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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
KOC
151
Koss-Olinger Consulting
Florida
$516K +$12.5K +563 +3%
SW
152
Simplicity Wealth
New Jersey
$508K +$504K +22,642 New
BEI
153
Benjamin Edwards Inc
Missouri
$490K -$32.4K -1,457 -6%
SAMC
154
Spectrum Asset Management (California)
California
$486K +$20.8K +936 +5%
SPWM
155
Straight Path Wealth Management
Michigan
$481K -$32.8K -1,473 -6%
Cerity Partners
156
Cerity Partners
New York
$470K +$178 +8 +0%
SFGP
157
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$462K +$50.3K +2,260 +12%
FWM
158
Focused Wealth Management
New York
$443K +$70.8K +3,181 +19%
CCB
159
Country Club Bank
Missouri
$430K -$24.7K -1,109 -5%
KPWS
160
Kestra Private Wealth Services
Texas
$414K +$60.4K +2,713 +17%
MML Investors Services
161
MML Investors Services
Massachusetts
$408K +$50.6K +2,273 +14%
PAG
162
Private Advisor Group
New Jersey
$407K -$131K -5,878 -24%
WFMPM
163
Woodley Farra Manion Portfolio Management
Indiana
$406K +$142K +6,373 +54%
CIAS
164
CFS Investment Advisory Services
New Jersey
$399K +$84.7K +3,805 +27%
HBT
165
Heartland Bank & Trust
Illinois
$396K – – –
EIA
166
Eldridge Investment Advisors
New Hampshire
$382K +$124K +5,578 +49%
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$379K +$340K +15,286 +934%
CBT
168
Crews Bank & Trust
Florida
$377K -$17.8K -800 -5%
Goldman Sachs
169
Goldman Sachs
New York
$376K -$180K -8,062 -32%
T
170
Tableaux
Massachusetts
$366K +$364K +16,338 New
Corient Private Wealth
171
Corient Private Wealth
Florida
$364K +$362K +16,246 New
JCM
172
Jacobi Capital Management
Pennsylvania
$358K +$200 +9 +0.1%
SAI
173
Savvy Advisors Inc
New York
$352K +$846 +38 +0.2%
CTA
174
Chesley Taft & Associates
Illinois
$350K +$347K +15,600 New
TWM
175
Trinity Wealth Management
Pennsylvania
$333K – – –
5 6
7
8 9

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.