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iShares iBonds Dec 2027 Term Treasury ETF
IBTH

255 hedge funds and large institutions have $1.24B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 131 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 50

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

7% more capital invested

Capital invested by funds: $1.16B → $1.24B (+$82.8M)

6% more funds holding

Funds holding: 241 → 255 (+14)

1.17% more ownership

Funds ownership: 76.64% → 77.81% (+1.2%)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

Holders
255
Holders Change
+14
Holders Change %
+5.81%
% of All Funds
3.36%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
33
Increased
131
Reduced
50
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$22.2M
2
HPC
HM Payson & Co
Maine
+$17.9M
3
Bank of America
Bank of America
North Carolina
+$17.5M
4
TPWA
TRUE Private Wealth Advisors
Oregon
+$13.1M
5
LPL Financial
LPL Financial
California
+$9.58M

Top Sellers

Rank Fund Capital Flow
1
SL
Summitry LLC
California
-$31.5M
2
Morgan Stanley
Morgan Stanley
New York
-$4.81M
3
Jane Street
Jane Street
New York
-$4.75M
4
FTUS
Flow Traders U.S.
New York
-$3M
5
1WM
1858 Wealth Management
Ohio
-$2.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
176
KPP Advisory Services
Kentucky
$310K – – –
Thrivent Financial for Lutherans
177
Thrivent Financial for Lutherans
Minnesota
$310K -$723K -32,267 -70%
National Bank of Canada
178
National Bank of Canada
Quebec, Canada
$303K +$12K +536 +4%
GRP
179
Global Retirement Partners
California
$294K +$293K +13,095 New
MA
180
MONECO Advisors
Connecticut
$291K – – –
MA
181
Montag & Associates
Georgia
$289K – – –
CWM
182
Connecticut Wealth Management
Connecticut
$289K +$288K +12,845 New
OPTFSNA
183
Old Point Trust & Financial Services N A
Virginia
$284K +$46.2K +2,060 +20%
IAA
184
Independent Advisor Alliance
North Carolina
$282K +$38.1K +1,702 +16%
BMCM
185
Black Maple Capital Management
Wisconsin
$281K +$280K +12,500 New
AGP
186
Autumn Glory Partners
Texas
$278K -$6.25K -279 -2%
WT
187
Washington Trust
Rhode Island
$276K – – –
GSB
188
Greenfield Savings Bank
Massachusetts
$275K -$10.8K -480 -4%
PS
189
Principal Securities
Iowa
$271K -$26.9K -1,200 -9%
MCM
190
Mattern Capital Management
Colorado
$271K – – –
DWM
191
DecisionMap Wealth Management
Virginia
$260K +$259K +11,563 New
VWA
192
Visionary Wealth Advisors
Illinois
$259K +$258K +11,538 New
MWM
193
Mascoma Wealth Management
New Hampshire
$258K – – –
RCA
194
Resonant Capital Advisors
Wisconsin
$258K – – –
HFA
195
Highland Financial Advisors
New Jersey
$254K – – –
Comerica Bank
196
Comerica Bank
Texas
$252K -$291 -13 -0.1%
HBT
197
Hills Bank & Trust
Iowa
$250K +$8.85K +395 +4%
PCA
198
Prosperity Capital Advisors
Ohio
$248K -$10.5K -469 -4%
AWE
199
Avidian Wealth Enterprises
Texas
$247K +$246K +10,970 New
FTUS
200
Flow Traders U.S.
New York
$244K -$3M -133,802 -93%
6 7
8
9 10

IBTH Hedge Fund Activity: Q2 2025 in Review

255 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) for Q2 2025, worth a combined $1.24B — up 7.2% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IBTH positions and 15 closed out — a net gain of 18 holders — while 131 added to existing stakes and 50 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $22.2M. The largest seller was Summitry LLC, exiting entirely with an estimated $31.5M sold.

  • 255 institutional investors held iShares iBonds Dec 2027 Term Treasury ETF (IBTH) as of Q2 2025, up from 241 in Q1 2025.
  • Funds reported $1.24B of iShares iBonds Dec 2027 Term Treasury ETF stock for Q2 2025, up 7.2% quarter-over-quarter.
  • 33 funds opened new iShares iBonds Dec 2027 Term Treasury ETF positions in Q2 2025 and 15 closed out, a net change of +18 holders.
  • The largest iShares iBonds Dec 2027 Term Treasury ETF buyer in Q2 2025 was Focus Partners Wealth, an estimated $22.2M added.
  • The largest iShares iBonds Dec 2027 Term Treasury ETF seller in Q2 2025 was Summitry LLC, an estimated $31.5M sold.

Based on aggregated 13F filings for Q2 2025.