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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
HCM
76
Howland Capital Management
Massachusetts
$2.57M +$390K +17,387 +18%
PGA
77
Portland Global Advisors
Maine
$2.57M +$168K +7,494 +7%
MCM
78
MAI Capital Management
Ohio
$2.45M -$25.7K -1,148 -1%
MBTD
79
Mechanics Bank - Trust Department
California
$2.42M -$28K -1,250 -1%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$2.36M +$114K +5,097 +5%
AI
81
Atria Investments
North Carolina
$2.35M +$76.5K +3,415 +3%
SCM
82
SCS Capital Management
Massachusetts
$2.32M +$4.39K +196 +0.2%
LWL
83
Leo Wealth LLC
Texas
$2.18M -$14.2K -632 -0.6%
WANY
84
Wealthspire Advisors (New York)
New York
$2.18M +$86.6K +3,865 +4%
HFS
85
Hughes Financial Services
Virginia
$2.16M +$63.2K +2,820 +3%
VA
86
Valmark Advisers
Ohio
$2.13M +$238K +10,641 +13%
SFB
87
STAR Financial Bank
Indiana
$2.11M +$204K +9,120 +11%
GAM
88
Gould Asset Management
California
$2.1M +$70.6K +3,150 +3%
PAS
89
Park Avenue Securities
New York
$2.02M +$39.3K +1,755 +2%
HighTower Advisors
90
HighTower Advisors
Illinois
$1.99M +$106K +4,713 +6%
TC
91
TFR Capital
Texas
$1.98M +$375K +16,745 +23%
JSA
92
Jim Saulnier & Associates
Colorado
$1.98M +$427K +19,078 +28%
ABC
93
Associated Banc-Corp
Wisconsin
$1.9M +$327K +14,586 +21%
CCP
94
Carmel Capital Partners
California
$1.83M +$1.83M +81,500 New
TFS
95
Thoroughbred Financial Services
Tennessee
$1.51M -$338K -15,074 -18%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$1.47M +$146K +6,516 +11%
CFS
97
Cannon Financial Strategists
Georgia
$1.42M +$13.6K +605 +1%
Mariner
98
Mariner
Kansas
$1.37M +$1.11M +49,744 +437%
FFG
99
Foundry Financial Group
New Hampshire
$1.34M -$142K -6,336 -10%
RWP
100
Reliant Wealth Planning
Kentucky
$1.33M +$130K +5,792 +11%
2 3
4
5 6

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.