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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$35M |
| 2 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$31.1M |
| 3 |
Goldman Sachs
New York
|
+$11.6M |
| 4 |
FCA
FinTrust Capital Advisors
Greenville,
South Carolina
|
+$10M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
-$17.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$8.52M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.11M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$536K |
| 5 |
T
TCWP
Beachwood,
Ohio
|
-$254K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Citadel Advisors
Miami,
Florida
| – | -$1.11M | -50,000 | Closed |
|
|
52
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$536K | -24,186 | Closed |
|
|
T
53
TCWP
Beachwood,
Ohio
| – | -$254K | -11,457 | Closed |
|
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.