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IBTF

iShares iBonds Dec 2025 Term Treasury ETF

Delisted

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

307 hedge funds and large institutions have $1.48B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 110 increasing their positions, 122 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

3% more funds holding

Funds holding: 298307 (+9)

10% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 122

4.53% less ownership

Funds ownership: 77.72%73.19% (-4.5%)

15% less capital invested

Capital invested by funds: $1.74B → $1.48B (-$254M)

47% less funds holding in top 10

Funds holding in top 10: 158 (-7)

Holders
307
Holders Change
+9
Holders Change %
+3.02%
% of All Funds
4.04%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.11%
New
37
Increased
110
Reduced
122
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
1
HM Payson & Co
Maine
$106M +$36K +1,545 +0%
Bank of America
2
Bank of America
North Carolina
$94.4M +$421K +18,062 +0.4%
Morgan Stanley
3
Morgan Stanley
New York
$83.1M -$7.46M -319,626 -8%
LPL Financial
4
LPL Financial
California
$59.7M -$10.6M -453,883 -15%
CIA
5
Capital Investment Advisors
Georgia
$58.1M -$6.04M -258,876 -9%
HBT
6
Hills Bank & Trust
Iowa
$50.9M -$504K -21,610 -1%
UBS Group
7
UBS Group
Switzerland
$44.6M -$1.04M -44,405 -2%
NA
8
NewEdge Advisors
Louisiana
$30.8M -$2.91M -124,678 -9%
Raymond James Financial
9
Raymond James Financial
Florida
$29.8M -$18.4M -786,917 -38%
CWM
10
Connecticut Wealth Management
Connecticut
$27.6M +$4.17M +178,565 +18%
IWC
11
Integrated Wealth Concepts
Massachusetts
$26.8M -$340K -14,560 -1%
Wells Fargo
12
Wells Fargo
California
$26M -$35.3M -1,511,609 -58%
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.8M +$235K +10,080 +1%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$23.9M -$4.32M -185,283 -15%
DP
15
Denver PWM
Colorado
$20.4M +$4.01M +171,752 +24%
Osaic Holdings
16
Osaic Holdings
Arizona
$19.9M -$1.05M -45,132 -5%
HAS
17
Horizon Advisory Services
New York
$18.6M +$422K +18,108 +2%
SWA
18
Stratos Wealth Advisors
Ohio
$18.5M -$38.8M -1,661,030 -68%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$18.4M -$356K -15,265 -2%
KF
20
Krilogy Financial
Missouri
$16.3M +$441K +18,908 +3%
DWA
21
Delta Wealth Advisors
Indiana
$16.2M +$779K +33,372 +5%
Stifel Financial
22
Stifel Financial
Missouri
$15.7M +$177K +7,600 +1%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$15.4M -$2.61M -111,898 -15%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$15.4M +$53.6K +2,296 +0.3%
MCM
25
MV Capital Management
Maryland
$15.3M -$199K -8,549 -1%

IBTF Hedge Fund Activity: Q2 2025 in Review

307 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) for Q2 2025, worth a combined $1.48B — down 15% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IBTF positions and 22 closed out — a net gain of 15 holders — while 110 added to existing stakes and 122 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $7.08M. The largest seller was Stratos Wealth Advisors, cutting an estimated $38.8M.

  • 307 institutional investors held iShares iBonds Dec 2025 Term Treasury ETF (IBTF) as of Q2 2025, up from 298 in Q1 2025.
  • Funds reported $1.48B of iShares iBonds Dec 2025 Term Treasury ETF stock for Q2 2025, down 15% quarter-over-quarter.
  • 37 funds opened new iShares iBonds Dec 2025 Term Treasury ETF positions in Q2 2025 and 22 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF buyer in Q2 2025 was Goldman Sachs, an estimated $7.08M added.
  • The largest iShares iBonds Dec 2025 Term Treasury ETF seller in Q2 2025 was Stratos Wealth Advisors, an estimated $38.8M sold.

Based on aggregated 13F filings for Q2 2025.