ISHARES IBONDS DEC 2027 TERM (IBTH) Institutional Ownership Changes & 13F Activity

ISHARES IBONDS DEC 2027 TERM (IBTH). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Wells Fargo & Company/Mn, Thrivent Financial For Lutherans, Ameriprise Financial Inc, and Mercer Global Advisors Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+123,089+6.5%2,024,159$45.28MQ2 2026Sep 23, 2026
Talon Private Wealth, LlcBuy+9,131—9,131$204.27KQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcBuy+69,459+5.3%1,383,002$30.94MQ2 2026Sep 09, 2026
Dakota Wealth ManagementSell-9,335-100.0%0$0.00Q2 2026Aug 26, 2026
Mercer Global Advisors IncBuy+221,102+9.0%2,688,763$60.15MQ2 2026Aug 19, 2026
Denver Pwm, LlcBuy+48,227+6.2%820,926$18.36MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+13,875+47.0%43,383$970.49KQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcBuy+88,157+6.0%1,569,360$35.10MQ2 2026Aug 17, 2026
Wealth Management Strategies, Inc.Buy+27,501+5.1%564,719$12.63MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+3,086+4.9%66,031$1.48MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+1,354+5.1%27,980$625.91KQ2 2026Aug 17, 2026
Bank Of America CorpBuy+545,196+14.5%4,312,834$96.48MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-499,320-20.0%1,991,715$44.55MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+367,006+191.0%559,196$12.51MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+325,758—325,758$7.28MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-103,501-5.5%1,771,083$39.62MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcSell-55,344-68.4%25,569$571.98KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+24,976+4.1%639,970$14.32MQ2 2026Aug 14, 2026
Cerity Partners LlcSell-16,439-22.3%57,304$1.28MQ2 2026Aug 14, 2026
Steelhead Wealth Management LlcSell-15,407-16.8%76,204$1.70MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+12,644+2.1%608,435$13.61MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+11,515—11,515$257.58KQ2 2026Aug 14, 2026
Davis R M IncBuy+11,497—11,497$257.19KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+10,536—10,536$235.68KQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Sell-6,347-1.9%335,892$7.51MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+6,237—6,237$139.52KQ2 2026Aug 14, 2026
Pinnacle Financial Partners, Inc.Buy+5,638+5.3%112,937$2.53MQ2 2026Aug 14, 2026
Coldstream Capital Management IncSell-2,348-6.8%32,284$722.19KQ2 2026Aug 14, 2026
Mai Capital ManagementSell-2,292-1.7%135,043$3.02MQ2 2026Aug 14, 2026
Waverly Advisors, LlcSell-1,500-14.0%9,252$206.97KQ2 2026Aug 14, 2026
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Frequently asked questions about IBTH activity

  • Which institutional owners are buying IBTH?

    Institutional owners buying IBTH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IBTH activity?

    "Buy" means an investor increased their reported position in IBTH compared to the prior reporting period. This reflects growing exposure to ISHARES IBONDS DEC 2027 TERM (IBTH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IBTH increasing?

    Institutional interest in IBTH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.