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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 Market Value Shares Shares
Change 		Shares
Change %
GRP
51
Global Retirement Partners
California
$83.7K 3,667 +13 +0.4%
SFG
52
Steward Financial Group
Texas
$77K 3,436 +3,436 New
PTC
53
Private Trust Company
Ohio
$76.3K 3,366 +3,366 New
GI
54
Gradient Investments
Minnesota
$55.8K 2,464 +1,545 +168%
TCM
55
TD Capital Management
Tennessee
$43.1K 1,901 +11 +0.6%
ASN
56
Advisory Services Network
Georgia
$39.9K 1,761 – –
BEI
57
Benjamin Edwards Inc
Missouri
$33K 1,448 +6 +0.4%
RF
58
Robbins Farley
New Hampshire
$32.7K 1,444 – –
EW
59
Element Wealth
Mississippi
$30.5K 1,346 +1,346 New
FNBOSM
60
First National Bank of South Miami
Florida
$29.5K 1,300 – –
PFM
61
Phillips Financial Management
Indiana
$26.5K 1,169 +1,169 New
HWM
62
Horizons Wealth Management
North Carolina
$24.2K 1,069 +1,069 New
BAM
63
Belpointe Asset Management
Nevada
$17.2K 759 – –
AWM
64
AllSquare Wealth Management
New York
$12.5K 550 – –
FPB
65
First PREMIER Bank
South Dakota
$11K 500 +500 New
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$2.03K 89,435 +3,923 +5%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$23 1 +1 New
Goldman Sachs
68
Goldman Sachs
New York
– – -520,000 Closed
KAS
69
Kestra Advisory Services
Texas
– – -13,080 Closed
CA
70
Cetera Advisors
Colorado
– – -10,569 Closed
CFGS
71
Concourse Financial Group Securities
Alabama
– – – –
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