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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
MA
26
MKT Advisors
California
$12.2M +$414K +18,578 +4%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$10.9M +$1.44M +64,572 +15%
CCG
28
Chatham Capital Group
Georgia
$10.9M +$270K +12,136 +3%
LPT
29
Legacy Private Trust
Wisconsin
$10.9M +$443K +19,892 +4%
CIM
30
Confluence Investment Management
Missouri
$10.5M -$21.1M -947,477 -67%
KF
31
Krilogy Financial
Missouri
$10.2M +$893K +40,082 +10%
WMS
32
Wealth Management Strategies
Pennsylvania
$8.8M +$916K +41,139 +12%
SPIA
33
Steward Partners Investment Advisory
New York
$8.56M -$26.9K -1,206 -0.3%
Financial Engines Advisors
34
Financial Engines Advisors
California
$8.4M +$808K +36,302 +11%
CCWA
35
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.37M +$2.44M +109,737 +42%
TAM
36
Titleist Asset Management
Texas
$7.62M +$7.57M +339,809 New
SCA
37
Snowden Capital Advisors
New York
$7.48M +$656K +29,448 +10%
AAIM
38
Asset Advisors Investment Management
Georgia
$7.26M +$3.03M +136,205 +73%
SWM
39
Shelton Wealth Management
Texas
$7.21M +$640K +28,722 +10%
OPPS
40
Obsidian Personal Planning Solutions
Maryland
$7.09M +$7M +314,176 New
FA
41
Fagan Associates
New York
$6.93M -$478K -21,480 -6%
CTC
42
Central Trust Company
Missouri
$6.92M +$1.05M +46,957 +18%
OPA
43
Old Port Advisors
Maine
$6.59M +$252K +11,305 +4%
UCFA
44
United Capital Financial Advisors
Texas
$6.55M +$4.76M +213,722 +272%
MW
45
MBL Wealth
North Carolina
$6.21M -$92.4K -4,149 -1%
PA
46
Probity Advisors
Texas
$6.18M -$962K -43,218 -14%
E3F
47
Eight 31 Financial
Texas
$6.01M +$5.97M +267,993 New
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$5.28M +$1.41M +63,385 +37%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$5.19M +$687K +30,838 +15%
Citadel Advisors
50
Citadel Advisors
Florida
$5.05M +$5.02M +225,294 New
1
2
3 4 5

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.