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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
AWM
176
Alterna Wealth Management
Texas
$324K +$322K +14,457 New
PA
177
PSI Advisors
Florida
$315K +$252K +11,300 +412%
KAS
178
KPP Advisory Services
Kentucky
$309K – – –
HI
179
Harbour Investments
Wisconsin
$309K +$282K +12,643 +1,124%
CAM
180
Costello Asset Management
Pennsylvania
$305K -$6.73K -302 -2%
PFM
181
Phillips Financial Management
Indiana
$304K +$14.5K +651 +5%
KWM
182
KFG Wealth Management
Indiana
$296K +$55.9K +2,508 +23%
PS
183
Principal Securities
Iowa
$294K – – –
MA
184
MONECO Advisors
Connecticut
$290K +$288K +12,942 New
National Bank of Canada
185
National Bank of Canada
Quebec, Canada
$290K +$79K +3,548 +38%
MA
186
Montag & Associates
Georgia
$288K +$26.1K +1,174 +10%
GSB
187
Greenfield Savings Bank
Massachusetts
$285K -$3.03K -136 -1%
AGP
188
Autumn Glory Partners
Texas
$284K – – –
WT
189
Washington Trust
Rhode Island
$276K -$95.8K -4,300 -26%
MCM
190
Mattern Capital Management
Colorado
$270K +$1.76K +79 +0.7%
MWM
191
Mascoma Wealth Management
New Hampshire
$257K – – –
RCA
192
Resonant Capital Advisors
Wisconsin
$257K -$47.1K -2,117 -16%
PCA
193
Prosperity Capital Advisors
Ohio
$257K -$8.64K -388 -3%
Mariner
194
Mariner
Kansas
$255K +$254K +11,390 New
HFA
195
Highland Financial Advisors
New Jersey
$253K – – –
TC
196
Trust Company
Kansas
$253K – – –
Comerica Bank
197
Comerica Bank
Texas
$252K +$186K +8,338 +287%
IAA
198
Independent Advisor Alliance
North Carolina
$243K -$2.61M -117,323 -92%
HBT
199
Hills Bank & Trust
Iowa
$241K +$18.7K +841 +8%
OPTFSNA
200
Old Point Trust & Financial Services N A
Virginia
$237K +$72.4K +3,250 +45%
6 7
8
9 10

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.