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iShares iBonds Dec 2027 Term Treasury ETF

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: 241255 (+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: 1110 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
PJSIMP
201
P.J. Schmidt Investment Management (PJS)
Wisconsin
$237K +$236K +10,531 New
HA
202
Hamel Associates
New Jersey
$235K +$235K +10,469 New
PCIA
203
Prime Capital Investment Advisors
Kansas
$232K +$231K +10,311 New
PWS
204
Precision Wealth Strategies
Missouri
$229K +$228K +10,176 New
TC
205
Trust Company
Kansas
$229K -$24.9K -1,110 -10%
LIA
206
LBMC Investment Advisors
Tennessee
$223K +$222K +9,930 New
CAM
207
Costello Asset Management
Pennsylvania
$215K -$91K -4,060 -30%
BFG
208
Berger Financial Group
Minnesota
$213K
MIM
209
Moseley Investment Management
Florida
$212K +$211K +9,439 New
LIG
210
Lokken Investment Group
Delaware
$210K +$209K +9,335 New
MCC
211
Money Concepts Capital
Florida
$209K +$208K +9,290 New
BCM
212
Brookstone Capital Management
Illinois
$207K +$207K +9,220 New
IAIM
213
International Assets Investment Management
Florida
$206K
Corient Private Wealth
214
Corient Private Wealth
Florida
$204K -$161K -7,172 -44%
BFIM
215
Beese Fulmer Investment Management
Ohio
$204K +$203K +9,064 New
RPC
216
Rossmore Private Capital
Connecticut
$203K
PFM
217
Phillips Financial Management
Indiana
$202K -$103K -4,582 -34%
HC
218
Hara Capital
Washington
$177K
PWA
219
Physician Wealth Advisors
Utah
$155K
CTWM
220
Cherry Tree Wealth Management
Minnesota
$127K +$12K +537 +11%
HIA
221
Harbor Investment Advisory
Maryland
$80K +$39.8K +1,777 +100%
Bank of Montreal
222
Bank of Montreal
Ontario, Canada
$77.3K -$302K -13,486 -80%
PTC
223
Private Trust Company
Ohio
$75.7K
BWL
224
Bogart Wealth LLC
Virginia
$74.4K +$45 +2 +0.1%
BOJHT
225
Bank of Jackson Hole Trust
Wyoming
$73.8K

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.