iShares iBonds Dec 2027 Term Treasury ETF
IBTH
314 hedge funds and large institutions have $1.79B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 160 increasing their positions, 68 reducing their positions, and 14 closing their positions.
143% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 14
135% more repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 68
10% more capital invested
Capital invested by funds: $1.63B → $1.79B (+$167M)
5% more funds holding
Funds holding: 300 → 314 (+14)
1.46% more ownership
Funds ownership: 84.05% → 85.51% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$28.4M |
| 2 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
+$23.1M |
| 3 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$18.3M |
| 4 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$15.7M |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HPC
HM Payson & Co
Portland,
Maine
|
-$15.1M |
| 2 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$9.69M |
| 3 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$6.11M |
| 4 |
MW
MBL Wealth
Charlotte,
North Carolina
|
-$5.69M |
| 5 |
PAS
Park Avenue Securities
New York
|
-$4.34M |
IBTH Hedge Fund Activity: Q1 2026 in Review
314 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) for Q1 2026, worth a combined $1.79B — up 10% from $1.63B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new IBTH positions and 14 closed out — a net gain of 20 holders — while 160 added to existing stakes and 68 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $28.4M. The largest seller was HM Payson & Co, cutting an estimated $15.1M.
- 314 institutional investors held iShares iBonds Dec 2027 Term Treasury ETF (IBTH) as of Q1 2026, up from 300 in Q4 2025.
- Funds reported $1.79B of iShares iBonds Dec 2027 Term Treasury ETF stock for Q1 2026, up 10% quarter-over-quarter.
- 34 funds opened new iShares iBonds Dec 2027 Term Treasury ETF positions in Q1 2026 and 14 closed out, a net change of +20 holders.
- The largest iShares iBonds Dec 2027 Term Treasury ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $28.4M added.
- The largest iShares iBonds Dec 2027 Term Treasury ETF seller in Q1 2026 was HM Payson & Co, an estimated $15.1M sold.
Based on aggregated 13F filings for Q1 2026.