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iShares iBonds Dec 2027 Term Treasury ETF
IBTH
IBTH
226 hedge funds and large institutions have $962M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 124 increasing their positions, 27 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
433% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 9
359% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 27
35% more capital invested
Capital invested by funds: $715M → $962M (+$247M)
18% more funds holding
Funds holding: 192 → 226 (+34)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
6.81% more ownership
Funds ownership: 69.91% → 76.72% (+6.8%)
Holders
226
Holders Change
+34
Holders Change %
+17.71%
% of All Funds
2.98%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
48
Increased
124
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
ADL
Asset Dedication LLC
San Francisco,
California
|
-$1.7M |
| 2 |
PAS
Park Avenue Securities
New York
|
-$1.57M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.33M |
| 4 |
SIA
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
-$1.12M |
| 5 |
GI
GLOBALT Investments
Atlanta,
Georgia
|
-$1.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Fidelity Investments
Boston,
Massachusetts
| $44 | +$45 | +2 | New |
|
|
227
Citadel Advisors
Miami,
Florida
| – | -$1.33M | -58,727 | Closed |
|
|
SIA
228
SkyView Investment Advisors
Shrewsbury,
New Jersey
| – | -$1.12M | -50,000 | Closed |
|
|
CSPIA
229
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$1M | -44,212 | Closed |
|
|
BHPW
230
Beverly Hills Private Wealth
Beverly Hills,
California
| – | -$861K | -38,028 | Closed |
|
|
CCM
231
Crew Capital Management
Cincinnati,
Ohio
| – | -$518K | -22,890 | Closed |
|
|
SW
232
Simplicity Wealth
Summit,
New Jersey
| – | -$488K | -21,539 | Closed |
|
|
YWM
233
Yoder Wealth Management
Walnut Creek,
California
| – | -$401K | -17,700 | Closed |
|
|
GS
234
GTS Securities
New York
| – | -$288K | -12,720 | Closed |
|
|
LWA
235
Lowe Wealth Advisors
Columbia,
Maryland
| – | -$2.29K | -101 | Closed |
|