IBTH icon

iShares iBonds Dec 2027 Term Treasury ETF

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
Holders
255
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$31.5M
2 -$4.83M
3 -$4.75M
4
FTUS
Flow Traders U.S.
New York
-$3.01M
5
1WM
1858 Wealth Management
Ohio
-$2.92M
Name Holding Trade Value Shares
Change
Change in
Stake
KOMWMG
101
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.32M
SWM
102
Scissortail Wealth Management
Oklahoma
$1.29M
APW
103
Austin Private Wealth
Texas
$1.22M
ADL
104
Asset Dedication LLC
California
$1.21M
GI
105
Gradient Investments
Minnesota
$1.18M
MML Investors Services
106
MML Investors Services
Massachusetts
$1.15M
SW
107
Simplicity Wealth
New Jersey
$1.1M
KIM
108
Kestra Investment Management
Texas
$1.08M
KTM
109
Keeler Thomas Management
Utah
$1.07M
OC
110
Oppenheimer & Co
New York
$1.02M
Creative Planning
111
Creative Planning
Kansas
$996K
SPC
112
Sigma Planning Corp
Michigan
$995K
CIA
113
Compass Ion Advisors
Pennsylvania
$977K
CPRC
114
Consolidated Portfolio Review Corp
New York
$957K
HWM
115
Horizons Wealth Management
North Carolina
$950K
TCA
116
Transcend Capital Advisors
New Jersey
$907K
SWA
117
Stratos Wealth Advisors
Ohio
$904K
EW
118
Element Wealth
Mississippi
$884K
MWM
119
Modera Wealth Management
New Jersey
$877K
4WM
120
4J Wealth Management
Virginia
$859K
AWM
121
Apollon Wealth Management
South Carolina
$856K
GHA
122
Granite Harbor Advisors
Texas
$852K
FW
123
FullCircle Wealth
Texas
$845K
CSP
124
Cary Street Partners
Virginia
$767K
SWP
125
Summit Wealth Partners
Florida
$758K