iShares iBonds Dec 2025 Term Treasury ETF
IBTF
IBTF was delisted on the 15th of December, 2025.
300 hedge funds and large institutions have $1.93B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 149 increasing their positions, 61 reducing their positions, and 21 closing their positions.
162% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 21
144% more repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 61
22% more capital invested
Capital invested by funds: $1.58B → $1.93B (+$347M)
21% more funds holding in top 10
Funds holding in top 10: 14 → 17 (+3)
11.92% more ownership
Funds ownership: 75.78% → 87.71% (+12%)
11% more funds holding
Funds holding: 271 → 300 (+29)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$194M |
| 2 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$28.4M |
| 3 |
HAS
Horizon Advisory Services
West Henrietta,
New York
|
+$17.7M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$12.4M |
| 5 |
SWM
Scissortail Wealth Management
Tulsa,
Oklahoma
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
GLOBALT Investments
Atlanta,
Georgia
|
-$53.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$32.4M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$15.9M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.06M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$3.23M |
IBTF Hedge Fund Activity: Q4 2024 in Review
300 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q4 2024, worth a combined $1.93B — up 22% from $1.58B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new IBTF positions and 21 closed out — a net gain of 34 holders — while 149 added to existing stakes and 61 trimmed.
The largest buyer was Essential Planning, adding an estimated $194M. The largest seller was GLOBALT Investments, cutting an estimated $53.3M.
- 300 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q4 2024, up from 271 in Q3 2024.
- Funds reported $1.93B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q4 2024, up 22% quarter-over-quarter.
- 55 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q4 2024 and 21 closed out, a net change of +34 holders.
- The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q4 2024 was Essential Planning, an estimated $194M added.
- The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q4 2024 was GLOBALT Investments, an estimated $53.3M sold.
Based on aggregated 13F filings for Q4 2024.