iShares iBonds Dec 2027 Term Treasury ETF
IBTH
300 hedge funds and large institutions have $1.63B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 171 increasing their positions, 38 reducing their positions, and 18 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 38
183% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 18
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
20% more capital invested
Capital invested by funds: $1.36B → $1.63B (+$267M)
9% more funds holding
Funds holding: 275 → 300 (+25)
6.52% more ownership
Funds ownership: 77.54% → 84.05% (+6.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$38M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$27.3M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$25.8M |
| 4 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$18.2M |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$17.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$16.4M |
| 2 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$15.9M |
| 3 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$6.73M |
| 4 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$6.2M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$5.71M |
IBTH Hedge Fund Activity: Q4 2025 in Review
300 of the 8,263 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) for Q4 2025, worth a combined $1.63B — up 20% from $1.36B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new IBTH positions and 18 closed out — a net gain of 33 holders — while 171 added to existing stakes and 38 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $38M. The largest seller was Envestnet Asset Management, cutting an estimated $16.4M.
- 300 institutional investors held iShares iBonds Dec 2027 Term Treasury ETF (IBTH) as of Q4 2025, up from 275 in Q3 2025.
- Funds reported $1.63B of iShares iBonds Dec 2027 Term Treasury ETF stock for Q4 2025, up 20% quarter-over-quarter.
- 51 funds opened new iShares iBonds Dec 2027 Term Treasury ETF positions in Q4 2025 and 18 closed out, a net change of +33 holders.
- The largest iShares iBonds Dec 2027 Term Treasury ETF buyer in Q4 2025 was Brookstone Capital Management, an estimated $38M added.
- The largest iShares iBonds Dec 2027 Term Treasury ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $16.4M sold.
Based on aggregated 13F filings for Q4 2025.