IBTH icon

iShares iBonds Dec 2027 Term Treasury ETF

250 hedge funds and large institutions have $1.09B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 127 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+12
Holders Change %
+5.04%
% of All Funds
3.35%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
33
Increased
127
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APW
101
Austin Private Wealth
Texas
$1.22M +$173K +7,691 +16%
ADL
102
Asset Dedication LLC
California
$1.21M +$60.4K +2,686 +5%
GI
103
Gradient Investments
Minnesota
$1.18M +$1.3K +58 +0.1%
MML Investors Services
104
MML Investors Services
Massachusetts
$1.15M +$742K +32,993 +182%
SW
105
Simplicity Wealth
New Jersey
$1.1M +$588K +26,130 +115%
KIM
106
Kestra Investment Management
Texas
$1.08M +$389K +17,328 +56%
KTM
107
Keeler Thomas Management
Utah
$1.07M +$271K +12,067 +34%
OC
108
Oppenheimer & Co
New York
$1.02M +$2.02K +90 +0.2%
Creative Planning
109
Creative Planning
Kansas
$996K
SPC
110
Sigma Planning Corp
Michigan
$995K +$13.3K +591 +1%
CIA
111
Compass Ion Advisors
Pennsylvania
$977K +$190K +8,452 +24%
CPRC
112
Consolidated Portfolio Review Corp
New York
$957K +$73.6K +3,274 +8%
HWM
113
Horizons Wealth Management
North Carolina
$950K +$45.2K +2,011 +5%
TCA
114
Transcend Capital Advisors
New Jersey
$907K
SWA
115
Stratos Wealth Advisors
Ohio
$904K +$904K +40,206 New
EW
116
Element Wealth
Mississippi
$884K +$83.1K +3,695 +10%
MWM
117
Modera Wealth Management
New Jersey
$877K +$243K +10,827 +38%
4WM
118
4J Wealth Management
Virginia
$859K -$89.4K -3,974 -9%
AWM
119
Apollon Wealth Management
South Carolina
$856K +$7.29K +324 +0.9%
GHA
120
Granite Harbor Advisors
Texas
$852K +$16.7K +742 +2%
LWANC
121
Laurel Wealth Advisors (North Carolina)
North Carolina
$850K +$812K +18,267 +2,149%
FW
122
FullCircle Wealth
Texas
$845K -$40.1K -1,789 -5%
CSP
123
Cary Street Partners
Virginia
$767K -$30.9K -1,374 -4%
SWP
124
Summit Wealth Partners
Florida
$758K +$101K +4,470 +15%
BC
125
Barrett & Company
Rhode Island
$756K