advisors
Georgia
$56M +$983K +42,184 +2%
HBT
9
Hills Bank & Trust
Iowa
$49.6M +$1.16M +49,922 +2%
LPL Financial
10
LPL Financial
California
$43.9M +$5.77M +247,746 +15%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$39.5M +$1.73M +74,048 +5%
SL
12
Summitry LLC
California
$36.7M +$586K +25,147 +2%
NA
13
NewEdge Advisors
Louisiana
$32.8M -$16M -687,379 -33%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$32.3M -$8.82M -378,688 -22%
SWA
15
Stratos Wealth Advisors
Ohio
$30.2M +$1.91M +81,808 +7%
IWC
16
Integrated Wealth Concepts
Massachusetts
$25.8M +$3.79M +162,604 +17%
Renaissance Technologies
17
Renaissance Technologies
New York
$22.5M +$6.48M +278,100 +41%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21.8M +$887K +38,076 +4%
Osaic Holdings
19
Osaic Holdings
Arizona
$17.5M +$709K +30,441 +4%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$17M +$46.8K +2,009 +0.3%
CWM
21
Connecticut Wealth Management
Connecticut
$16.9M +$2.02M +86,488 +14%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$16.9M +$3.93M +168,630 +31%
MIM
23
Moseley Investment Management
Florida
$15.5M +$7.17M +307,709 +87%
MCM
24
MV Capital Management
Maryland
$15.4M -$158K -6,801 -1%
Stifel Financial
25
Stifel Financial
Missouri
$15.1M +$1.06M +45,383 +8%

IBTF Hedge Fund Activity: Q3 2024 in Review

271 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q3 2024, worth a combined $1.58B — down 13% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IBTF positions and 11 closed out — a net gain of 25 holders — while 137 added to existing stakes and 65 trimmed.

The largest buyer was Moseley Investment Management, adding an estimated $7.17M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $300M.

  • 271 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q3 2024, up from 247 in Q2 2024.
  • Funds reported $1.58B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q3 2024, down 13% quarter-over-quarter.
  • 36 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q3 2024 and 11 closed out, a net change of +25 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q3 2024 was Moseley Investment Management, an estimated $7.17M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q3 2024 was CAPTRUST Financial Advisors, an estimated $300M sold.

Based on aggregated 13F filings for Q3 2024.