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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
BWM
201
BCS Wealth Management
Tennessee
$226K – – –
GS
202
GTS Securities
New York
$226K +$224K +10,074 New
BFG
203
Berger Financial Group
Minnesota
$212K – – –
IAIM
204
International Assets Investment Management
Florida
$205K – – –
RPC
205
Rossmore Private Capital
Connecticut
$202K +$201K +9,014 New
HC
206
Hara Capital
Washington
$177K -$614K -27,561 -78%
PWA
207
Physician Wealth Advisors
Utah
$155K +$52.3K +2,350 +52%
SWC
208
Spectrum Wealth Counsel
Indiana
$115K – – –
CTWM
209
Cherry Tree Wealth Management
Minnesota
$114K +$15K +673 +15%
PTC
210
Private Trust Company
Ohio
$75.5K – – –
BWL
211
Bogart Wealth LLC
Virginia
$74.1K +$45 +2 +0.1%
BOJHT
212
Bank of Jackson Hole Trust
Wyoming
$73.5K +$30.9K +1,388 +73%
TCM
213
TD Capital Management
Tennessee
$46K +$290 +13 +0.6%
CAL
214
Capital Analysts LLC
Pennsylvania
$46K – – –
HIA
215
Harbor Investment Advisory
Maryland
$39.9K +$39.6K +1,778 New
RF
216
Robbins Farley
New Hampshire
$32.4K – – –
LWA
217
Lowe Wealth Advisors
Maryland
$29.1K +$29K +1,300 New
HWM
218
Hemington Wealth Management
Virginia
$28K – – –
EB
219
Eastern Bank
Massachusetts
$25.8K – – –
BL
220
Balentine LLC
Georgia
$25.2K – – –
BTD
221
BankPlus Trust Department
Mississippi
$23.7K – – –
NP
222
NorthRock Partners
Minnesota
$21.4K +$21.3K +956 New
AGWCA
223
Annis Gardner Whiting Capital Advisors
Florida
$19.3K – – –
LWANC
224
Laurel Wealth Advisors (North Carolina)
North Carolina
$19.1K – – –
US Bancorp
225
US Bancorp
Minnesota
$17.9K – – –
7 8
9
10 11

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.