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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
HPC
1
HM Payson & Co
Maine
$141M +$17.9M +799,454 +15%
Bank of America
2
Bank of America
North Carolina
$78M +$17.5M +779,722 +29%
Morgan Stanley
3
Morgan Stanley
New York
$77.8M -$4.81M -214,803 -6%
GI
4
GLOBALT Investments
Georgia
$64.8M -$1.41M -63,088 -2%
Wells Fargo
5
Wells Fargo
California
$45.5M +$1.11M +49,660 +3%
TPWA
6
TRUE Private Wealth Advisors
Oregon
$44.5M +$13.1M +583,522 +42%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$32.7M +$6.29M +280,888 +24%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$27.5M +$22.2M +991,648 +428%
NA
9
NewEdge Advisors
Louisiana
$27.2M -$1.95M -86,860 -7%
LPL Financial
10
LPL Financial
California
$26.9M +$9.58M +427,586 +56%
Raymond James Financial
11
Raymond James Financial
Florida
$25.1M +$2.97M +132,413 +13%
UBS Group
12
UBS Group
Switzerland
$24.7M +$368K +16,435 +2%
IWC
13
Integrated Wealth Concepts
Massachusetts
$22.7M +$2.18M +97,371 +11%
SWP
14
Stratos Wealth Partners
Ohio
$21.5M -$1.83M -81,475 -8%
FAC
15
Financial Advisory Corporation
Michigan
$17.6M +$127K +5,678 +0.7%
JAG
16
Journey Advisory Group
Kentucky
$17.6M +$260K +11,604 +2%
CIA
17
Capital Investment Advisors
Georgia
$16.8M +$370K +16,498 +2%
DP
18
Denver PWM
Colorado
$16.7M +$1.32M +58,902 +9%
Kovitz Investment Group Partners
19
Kovitz Investment Group Partners
Illinois
$15.6M +$1.09M +48,648 +8%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$14.5M +$3.52M +157,284 +32%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$14M -$50.7K -2,265 -0.4%
MCM
22
MV Capital Management
Maryland
$13.6M +$332K +14,820 +3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$13.6M -$50.4K -2,248 -0.4%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$13.3M -$25.3K -1,130 -0.2%
Osaic Holdings
25
Osaic Holdings
Arizona
$12.7M +$104K +4,622 +0.8%

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.