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iShares iBonds Dec 2027 Term Treasury ETF
IBTH

Overview Fund Activity

157 hedge funds and large institutions have $565M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
157
Holders Change
+25
Holders Change %
+18.94%
% of All Funds
2.28%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
32
Increased
76
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPT
1
Legacy Private Trust
Wisconsin
$6.9M
2
Bank of America
2
Bank of America
North Carolina
$29.1M
3
OPA
3
Old Port Advisors
Maine
$4.64M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$8.86M
5
FA
5
Fagan Associates
New York
$4.29M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$68.4M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$0
3
4WM
3
4J Wealth Management
Virginia
$926K
4
CCB
4
Country Club Bank
Missouri
$488K
5
GI
5
GLOBALT Investments
Georgia
$71.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KF
26
Krilogy Financial
Missouri
$5.14M +$4.27M +192,793 +490%
OPA
27
Old Port Advisors
Maine
$4.64M +$4.64M +209,502 New
FA
28
Fagan Associates
New York
$4.29M +$4.29M +193,689 New
Truist Financial
29
Truist Financial
North Carolina
$4.21M -$20.5K -926 -0.5%
PA
30
Probity Advisors
Texas
$3.93M +$1.84M +82,895 +88%
CCG
31
Chatham Capital Group
Georgia
$3.86M +$3.86M +174,040 New
Stifel Financial
32
Stifel Financial
Missouri
$3.71M +$21.6K +974 +0.6%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$3.54M +$88.1K +3,976 +3%
Jane Street
34
Jane Street
New York
$3.4M +$2.34M +105,440 +220%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$3.38M +$409K +18,473 +14%
PAS
36
Park Avenue Securities
New York
$3.04M +$1.12M +50,701 +59%
SWM
37
Shelton Wealth Management
Texas
$2.85M +$924K +41,705 +48%
1WM
38
1858 Wealth Management
Ohio
$2.81M – – –
SWM
39
Stockman Wealth Management
Montana
$2.76M +$365K +16,476 +15%
CTC
40
Central Trust Company
Missouri
$2.74M +$1.45M +65,506 +113%
Osaic Holdings
41
Osaic Holdings
Arizona
$2.57M +$1.14M +51,658 +80%
AF
42
Allworth Financial
California
$2.55M -$1.06M -47,708 -29%
SCM
43
SCS Capital Management
Massachusetts
$2.39M +$2.39M +107,747 New
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$2.36M +$1.11M +49,919 +88%
AWP
45
Accretive Wealth Partners
New Jersey
$2.24M +$159K +7,233 +8%
SPC
46
Sigma Planning Corp
Michigan
$1.84M +$1.41M +63,644 +331%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$1.78M +$1.36M +61,418 +323%
SIA
48
SkyView Investment Advisors
New Jersey
$1.66M +$1.66M +75,000 New
BHPW
49
Beverly Hills Private Wealth
California
$1.65M +$968K +43,701 +142%
SF
50
Synovus Financial
Georgia
$1.65M +$25.2K +1,139 +2%
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