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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
CFS
101
Cannon Financial Strategists
Georgia
$1.4M +$7.71K +346 +0.6%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$1.32M +$107K +4,783 +9%
EW
103
Evexia Wealth
Wisconsin
$1.32M +$35.9K +1,614 +3%
APW
104
Atlantic Private Wealth
North Carolina
$1.29M +$357K +16,019 +38%
SWM
105
Scissortail Wealth Management
Oklahoma
$1.28M +$1.27M +57,237 New
RWP
106
Reliant Wealth Planning
Kentucky
$1.19M -$172K -7,709 -13%
GI
107
Gradient Investments
Minnesota
$1.18M -$199K -8,918 -15%
ADL
108
Asset Dedication LLC
California
$1.14M +$279K +12,537 +33%
MBT
109
Montecito Bank & Trust
California
$1.12M +$44.5K +2,000 +4%
Lido Advisors
110
Lido Advisors
California
$1.06M -$26.2K -1,176 -2%
APW
111
Austin Private Wealth
Texas
$1.05M +$42.4K +1,903 +4%
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$1.02M – – –
OC
113
Oppenheimer & Co
New York
$1.01M +$1.01M +45,254 New
Creative Planning
114
Creative Planning
Kansas
$993K -$181K -8,109 -15%
SPC
115
Sigma Planning Corp
Michigan
$979K +$208K +9,338 +27%
4WM
116
4J Wealth Management
Virginia
$945K +$1.47K +66 +0.2%
TCA
117
Transcend Capital Advisors
New Jersey
$904K +$5.97K +268 +0.7%
HWM
118
Horizons Wealth Management
North Carolina
$902K +$23.1K +1,036 +3%
FW
119
FullCircle Wealth
Texas
$889K -$84.4K -3,791 -9%
CPRC
120
Consolidated Portfolio Review Corp
New York
$880K +$101K +4,543 +13%
AWM
121
Apollon Wealth Management
South Carolina
$846K +$4.63K +208 +0.6%
GHA
122
Granite Harbor Advisors
Texas
$833K – – –
CSIA
123
Conrad Siegel Investment Advisors
Pennsylvania
$811K +$76.2K +3,421 +10%
KOMWMG
124
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$799K +$241K +10,819 +44%
EW
125
Element Wealth
Mississippi
$799K – – –
3 4
5
6 7

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.