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iShares iBonds Dec 2027 Term Treasury ETF
IBTH

50 hedge funds and large institutions have $141M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

933% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 3

195% more capital invested

Capital invested by funds: $47.9M → $141M (+$93.5M)

127% more funds holding

Funds holding: 22 → 50 (+28)

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

0.57% less ownership

Funds ownership: 93.86% → 93.29% (-0.57%)

Holders
50
Holders Change
+28
Holders Change %
+127.27%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
10
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$35M
2
CIM
Confluence Investment Management
Missouri
+$31.1M
3
Goldman Sachs
Goldman Sachs
New York
+$11.6M
4
FCA
FinTrust Capital Advisors
South Carolina
+$10M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.12M

Top Sellers

Rank Fund Capital Flow
1
SBL
Sargent Bickham Lagudis
Colorado
-$17.5M
2
Bank of America
Bank of America
North Carolina
-$8.52M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.11M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$536K
5
T
TCWP
Ohio
-$254K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$278K +$278K +12,491 New
CIAS
27
CFS Investment Advisory Services
New Jersey
$257K +$257K +11,535 New
CA
28
Cetera Advisors
Colorado
$235K +$235K +10,569 New
TFS
29
Thoroughbred Financial Services
Tennessee
$231K +$231K +10,406 New
Cerity Partners
30
Cerity Partners
New York
$220K -$83.9K -3,772 -28%
GHA
31
Granite Harbor Advisors
Texas
$213K +$213K +9,554 New
SPIA
32
Steward Partners Investment Advisory
New York
$183K – – –
IA
33
IFP Advisors
Florida
$154K +$136K +6,100 New
BWM
34
BerganKDV Wealth Management
Minnesota
$142K +$142K +6,386 New
JFG
35
JDM Financial Group
Texas
$139K +$139K +6,226 New
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$101K +$101K +4,557 New
FWM
37
Focused Wealth Management
New York
$82K +$82K +3,687 New
GRP
38
Global Retirement Partners
California
$81.3K +$81.3K +3,654 New
BFEC
39
Benjamin F. Edwards & Company
Missouri
$65K -$53.7K -2,415 -45%
BC
40
Barrett & Company
Rhode Island
$55.6K – – –
TCM
41
TD Capital Management
Tennessee
$42K +$42K +1,890 New
ASN
42
Advisory Services Network
Georgia
$39.2K +$39.2K +1,761 New
RF
43
Robbins Farley
New Hampshire
$32.1K +$32.1K +1,444 New
BEI
44
Benjamin Edwards Inc
Missouri
$32K -$43.1K -1,936 -57%
FNBOSM
45
First National Bank of South Miami
Florida
$29K +$28.9K +1,300 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$28K -$45.7K -2,055 -62%
GI
47
Gradient Investments
Minnesota
$20.4K -$2.36K -106 -10%
BAM
48
Belpointe Asset Management
Nevada
$16.9K +$16.9K +759 New
AWM
49
AllSquare Wealth Management
New York
$12.2K +$12.2K +550 New
NA
50
NewEdge Advisors
Louisiana
$5K +$5M +224,939 New
1
2
3

IBTH Hedge Fund Activity: Q4 2022 in Review

50 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) for Q4 2022, worth a combined $141M — up 195% from $47.9M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IBTH positions and 3 closed out — a net gain of 28 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Wells Fargo, adding an estimated $35M. The largest seller was Sargent Bickham Lagudis, cutting an estimated $17.5M.

  • 50 institutional investors held iShares iBonds Dec 2027 Term Treasury ETF (IBTH) as of Q4 2022, up from 22 in Q3 2022.
  • Funds reported $141M of iShares iBonds Dec 2027 Term Treasury ETF stock for Q4 2022, up 195% quarter-over-quarter.
  • 31 funds opened new iShares iBonds Dec 2027 Term Treasury ETF positions in Q4 2022 and 3 closed out, a net change of +28 holders.
  • The largest iShares iBonds Dec 2027 Term Treasury ETF buyer in Q4 2022 was Wells Fargo, an estimated $35M added.
  • The largest iShares iBonds Dec 2027 Term Treasury ETF seller in Q4 2022 was Sargent Bickham Lagudis, an estimated $17.5M sold.

Based on aggregated 13F filings for Q4 2022.