iShares iBonds Dec 2025 Term Treasury ETF
IBTF
IBTF was delisted on the 15th of December, 2025.
298 hedge funds and large institutions have $1.74B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 143 increasing their positions, 89 reducing their positions, and 23 closing their positions.
61% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 89
9% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 23
1% less funds holding
Funds holding: 300 → 298 (-2)
10% less capital invested
Capital invested by funds: $1.93B → $1.74B (-$191M)
10.01% less ownership
Funds ownership: 87.71% → 77.69% (-10%)
12% less funds holding in top 10
Funds holding in top 10: 17 → 15 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$15.8M |
| 2 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$12.6M |
| 3 |
HPC
HM Payson & Co
Portland,
Maine
|
+$8.86M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$7.34M |
| 5 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$7.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
-$195M |
| 2 |
SL
Summitry LLC
Foster City,
California
|
-$39.9M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$15M |
| 4 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
-$11.6M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$7.07M |
IBTF Hedge Fund Activity: Q1 2025 in Review
298 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q1 2025, worth a combined $1.74B — down 9.9% from $1.93B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IBTF positions and 23 closed out — a net gain of 2 holders — while 143 added to existing stakes and 89 trimmed.
The largest buyer was LPL Financial, adding an estimated $15.8M. The largest seller was Essential Planning, cutting an estimated $195M.
- 298 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q1 2025, down from 300 in Q4 2024.
- Funds reported $1.74B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q1 2025, down 9.9% quarter-over-quarter.
- 25 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q1 2025 and 23 closed out, a net change of +2 holders.
- The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q1 2025 was LPL Financial, an estimated $15.8M added.
- The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q1 2025 was Essential Planning, an estimated $195M sold.
Based on aggregated 13F filings for Q1 2025.