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iShares iBonds Dec 2027 Term Treasury ETF
IBTH

67 hedge funds and large institutions have $163M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 4

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

34% more funds holding

Funds holding: 50 → 67 (+17)

16% more capital invested

Capital invested by funds: $141M → $163M (+$22.1M)

14.68% less ownership

Funds ownership: 93.29% → 78.61% (-15%)

Holders
67
Holders Change
+17
Holders Change %
+34%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
32
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWP
Stratos Wealth Partners
Ohio
+$9.18M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.52M
3
Bank of America
Bank of America
North Carolina
+$2.86M
4
Wells Fargo
Wells Fargo
California
+$2.75M
5
UBS Group
UBS Group
Switzerland
+$2.69M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$11.6M
2
Jane Street
Jane Street
New York
-$7.23M
3
KF
Krilogy Financial
Missouri
-$4.05M
4
PPW
Parcion Private Wealth
Washington
-$799K
5
FTUS
Flow Traders U.S.
New York
-$652K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
26
Lido Advisors
California
$689K +$683K +30,425 New
SWM
27
Stockman Wealth Management
Montana
$685K +$678K +30,208 New
IWC
28
Integrated Wealth Concepts
Massachusetts
$600K +$152K +6,777 +34%
RCA
29
Resonant Capital Advisors
Wisconsin
$514K +$16.5K +735 +3%
TFS
30
Thoroughbred Financial Services
Tennessee
$468K +$231K +10,288 +99%
Osaic Holdings
31
Osaic Holdings
Arizona
$467K +$138K +6,169 +43%
CAN
32
Cetera Advisor Networks
California
$460K +$456K +20,314 New
CIAS
33
CFS Investment Advisory Services
New Jersey
$437K +$174K +7,741 +67%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$332K +$329K +14,643 New
KF
35
Krilogy Financial
Missouri
$324K -$4.05M -180,325 -93%
Creative Planning
36
Creative Planning
Kansas
$283K – – –
Cerity Partners
37
Cerity Partners
New York
$274K +$49.4K +2,200 +22%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$259K +$154K +6,859 +151%
GHA
39
Granite Harbor Advisors
Texas
$257K +$40K +1,783 +19%
IA
40
IFP Advisors
Florida
$244K +$80.8K +3,601 +59%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$239K +$171K +7,610 +260%
PPW
42
Parcion Private Wealth
Washington
$239K -$799K -35,611 -77%
JFG
43
JDM Financial Group
Texas
$207K +$64.8K +2,887 +46%
FAAM
44
First Ascent Asset Management
Colorado
$207K +$205K +9,113 New
SPIA
45
Steward Partners Investment Advisory
New York
$187K – – –
BWM
46
BerganKDV Wealth Management
Minnesota
$145K – – –
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$106K +$105K +4,686 New
FWM
48
Focused Wealth Management
New York
$96.2K +$12.5K +556 +15%
BC
49
Barrett & Company
Rhode Island
$95.2K +$38.2K +1,700 +68%
CTC
50
Central Trust Company
Missouri
$85.2K +$84.4K +3,760 New
1
2
3

IBTH Hedge Fund Activity: Q1 2023 in Review

67 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) for Q1 2023, worth a combined $163M — up 16% from $141M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IBTH positions and 3 closed out — a net gain of 18 holders — while 32 added to existing stakes and 4 trimmed.

The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $9.18M. The largest seller was Goldman Sachs, exiting entirely with an estimated $11.6M sold.

  • 67 institutional investors held iShares iBonds Dec 2027 Term Treasury ETF (IBTH) as of Q1 2023, up from 50 in Q4 2022.
  • Funds reported $163M of iShares iBonds Dec 2027 Term Treasury ETF stock for Q1 2023, up 16% quarter-over-quarter.
  • 21 funds opened new iShares iBonds Dec 2027 Term Treasury ETF positions in Q1 2023 and 3 closed out, a net change of +18 holders.
  • The largest iShares iBonds Dec 2027 Term Treasury ETF buyer in Q1 2023 was Stratos Wealth Partners, an estimated $9.18M added.
  • The largest iShares iBonds Dec 2027 Term Treasury ETF seller in Q1 2023 was Goldman Sachs, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2023.