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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
KOMWMG
101
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.32M +$512K +22,841 +64%
SWM
102
Scissortail Wealth Management
Oklahoma
$1.29M +$5.89K +263 +0.5%
APW
103
Austin Private Wealth
Texas
$1.22M +$172K +7,691 +16%
ADL
104
Asset Dedication LLC
California
$1.21M +$60.2K +2,686 +5%
GI
105
Gradient Investments
Minnesota
$1.18M +$1.3K +58 +0.1%
MML Investors Services
106
MML Investors Services
Massachusetts
$1.15M +$739K +32,993 +182%
SW
107
Simplicity Wealth
New Jersey
$1.1M +$585K +26,130 +115%
KIM
108
Kestra Investment Management
Texas
$1.08M +$388K +17,328 +56%
KTM
109
Keeler Thomas Management
Utah
$1.07M +$270K +12,067 +34%
OC
110
Oppenheimer & Co
New York
$1.02M +$2.02K +90 +0.2%
Creative Planning
111
Creative Planning
Kansas
$996K – – –
SPC
112
Sigma Planning Corp
Michigan
$995K +$13.2K +591 +1%
CIA
113
Compass Ion Advisors
Pennsylvania
$977K +$189K +8,452 +24%
CPRC
114
Consolidated Portfolio Review Corp
New York
$957K +$73.3K +3,274 +8%
HWM
115
Horizons Wealth Management
North Carolina
$950K +$45.1K +2,011 +5%
TCA
116
Transcend Capital Advisors
New Jersey
$907K – – –
SWA
117
Stratos Wealth Advisors
Ohio
$904K +$901K +40,206 New
EW
118
Element Wealth
Mississippi
$884K +$82.8K +3,695 +10%
MWM
119
Modera Wealth Management
New Jersey
$877K +$243K +10,827 +38%
4WM
120
4J Wealth Management
Virginia
$859K -$89K -3,974 -9%
AWM
121
Apollon Wealth Management
South Carolina
$856K +$7.26K +324 +0.9%
GHA
122
Granite Harbor Advisors
Texas
$852K +$16.6K +742 +2%
FW
123
FullCircle Wealth
Texas
$845K -$40.1K -1,789 -5%
CSP
124
Cary Street Partners
Virginia
$767K -$30.8K -1,374 -4%
SWP
125
Summit Wealth Partners
Florida
$758K +$100K +4,470 +15%
3 4
5
6 7

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.