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iShares iBonds Dec 2027 Term Treasury ETF
IBTH

132 hedge funds and large institutions have $550M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 53 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 9

342% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 12

202% more capital invested

Capital invested by funds: $182M → $550M (+$368M)

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

53% more funds holding

Funds holding: 86 → 132 (+46)

19.79% more ownership

Funds ownership: 67.2% → 86.99% (+20%)

Holders
132
Holders Change
+46
Holders Change %
+53.49%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
57
Increased
53
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$129M
2
NA
NewEdge Advisors
Louisiana
+$17.4M
3
Bank of America
Bank of America
North Carolina
+$14.6M
4
JAG
Journey Advisory Group
Kentucky
+$13.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.75M

Top Sellers

1
GBWM
Granite Bay Wealth Management
New Hampshire
-$2.28M
2
DP
Denver PWM
Colorado
-$1.78M
3
CIM
Confluence Investment Management
Missouri
-$1.45M
4
Osaic Holdings
Osaic Holdings
Arizona
-$887K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$628K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
26
Allworth Financial
California
$3.64M +$3.37M +153,575 +1,691%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$3.49M +$1.04M +47,190 +43%
GBWM
28
Granite Bay Wealth Management
New Hampshire
$3.25M -$2.28M -104,000 -41%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$3M +$375K +17,076 +15%
1WM
30
1858 Wealth Management
Ohio
$2.81M +$2.76M +125,453 New
4WM
31
4J Wealth Management
Virginia
$2.52M -$39.4K -1,795 -2%
SWM
32
Stockman Wealth Management
Montana
$2.42M +$331K +15,081 +16%
AWP
33
Accretive Wealth Partners
New Jersey
$2.13M +$2.09M +94,970 New
PA
34
Probity Advisors
Texas
$2.11M +$2.07M +94,338 New
MA
35
MKT Advisors
California
$2.09M +$1.21M +55,204 +143%
SWM
36
Shelton Wealth Management
Texas
$1.95M +$1.91M +87,041 New
PAS
37
Park Avenue Securities
New York
$1.94M +$30.9K +1,405 +2%
CCB
38
Country Club Bank
Missouri
$1.88M +$1.52M +69,346 +476%
Lido Advisors
39
Lido Advisors
California
$1.74M -$557K -25,377 -25%
SF
40
Synovus Financial
Georgia
$1.64M +$1.61M +73,146 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.47M +$117K +5,329 +9%
AWG
42
Altus Wealth Group
Colorado
$1.44M +$98K +4,462 +7%
Osaic Holdings
43
Osaic Holdings
Arizona
$1.44M -$887K -40,398 -39%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$1.33M +$993K +45,225 +315%
CTC
45
Central Trust Company
Missouri
$1.3M +$931K +42,380 +269%
Ameriprise
46
Ameriprise
Minnesota
$1.28M +$764K +34,778 +155%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$1.27M +$1.24M +56,640 New
ABC
48
Associated Banc-Corp
Wisconsin
$1.16M +$297K +13,504 +35%
MBT
49
Montecito Bank & Trust
California
$1.13M +$858K +39,059 +341%
CCWA
50
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.1M +$1.08M +49,217 New
1
2
3 4 5

IBTH Hedge Fund Activity: Q4 2023 in Review

132 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) for Q4 2023, worth a combined $550M — up 202% from $182M a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new IBTH positions and 9 closed out — a net gain of 48 holders — while 53 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $129M. The largest seller was Granite Bay Wealth Management, cutting an estimated $2.28M.

  • 132 institutional investors held iShares iBonds Dec 2027 Term Treasury ETF (IBTH) as of Q4 2023, up from 86 in Q3 2023.
  • Funds reported $550M of iShares iBonds Dec 2027 Term Treasury ETF stock for Q4 2023, up 202% quarter-over-quarter.
  • 57 funds opened new iShares iBonds Dec 2027 Term Treasury ETF positions in Q4 2023 and 9 closed out, a net change of +48 holders.
  • The largest iShares iBonds Dec 2027 Term Treasury ETF buyer in Q4 2023 was Morgan Stanley, an estimated $129M added.
  • The largest iShares iBonds Dec 2027 Term Treasury ETF seller in Q4 2023 was Granite Bay Wealth Management, an estimated $2.28M sold.

Based on aggregated 13F filings for Q4 2023.