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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 %
TC
201
Trust Company
Kansas
$229K 10,164 -1,110 -10%
LIA
202
LBMC Investment Advisors
Tennessee
$223K 9,930 +9,930 New
CAM
203
Costello Asset Management
Pennsylvania
$215K 9,552 -4,060 -30%
BFG
204
Berger Financial Group
Minnesota
$213K 9,466 – –
MIM
205
Moseley Investment Management
Florida
$212K 9,439 +9,439 New
LIG
206
Lokken Investment Group
Delaware
$210K 9,335 +9,335 New
MCC
207
Money Concepts Capital
Florida
$209K 9,290 +9,290 New
BCM
208
Brookstone Capital Management
Illinois
$207K 9,220 +9,220 New
IAIM
209
International Assets Investment Management
Florida
$206K 9,145 – –
Corient Private Wealth
210
Corient Private Wealth
Florida
$204K 9,074 -7,172 -44%
BFIM
211
Beese Fulmer Investment Management
Ohio
$204K 9,064 +9,064 New
RPC
212
Rossmore Private Capital
Connecticut
$203K 9,014 – –
PFM
213
Phillips Financial Management
Indiana
$202K 8,965 -4,582 -34%
HC
214
Hara Capital
Washington
$177K 7,876 – –
PWA
215
Physician Wealth Advisors
Utah
$155K 6,892 – –
CTWM
216
Cherry Tree Wealth Management
Minnesota
$127K 5,638 +537 +11%
HIA
217
Harbor Investment Advisory
Maryland
$80K 3,555 +1,777 +100%
Bank of Montreal
218
Bank of Montreal
Ontario, Canada
$77.3K 3,437 -13,486 -80%
PTC
219
Private Trust Company
Ohio
$75.7K 3,366 – –
BWL
220
Bogart Wealth LLC
Virginia
$74.4K 3,308 +2 +0.1%
BOJHT
221
Bank of Jackson Hole Trust
Wyoming
$73.8K 3,282 – –
ACA
222
Aptus Capital Advisors
Alabama
$63.4K 2,820 +2,679 +1,900%
TCM
223
TD Capital Management
Tennessee
$46.7K 2,075 +21 +1%
CAL
224
Capital Analysts LLC
Pennsylvania
$46K 2,057 – –
AGWCA
225
Annis Gardner Whiting Capital Advisors
Florida
$40K 1,778 +916 +106%
7 8
9
10 11