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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
CSP
126
Cary Street Partners
Virginia
$795K -$18.9K -848 -2%
KTM
127
Keeler Thomas Management
Utah
$792K +$787K +35,321 New
KAS
128
Kestra Advisory Services
Texas
$788K +$11.7K +526 +2%
CIA
129
Compass Ion Advisors
Pennsylvania
$784K +$95.4K +4,283 +14%
BC
130
Barrett & Company
Rhode Island
$754K +$102K +4,600 +16%
CCM
131
Coldstream Capital Management
Washington
$732K +$359K +16,112 +97%
WCP
132
Wick Capital Partners
Pennsylvania
$714K +$709K +31,845 New
AWM
133
AllSquare Wealth Management
New York
$711K +$23.9K +1,075 +4%
EP
134
Essential Planning
New Hampshire
$710K -$18.6M -836,086 -96%
CIBC World Market
135
CIBC World Market
Ontario, Canada
$704K – – –
KIM
136
Kestra Investment Management
Texas
$693K +$530K +23,801 +336%
EH
137
Equitable Holdings
New York
$685K +$113K +5,086 +20%
RWM
138
Riverchase Wealth Management
Texas
$669K +$255K +11,452 +62%
SWP
139
Summit Wealth Partners
Florida
$655K – – –
MFIM
140
Mesirow Financial Investment Management
Illinois
$651K -$3.05K -137 -0.5%
MWM
141
Modera Wealth Management
New Jersey
$631K +$79.7K +3,579 +15%
PB
142
Pinnacle Bancorp
Nebraska
$610K +$180K +8,087 +42%
DSC
143
Duncker Streett & Co
Missouri
$596K – – –
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$593K +$487K +21,851 +476%
RFG
145
RFP Financial Group
Georgia
$591K +$587K +26,347 New
BPA
146
Beacon Pointe Advisors
California
$576K +$191K +8,581 +50%
SF
147
Safeguard Financial
Wisconsin
$565K -$14.7K -662 -3%
BSTWA
148
Blake Schutter Theil Wealth Advisors
Ohio
$539K +$50.1K +2,250 +10%
SWMG
149
Signature Wealth Management Group
Georgia
$535K +$103K +4,633 +24%
CFGA
150
Cambridge Financial Group (Arizona)
Arizona
$524K +$4.94K +222 +1%
4 5
6
7 8

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.