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iShares iBonds Dec 2027 Term Treasury ETF
IBTH

255 hedge funds and large institutions have $1.24B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 131 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 50

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

7% more capital invested

Capital invested by funds: $1.16B → $1.24B (+$82.8M)

6% more funds holding

Funds holding: 241 → 255 (+14)

1.17% more ownership

Funds ownership: 76.64% → 77.81% (+1.2%)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

Holders
255
Holders Change
+14
Holders Change %
+5.81%
% of All Funds
3.36%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
33
Increased
131
Reduced
50
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$22.2M
2
HPC
HM Payson & Co
Maine
+$17.9M
3
Bank of America
Bank of America
North Carolina
+$17.5M
4
TPWA
TRUE Private Wealth Advisors
Oregon
+$13.1M
5
LPL Financial
LPL Financial
California
+$9.58M

Top Sellers

Rank Fund Capital Flow
1
SL
Summitry LLC
California
-$31.5M
2
Morgan Stanley
Morgan Stanley
New York
-$4.81M
3
Jane Street
Jane Street
New York
-$4.75M
4
FTUS
Flow Traders U.S.
New York
-$3M
5
1WM
1858 Wealth Management
Ohio
-$2.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
SB
51
Strategic Blueprint
Georgia
$5.06M +$1.12M +50,212 +29%
BFO
52
Boston Family Office
Massachusetts
$4.99M +$620K +27,664 +14%
BlackRock
53
BlackRock
New York
$4.25M +$702K +31,326 +20%
SWM
54
Stockman Wealth Management
Montana
$4.18M +$235K +10,509 +6%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$4.02M +$1.35M +60,039 +51%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$4M -$167K -7,459 -4%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$3.99M +$307K +13,719 +8%
AC
58
Apella Capital
Connecticut
$3.92M +$1.75M +78,323 +81%
Truist Financial
59
Truist Financial
North Carolina
$3.89M -$290K -12,936 -7%
R
60
Rebalance
California
$3.86M +$2.25M +100,533 +141%
Ameriprise
61
Ameriprise
Minnesota
$3.63M +$163K +7,296 +5%
AF
62
Allworth Financial
California
$3.45M +$981K +43,782 +40%
DADC
63
D.A. Davidson & Co
Montana
$3.45M +$691K +30,842 +25%
APW
64
Atlantic Private Wealth
North Carolina
$3.39M +$2.08M +93,011 +161%
S
65
SignatureFD
Georgia
$3.38M +$1.15M +51,159 +52%
IA
66
IFP Advisors
Florida
$3.28M +$70.4K +3,144 +2%
AWP
67
Accretive Wealth Partners
New Jersey
$3.26M +$210K +9,391 +7%
Citadel Advisors
68
Citadel Advisors
Florida
$3.24M -$1.82M -81,289 -36%
LIM
69
Leavell Investment Management
Alabama
$3.17M +$567K +25,306 +22%
RL
70
Retireful LLC
Michigan
$2.99M +$2.98M +133,060 New
MPPLM
71
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.98M +$990K +44,185 +50%
PA
72
Parallel Advisors
California
$2.74M +$306K +13,636 +13%
SA
73
Sanctuary Advisors
Indiana
$2.68M +$127K +5,678 +5%
LF
74
Lantz Financial
Illinois
$2.65M +$391K +17,445 +17%
SF
75
Synovus Financial
Georgia
$2.63M -$201K -8,972 -7%
1 2
3
4 5

IBTH Hedge Fund Activity: Q2 2025 in Review

255 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) for Q2 2025, worth a combined $1.24B — up 7.2% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IBTH positions and 15 closed out — a net gain of 18 holders — while 131 added to existing stakes and 50 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $22.2M. The largest seller was Summitry LLC, exiting entirely with an estimated $31.5M sold.

  • 255 institutional investors held iShares iBonds Dec 2027 Term Treasury ETF (IBTH) as of Q2 2025, up from 241 in Q1 2025.
  • Funds reported $1.24B of iShares iBonds Dec 2027 Term Treasury ETF stock for Q2 2025, up 7.2% quarter-over-quarter.
  • 33 funds opened new iShares iBonds Dec 2027 Term Treasury ETF positions in Q2 2025 and 15 closed out, a net change of +18 holders.
  • The largest iShares iBonds Dec 2027 Term Treasury ETF buyer in Q2 2025 was Focus Partners Wealth, an estimated $22.2M added.
  • The largest iShares iBonds Dec 2027 Term Treasury ETF seller in Q2 2025 was Summitry LLC, an estimated $31.5M sold.

Based on aggregated 13F filings for Q2 2025.