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iShares iBonds Dec 2027 Term Treasury ETF
IBTH

Overview Fund Activity

251 hedge funds and large institutions have $1.1B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 128 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+12
Holders Change %
+5.02%
% of All Funds
3.37%
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
128
Reduced
50
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$22.3M
2
Bank of America
Bank of America
North Carolina
+$17.5M
3
TPWA
TRUE Private Wealth Advisors
Oregon
+$13.1M
4
LPL Financial
LPL Financial
California
+$9.62M
5
OFS
OneAscent Financial Services
Alabama
+$6.39M

Top Sellers

1
SL
Summitry LLC
California
-$31.5M
2
Morgan Stanley
Morgan Stanley
New York
-$4.83M
3
Jane Street
Jane Street
New York
-$4.75M
4
FTUS
Flow Traders U.S.
New York
-$3.01M
5
1WM
1858 Wealth Management
Ohio
-$2.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
176
National Bank of Canada
Quebec, Canada
$303K +$12K +536 +4%
GRP
177
Global Retirement Partners
California
$294K +$294K +13,095 New
MA
178
MONECO Advisors
Connecticut
$291K – – –
MA
179
Montag & Associates
Georgia
$289K – – –
CWM
180
Connecticut Wealth Management
Connecticut
$289K +$289K +12,845 New
OPTFSNA
181
Old Point Trust & Financial Services N A
Virginia
$284K +$46.3K +2,060 +20%
IAA
182
Independent Advisor Alliance
North Carolina
$282K +$38.3K +1,702 +16%
BMCM
183
Black Maple Capital Management
Wisconsin
$281K +$281K +12,500 New
AGP
184
Autumn Glory Partners
Texas
$278K -$6.28K -279 -2%
WT
185
Washington Trust
Rhode Island
$276K – – –
GSB
186
Greenfield Savings Bank
Massachusetts
$275K -$10.8K -480 -4%
PS
187
Principal Securities
Iowa
$271K -$27K -1,200 -9%
MCM
188
Mattern Capital Management
Colorado
$271K – – –
DWM
189
DecisionMap Wealth Management
Virginia
$260K +$260K +11,563 New
VWA
190
Visionary Wealth Advisors
Illinois
$259K +$259K +11,538 New
MWM
191
Mascoma Wealth Management
New Hampshire
$258K – – –
RCA
192
Resonant Capital Advisors
Wisconsin
$258K – – –
HFA
193
Highland Financial Advisors
New Jersey
$254K – – –
Comerica Bank
194
Comerica Bank
Texas
$252K -$292 -13 -0.1%
HBT
195
Hills Bank & Trust
Iowa
$250K +$8.88K +395 +4%
AWE
196
Avidian Wealth Enterprises
Texas
$247K +$247K +10,970 New
FTUS
197
Flow Traders U.S.
New York
$244K -$3.01M -133,802 -93%
PJSIMP
198
P.J. Schmidt Investment Management (PJS)
Wisconsin
$237K +$237K +10,531 New
HA
199
Hamel Associates
New Jersey
$235K +$235K +10,469 New
PCIA
200
Prime Capital Investment Advisors
Kansas
$232K +$232K +10,311 New
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