iShares iBonds Dec 2027 Term Treasury ETF
IBTH
314 hedge funds and large institutions have $1.86B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2026 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 151 increasing their positions, 72 reducing their positions, and 17 closing their positions.
110% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 72
41% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 17
4% more capital invested
Capital invested by funds: $1.79B → $1.86B (+$65M)
0% more funds holding
Funds holding: 314 → 314 (0)
1.04% less ownership
Funds ownership: 85.51% → 84.46% (-1%)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$34.9M |
| 2 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$13.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$12.2M |
| 4 |
BlackRock
New York
|
+$11.4M |
| 5 |
MIG
McGuire Investment Group
Wakefield,
Rhode Island
|
+$9.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$32.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$11.2M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$10.6M |
| 4 |
LAM
L2 Asset Management
Wayland,
Massachusetts
|
-$6.38M |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$4.89M |
IBTH Hedge Fund Activity: Q2 2026 in Review
314 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) for Q2 2026, worth a combined $1.86B — up 3.6% from $1.79B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IBTH positions and 17 closed out — a net gain of 7 holders — while 151 added to existing stakes and 72 trimmed.
The largest buyer was Arax Advisory Partners, opening a new position worth an estimated $34.9M. The largest seller was TRUE Private Wealth Advisors, cutting an estimated $32.6M.
- 314 institutional investors held iShares iBonds Dec 2027 Term Treasury ETF (IBTH) as of Q2 2026, unchanged from Q1 2026.
- Funds reported $1.86B of iShares iBonds Dec 2027 Term Treasury ETF stock for Q2 2026, up 3.6% quarter-over-quarter.
- 24 funds opened new iShares iBonds Dec 2027 Term Treasury ETF positions in Q2 2026 and 17 closed out, a net change of +7 holders.
- The largest iShares iBonds Dec 2027 Term Treasury ETF buyer in Q2 2026 was Arax Advisory Partners, an estimated $34.9M added.
- The largest iShares iBonds Dec 2027 Term Treasury ETF seller in Q2 2026 was TRUE Private Wealth Advisors, an estimated $32.6M sold.
Based on aggregated 13F filings for Q2 2026.