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iShares iBonds Dec 2027 Term Treasury ETF
IBTH

241 hedge funds and large institutions have $1.16B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 136 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 38

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

20% more capital invested

Capital invested by funds: $962M → $1.16B (+$195M)

7% more funds holding

Funds holding: 226 → 241 (+15)

0.07% less ownership

Funds ownership: 76.72% → 76.64% (-0.07%)

Holders
241
Holders Change
+15
Holders Change %
+6.64%
% of All Funds
3.23%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
28
Increased
136
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
Summitry LLC
California
+$31.3M
2
TPWA
TRUE Private Wealth Advisors
Oregon
+$31.1M
3
FAC
Financial Advisory Corporation
Michigan
+$16.9M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$13.9M
5
HPC
HM Payson & Co
Maine
+$11.8M

Top Sellers

1
CIM
Confluence Investment Management
Missouri
-$21.1M
2
EP
Essential Planning
New Hampshire
-$18.6M
3
NA
NewEdge Advisors
Louisiana
-$4.14M
4
RL
Retireful LLC
Michigan
-$3.36M
5
IAA
Independent Advisor Alliance
North Carolina
-$2.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPB
226
First PREMIER Bank
South Dakota
$17K – – –
CIBC Private Wealth Group
227
CIBC Private Wealth Group
Georgia
$15.7K – – –
OC
228
Oakworth Capital
Alabama
$15.7K – – –
AWM
229
AE Wealth Management
Kansas
$14.7K – – –
CFD
230
Creative Financial Designs
Indiana
$13.8K +$2.81K +126 +26%
HWA
231
HHM Wealth Advisors
Tennessee
$13.5K – – –
BTI
232
Blue Trust Inc
Georgia
$12.4K +$22 +1 +0.2%
Fidelity Investments
233
Fidelity Investments
Massachusetts
$12.2K +$12.1K +544 +27,200%
SC
234
Stephens Consulting
Michigan
$7.49K – – –
FFA
235
Farther Finance Advisors
California
$6.58K -$6.15K -276 -48%
LCM
236
Logan Capital Management
Pennsylvania
$6.26K – – –
Jones Financial Companies
237
Jones Financial Companies
Missouri
$4.31K +$4.28K +192 New
ACA
238
Aptus Capital Advisors
Alabama
$3.17K – – –
TWC
239
TD Waterhouse Canada
Ontario, Canada
$1.41K -$1.27K -57 -48%
NRG
240
Nemes Rush Group
Michigan
$1.35K – – –
APW
241
Aventura Private Wealth
Florida
$112 – – –
RL
242
Retireful LLC
Michigan
– -$3.36M -151,230 Closed
BCI
243
Brinker Capital Investments
Pennsylvania
– -$936K -42,069 Closed
OPS
244
Orion Portfolio Solutions
Nebraska
– -$936K -42,069 Closed
AWG
245
Altus Wealth Group
Colorado
– -$717K -32,317 Closed
SRC
246
Shufro Rose & Co
New York
– -$554K -24,963 Closed
NG
247
Novem Group
New York
– -$307K -13,853 Closed
MFG
248
Mendota Financial Group
Wisconsin
– -$230K -10,374 Closed
KBFS
249
Kohmann Bosshard Financial Services
Ohio
– -$47.1K -2,121 Closed
SAM
250
Synergy Asset Management
Washington
– -$16.7K -738 Closed
7 8 9
10
11

IBTH Hedge Fund Activity: Q1 2025 in Review

241 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) for Q1 2025, worth a combined $1.16B — up 20% from $962M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBTH positions and 10 closed out — a net gain of 18 holders — while 136 added to existing stakes and 38 trimmed.

The largest buyer was Summitry LLC, opening a new position worth an estimated $31.3M. The largest seller was Confluence Investment Management, cutting an estimated $21.1M.

  • 241 institutional investors held iShares iBonds Dec 2027 Term Treasury ETF (IBTH) as of Q1 2025, up from 226 in Q4 2024.
  • Funds reported $1.16B of iShares iBonds Dec 2027 Term Treasury ETF stock for Q1 2025, up 20% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2027 Term Treasury ETF positions in Q1 2025 and 10 closed out, a net change of +18 holders.
  • The largest iShares iBonds Dec 2027 Term Treasury ETF buyer in Q1 2025 was Summitry LLC, an estimated $31.3M added.
  • The largest iShares iBonds Dec 2027 Term Treasury ETF seller in Q1 2025 was Confluence Investment Management, an estimated $21.1M sold.

Based on aggregated 13F filings for Q1 2025.