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iShares iBonds Dec 2027 Term Treasury ETF
IBTH

Overview Fund Activity

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.

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
1
Stratos Wealth Partners
Ohio
$9.26M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$13.5M
3
Bank of America
3
Bank of America
North Carolina
$8.69M
4
Wells Fargo
4
Wells Fargo
California
$41.6M
5
UBS Group
5
UBS Group
Switzerland
$4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Jane Street
2
Jane Street
New York
$1.72M
3
KF
3
Krilogy Financial
Missouri
$324K
4
PPW
4
Parcion Private Wealth
Washington
$239K
5
FTUS
5
Flow Traders U.S.
New York
$1.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
26
Lido Advisors
California
$689K +$689K +30,425 New
SWM
27
Stockman Wealth Management
Montana
$685K +$685K +30,208 New
IWC
28
Integrated Wealth Concepts
Massachusetts
$600K +$154K +6,777 +34%
RCA
29
Resonant Capital Advisors
Wisconsin
$514K +$16.7K +735 +3%
TFS
30
Thoroughbred Financial Services
Tennessee
$468K +$233K +10,288 +99%
Osaic Holdings
31
Osaic Holdings
Arizona
$467K +$140K +6,169 +43%
CAN
32
Cetera Advisor Networks
California
$460K +$460K +20,314 New
CIAS
33
CFS Investment Advisory Services
New Jersey
$437K +$175K +7,741 +67%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$332K +$332K +14,643 New
KF
35
Krilogy Financial
Missouri
$324K -$4.09M -180,325 -93%
Creative Planning
36
Creative Planning
Kansas
$283K – – –
Cerity Partners
37
Cerity Partners
New York
$274K +$49.9K +2,200 +22%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$259K +$155K +6,859 +151%
GHA
39
Granite Harbor Advisors
Texas
$257K +$40.4K +1,783 +19%
IA
40
IFP Advisors
Florida
$244K +$90.6K +3,601 +59%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$239K +$173K +7,610 +260%
PPW
42
Parcion Private Wealth
Washington
$239K -$807K -35,611 -77%
JFG
43
JDM Financial Group
Texas
$207K +$65.4K +2,887 +46%
FAAM
44
First Ascent Asset Management
Colorado
$207K +$207K +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 +$106K +4,686 New
FWM
48
Focused Wealth Management
New York
$96.2K +$12.6K +556 +15%
BC
49
Barrett & Company
Rhode Island
$95.2K +$38.5K +1,700 +68%
CTC
50
Central Trust Company
Missouri
$85.2K +$85.2K +3,760 New
1
2
3