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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
PA
76
Parallel Advisors
California
$2.42M +$2.37M +106,482 +6,525%
PGA
77
Portland Global Advisors
Maine
$2.39M +$228K +10,230 +11%
SCM
78
SCS Capital Management
Massachusetts
$2.31M -$118K -5,303 -5%
AI
79
Atria Investments
North Carolina
$2.27M +$133K +5,951 +6%
LF
80
Lantz Financial
Illinois
$2.25M +$26.8K +1,205 +1%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$2.24M +$352K +15,795 +19%
S
82
SignatureFD
Georgia
$2.22M +$1.04M +46,884 +90%
LWL
83
Leo Wealth LLC
Texas
$2.19M +$452K +20,283 +26%
AC
84
Apella Capital
Connecticut
$2.18M +$1.81M +81,185 +510%
HCM
85
Howland Capital Management
Massachusetts
$2.17M +$790K +35,456 +58%
HFS
86
Hughes Financial Services
Virginia
$2.09M +$99.3K +4,457 +5%
WANY
87
Wealthspire Advisors (New York)
New York
$2.08M +$774K +34,767 +60%
GAM
88
Gould Asset Management
California
$2.02M – – –
MPPLM
89
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.98M +$780K +35,036 +66%
PAS
90
Park Avenue Securities
New York
$1.97M +$202K +9,070 +12%
SFB
91
STAR Financial Bank
Indiana
$1.9M +$23.5K +1,054 +1%
VA
92
Valmark Advisers
Ohio
$1.89M +$300K +13,492 +19%
HighTower Advisors
93
HighTower Advisors
Illinois
$1.87M -$56.5K -2,538 -3%
TFS
94
Thoroughbred Financial Services
Tennessee
$1.85M +$247K +11,075 +16%
HF
95
HRT Financial
New York
$1.61M +$1.6M +71,962 New
TC
96
TFR Capital
Texas
$1.6M +$1.59M +71,307 New
R
97
Rebalance
California
$1.59M +$1.58M +71,140 New
ABC
98
Associated Banc-Corp
Wisconsin
$1.56M +$66.6K +2,990 +4%
JSA
99
Jim Saulnier & Associates
Colorado
$1.54M +$118K +5,301 +8%
FFG
100
Foundry Financial Group
New Hampshire
$1.48M +$116K +5,229 +9%
2 3
4
5 6

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.