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iShares iBonds Dec 2027 Term Treasury ETF
IBTH

Overview Fund Activity

249 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 15 closing their positions.

Holders
249
Holders Change
+11
Holders Change %
+4.62%
% of All Funds
3.34%
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
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$27.5M
2
Bank of America
2
Bank of America
North Carolina
$78M
3
TPWA
3
TRUE Private Wealth Advisors
Oregon
$44.5M
4
LPL Financial
4
LPL Financial
California
$26.9M
5
OFS
5
OneAscent Financial Services
Alabama
$11M

Top Sellers

1
SL
1
Summitry LLC
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$77.8M
3
Jane Street
3
Jane Street
New York
$0
4
FTUS
4
Flow Traders U.S.
New York
$244K
5
1WM
5
1858 Wealth Management
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GRP
176
Global Retirement Partners
California
$294K 13,095 +13,095 New
MA
177
MONECO Advisors
Connecticut
$291K 12,942 – –
MA
178
Montag & Associates
Georgia
$289K 12,865 – –
CWM
179
Connecticut Wealth Management
Connecticut
$289K 12,845 +12,845 New
OPTFSNA
180
Old Point Trust & Financial Services N A
Virginia
$284K 12,610 +2,060 +20%
IAA
181
Independent Advisor Alliance
North Carolina
$282K 12,538 +1,702 +16%
BMCM
182
Black Maple Capital Management
Wisconsin
$281K 12,500 +12,500 New
AGP
183
Autumn Glory Partners
Texas
$278K 12,369 -279 -2%
WT
184
Washington Trust
Rhode Island
$276K 12,294 – –
GSB
185
Greenfield Savings Bank
Massachusetts
$275K 12,232 -480 -4%
PS
186
Principal Securities
Iowa
$271K 12,034 -1,200 -9%
MCM
187
Mattern Capital Management
Colorado
$271K 12,030 – –
DWM
188
DecisionMap Wealth Management
Virginia
$260K 11,563 +11,563 New
VWA
189
Visionary Wealth Advisors
Illinois
$259K 11,538 +11,538 New
MWM
190
Mascoma Wealth Management
New Hampshire
$258K 11,484 – –
RCA
191
Resonant Capital Advisors
Wisconsin
$258K 11,483 – –
HFA
192
Highland Financial Advisors
New Jersey
$254K 11,306 – –
Comerica Bank
193
Comerica Bank
Texas
$252K 11,226 -13 -0.1%
HBT
194
Hills Bank & Trust
Iowa
$250K 11,136 +395 +4%
AWE
195
Avidian Wealth Enterprises
Texas
$247K 10,970 +10,970 New
FTUS
196
Flow Traders U.S.
New York
$244K 10,845 -133,802 -93%
PJSIMP
197
P.J. Schmidt Investment Management (PJS)
Wisconsin
$237K 10,531 +10,531 New
HA
198
Hamel Associates
New Jersey
$235K 10,469 +10,469 New
PCIA
199
Prime Capital Investment Advisors
Kansas
$232K 10,311 +10,311 New
PWS
200
Precision Wealth Strategies
Missouri
$229K 10,176 +10,176 New
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8
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