IBTH icon

iShares iBonds Dec 2027 Term Treasury ETF
IBTH

Overview Fund Activity

249 hedge funds and large institutions have $1.09B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 127 increasing their positions, 50 reducing their positions, and 15 closing their positions.

Holders
249
Holders Change
+11
Holders Change %
+4.62%
% of All Funds
3.34%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
33
Increased
127
Reduced
50
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$27.5M
2
Bank of America
2
Bank of America
North Carolina
$78M
3
TPWA
3
TRUE Private Wealth Advisors
Oregon
$44.5M
4
LPL Financial
4
LPL Financial
California
$26.9M
5
OFS
5
OneAscent Financial Services
Alabama
$11M

Top Sellers

1
SL
1
Summitry LLC
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$77.8M
3
Jane Street
3
Jane Street
New York
$0
4
FTUS
4
Flow Traders U.S.
New York
$244K
5
1WM
5
1858 Wealth Management
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
76
MAI Capital Management
Ohio
$2.45M 109,052 -1,148 -1%
MBTD
77
Mechanics Bank - Trust Department
California
$2.42M 107,500 -1,250 -1%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$2.36M 105,012 +5,097 +5%
AI
79
Atria Investments
North Carolina
$2.35M 104,496 +3,415 +3%
SCM
80
SCS Capital Management
Massachusetts
$2.32M 103,274 +196 +0.2%
LWL
81
Leo Wealth LLC
Texas
$2.18M 97,110 -632 -0.6%
WANY
82
Wealthspire Advisors (New York)
New York
$2.18M 96,821 +3,865 +4%
HFS
83
Hughes Financial Services
Virginia
$2.16M 96,333 +2,820 +3%
VA
84
Valmark Advisers
Ohio
$2.13M 94,912 +10,641 +13%
SFB
85
STAR Financial Bank
Indiana
$2.11M 93,867 +9,120 +11%
GAM
86
Gould Asset Management
California
$2.1M 93,285 +3,150 +3%
PAS
87
Park Avenue Securities
New York
$2.02M 89,591 +1,755 +2%
HighTower Advisors
88
HighTower Advisors
Illinois
$1.99M 88,270 +4,713 +6%
TC
89
TFR Capital
Texas
$1.98M 88,052 +16,745 +23%
JSA
90
Jim Saulnier & Associates
Colorado
$1.98M 87,976 +19,078 +28%
ABC
91
Associated Banc-Corp
Wisconsin
$1.9M 84,305 +14,586 +21%
CCP
92
Carmel Capital Partners
California
$1.83M 81,500 +81,500 New
TFS
93
Thoroughbred Financial Services
Tennessee
$1.52M 67,374 -15,074 -18%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$1.47M 65,529 +6,516 +11%
CFS
95
Cannon Financial Strategists
Georgia
$1.42M 62,973 +605 +1%
Mariner
96
Mariner
Kansas
$1.37M 61,134 +49,744 +437%
FFG
97
Foundry Financial Group
New Hampshire
$1.34M 59,461 -6,336 -10%
RWP
98
Reliant Wealth Planning
Kentucky
$1.33M 59,077 +5,792 +11%
KOMWMG
99
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.32M 58,481 +22,841 +64%
SWM
100
Scissortail Wealth Management
Oklahoma
$1.29M 57,500 +263 +0.5%
2 3
4
5 6