Who Owns IBTH?
iShares iBonds Dec 2027 Term Treasury ETF — Institutional Ownership & 13F Holdings
$22.36
-0.06 (-0.29%)
Market Cap
$2.1B
Shares Outstanding
93,713,115
Institutional Holders
237
Total Inst. Value
$822.4M
% of Float Held
—
QoQ Holder Change
+131
Institutional data as of Q1 2025
New Positions
64
Closed Positions
12
Increased
116
Decreased
29
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $82.3M | 3,672,900 |
| 2 | BANK OF AMERICA CORP /DE/ | $60.3M | 2,687,653 |
| 3 | WELLS FARGO & COMPANY/MN | $44.2M | 1,973,530 |
| 4 | SUMMITRY LLCNew | $31.5M | 1,406,269 |
| 5 | TRUE Private Wealth AdvisorsNew | $31.3M | 1,396,111 |
| 6 | NewEdge Advisors, LLC | $29.1M | 1,297,469 |
| 7 | UBS Group AG | $24.3M | 1,081,916 |
| 8 | RAYMOND JAMES FINANCIAL INC | $22.0M | 981,795 |
| 9 | Integrated Wealth Concepts LLC | $20.4M | 909,949 |
| 10 | Financial Advisory Corp | $17.4M | 776,867 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +217K | $82.3M |
| BANK OF AMERICA CORP /DE/ | +281K | $60.3M |
| WELLS FARGO & COMPANY/MN | +462K | $44.2M |
| SUMMITRY LLCNew | +1.4M | $31.5M |
| TRUE Private Wealth AdvisorsNew | +1.4M | $31.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | -947K | $11K |
| NewEdge Advisors, LLC | -186K | $29.1M |
| Independent Advisor Alliance | -117K | $243K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -90K | $14.0M |
| Probity Advisors, Inc. | -43K | $6.2M |
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Frequently Asked Questions
How many institutional investors hold IBTH?
As of Q1 2025, 237 institutional investors report holding IBTH (iShares iBonds Dec 2027 Term Treasury ETF) in their 13F filings.
Which hedge fund owns the most IBTH?
The largest institutional holder of IBTH is MORGAN STANLEY with $82.3M in shares.
Are institutions buying or selling IBTH?
This quarter, 64 institutions opened new positions in IBTH and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.