iShares iBonds Dec 2027 Term Treasury ETF
IBTH
256 hedge funds and large institutions have $1.25B 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, 51 reducing their positions, and 15 closing their positions.
157% more repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 51
131% more capital inflows, than outflows
Capital inflows: $163M | Capital outflows: $70.5M
120% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 15
6% more funds holding
Funds holding: 241 → 256 (+15)
1.66% more ownership
Funds ownership: 76.64% → 78.3% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$22.2M |
| 2 |
HM Payson & Co
Portland,
Maine
|
+$17.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$17.5M |
| 4 |
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$13.1M |
| 5 |
LPL Financial
San Diego,
California
|
+$9.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Summitry LLC
Foster City,
California
|
-$31.5M |
| 2 |
Morgan Stanley
New York
|
-$4.81M |
| 3 |
Jane Street
New York
|
-$4.75M |
| 4 |
Flow Traders U.S.
New York
|
-$3M |
| 5 |
1858 Wealth Management
Akron,
Ohio
|
-$2.92M |
IBTH Hedge Fund Activity: Q2 2025 in Review
256 of the 7,621 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 $1.25B — up 8% 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 51 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.
- 256 institutional investors held iShares iBonds Dec 2027 Term Treasury ETF (IBTH) as of Q2 2025, up from 241 in Q1 2025.
- Funds reported $1.25B of iShares iBonds Dec 2027 Term Treasury ETF stock for Q2 2025, up 8% 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.