iShares iBonds Dec 2027 Term Treasury ETF
IBTH
275 hedge funds and large institutions have $1.36B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 139 increasing their positions, 56 reducing their positions, and 16 closing their positions.
148% more repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 56
119% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 16
9% more capital invested
Capital invested by funds: $1.25B → $1.36B (+$109M)
7% more funds holding
Funds holding: 256 → 275 (+19)
0.88% less ownership
Funds ownership: 78.41% → 77.54% (-0.88%)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPPS
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
+$18.3M |
| 2 |
HPC
HM Payson & Co
Portland,
Maine
|
+$12.1M |
| 3 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$9.85M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$9.45M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$6.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Snowden Capital Advisors
New York
|
-$6.8M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.03M |
| 4 |
RL
Retireful LLC
Haslett,
Michigan
|
-$2.99M |
| 5 |
WCP
Wick Capital Partners
Wayne,
Pennsylvania
|
-$2.66M |
IBTH Hedge Fund Activity: Q3 2025 in Review
275 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) for Q3 2025, worth a combined $1.36B — up 8.7% from $1.25B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new IBTH positions and 16 closed out — a net gain of 19 holders — while 139 added to existing stakes and 56 trimmed.
The largest buyer was Obsidian Personal Planning Solutions, adding an estimated $18.3M. The largest seller was Snowden Capital Advisors, cutting an estimated $6.8M.
- 275 institutional investors held iShares iBonds Dec 2027 Term Treasury ETF (IBTH) as of Q3 2025, up from 256 in Q2 2025.
- Funds reported $1.36B of iShares iBonds Dec 2027 Term Treasury ETF stock for Q3 2025, up 8.7% quarter-over-quarter.
- 35 funds opened new iShares iBonds Dec 2027 Term Treasury ETF positions in Q3 2025 and 16 closed out, a net change of +19 holders.
- The largest iShares iBonds Dec 2027 Term Treasury ETF buyer in Q3 2025 was Obsidian Personal Planning Solutions, an estimated $18.3M added.
- The largest iShares iBonds Dec 2027 Term Treasury ETF seller in Q3 2025 was Snowden Capital Advisors, an estimated $6.8M sold.
Based on aggregated 13F filings for Q3 2025.