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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
Stifel Financial
51
Stifel Financial
Missouri
$5.04M -$574K -25,753 -10%
Jane Street
52
Jane Street
New York
$4.75M +$3.13M +140,382 +196%
OFS
53
OneAscent Financial Services
Alabama
$4.6M +$197K +8,864 +5%
BFO
54
Boston Family Office
Massachusetts
$4.35M +$311K +13,948 +8%
Truist Financial
55
Truist Financial
North Carolina
$4.17M -$249K -11,194 -6%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$4.15M +$166K +7,438 +4%
NG
57
Northstar Group
New York
$4.09M +$1.02M +45,814 +34%
SWM
58
Stockman Wealth Management
Montana
$3.93M +$286K +12,834 +8%
SB
59
Strategic Blueprint
Georgia
$3.92M +$1.19M +53,400 +44%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$3.67M +$60.1K +2,697 +2%
BlackRock
61
BlackRock
New York
$3.53M +$2.8M +125,944 +400%
Ameriprise
62
Ameriprise
Minnesota
$3.46M +$95.4K +4,282 +3%
FTUS
63
Flow Traders U.S.
New York
$3.24M +$3.22M +144,647 New
IA
64
IFP Advisors
Florida
$3.2M +$208K +9,318 +7%
AWP
65
Accretive Wealth Partners
New Jersey
$3.04M +$641K +28,791 +27%
1WM
66
1858 Wealth Management
Ohio
$2.92M +$42.7K +1,919 +1%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$2.9M +$1.37M +61,716 +91%
SF
68
Synovus Financial
Georgia
$2.82M +$280K +12,582 +11%
DADC
69
D.A. Davidson & Co
Montana
$2.75M +$359K +16,126 +15%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$2.66M +$155K +6,938 +6%
LIM
71
Leavell Investment Management
Alabama
$2.59M +$142K +6,363 +6%
SA
72
Sanctuary Advisors
Indiana
$2.54M +$37.4K +1,680 +2%
MCM
73
MAI Capital Management
Ohio
$2.47M -$13K -585 -0.5%
AF
74
Allworth Financial
California
$2.46M +$36.7K +1,646 +2%
MBTD
75
Mechanics Bank - Trust Department
California
$2.44M +$729K +32,750 +43%
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.