We are live on ! Find out more
IBTH icon

iShares iBonds Dec 2027 Term Treasury ETF

274 hedge funds and large institutions have $1.34B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 137 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 56

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

8% more capital invested

Capital invested by funds: $1.24B → $1.34B (+$103M)

7% more funds holding

Funds holding: 255274 (+19)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1.18% less ownership

Funds ownership: 77.81%76.63% (-1.2%)

Holders
274
Holders Change
+19
Holders Change %
+7.45%
% of All Funds
3.6%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
36
Increased
137
Reduced
56
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MBT
101
Montecito Bank & Trust
California
$1.48M +$1.47M +65,530 New
MWM
102
Modera Wealth Management
New Jersey
$1.44M +$560K +24,960 +64%
HBT
103
Heartland Bank & Trust
Illinois
$1.43M +$997K +44,431 +233%
CFS
104
Cannon Financial Strategists
Georgia
$1.43M +$12.3K +550 +0.9%
RWP
105
Reliant Wealth Planning
Kentucky
$1.38M +$45K +2,006 +3%
KOMWMG
106
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.37M +$49K +2,181 +4%
SWM
107
Scissortail Wealth Management
Oklahoma
$1.31M +$16.3K +728 +1%
MML Investors Services
108
MML Investors Services
Massachusetts
$1.25M +$95.2K +4,240 +8%
APW
109
Austin Private Wealth
Texas
$1.15M -$79.8K -3,555 -7%
SIA
110
SkyView Investment Advisors
New Jersey
$1.13M +$1.12M +50,000 New
Creative Planning
111
Creative Planning
Kansas
$1.07M +$72.3K +3,222 +7%
KTM
112
Keeler Thomas Management
Utah
$1.07M +$2.33K +104 +0.2%
MWM
113
Modern Wealth Management
Kansas
$1.03M +$677K +30,154 +194%
CPRC
114
Consolidated Portfolio Review Corp
New York
$1.02M +$61.1K +2,720 +6%
GI
115
Gradient Investments
Minnesota
$1.01M -$171K -7,601 -14%
HWM
116
Horizons Wealth Management
North Carolina
$1.01M +$57.4K +2,556 +6%
CIA
117
Compass Ion Advisors
Pennsylvania
$978K
KAS
118
Kestra Advisory Services
Texas
$960K +$207K +9,240 +28%
TCA
119
Transcend Capital Advisors
New Jersey
$908K
Lido Advisors
120
Lido Advisors
California
$894K +$891K +39,683 New
EW
121
Element Wealth
Mississippi
$886K
GHA
122
Granite Harbor Advisors
Texas
$865K +$11.4K +510 +1%
AWM
123
Apollon Wealth Management
South Carolina
$864K +$7.23K +322 +0.8%
BC
124
Barrett & Company
Rhode Island
$857K +$99.3K +4,425 +13%
4WM
125
4J Wealth Management
Virginia
$843K -$17.1K -763 -2%