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