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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
GRP
51
Global Retirement Partners
California
$83.7K +$292 +13 +0.4%
SFG
52
Steward Financial Group
Texas
$77K +$77.1K +3,436 New
PTC
53
Private Trust Company
Ohio
$76.3K +$75.6K +3,366 New
GI
54
Gradient Investments
Minnesota
$55.8K +$34.7K +1,545 +168%
TCM
55
TD Capital Management
Tennessee
$43.1K +$247 +11 +0.6%
ASN
56
Advisory Services Network
Georgia
$39.9K – – –
BEI
57
Benjamin Edwards Inc
Missouri
$33K +$135 +6 +0.4%
RF
58
Robbins Farley
New Hampshire
$32.7K – – –
EW
59
Element Wealth
Mississippi
$30.5K +$30.2K +1,346 New
FNBOSM
60
First National Bank of South Miami
Florida
$29.5K – – –
PFM
61
Phillips Financial Management
Indiana
$26.5K +$26.2K +1,169 New
HWM
62
Horizons Wealth Management
North Carolina
$24.2K +$24K +1,069 New
BAM
63
Belpointe Asset Management
Nevada
$17.2K – – –
AWM
64
AllSquare Wealth Management
New York
$12.5K – – –
FPB
65
First PREMIER Bank
South Dakota
$11K +$11.2K +500 New
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$2.03K +$88.1K +3,923 +5%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$23 +$22 +1 New
Goldman Sachs
68
Goldman Sachs
New York
– -$11.6M -520,000 Closed
KAS
69
Kestra Advisory Services
Texas
– -$291K -13,080 Closed
CA
70
Cetera Advisors
Colorado
– -$235K -10,569 Closed
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.