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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
CFS
51
Cannon Financial Strategists
Georgia
$1.08M +$12.7K +578 +1%
Jane Street
52
Jane Street
New York
$1.07M +$63.3K +2,883 +6%
LSAG
53
Lake Street Advisors Group
New Hampshire
$1.05M +$1.03M +46,901 New
DADC
54
D.A. Davidson & Co
Montana
$1.03M -$50.3K -2,291 -5%
APW
55
Atlantic Private Wealth
North Carolina
$956K +$938K +42,709 New
AWM
56
Apollon Wealth Management
South Carolina
$929K +$911K +41,501 New
TFS
57
Thoroughbred Financial Services
Tennessee
$909K +$221K +10,084 +33%
MFIM
58
Mesirow Financial Investment Management
Illinois
$883K +$866K +39,422 New
KF
59
Krilogy Financial
Missouri
$880K +$315K +14,321 +57%
IA
60
IFP Advisors
Florida
$878K +$715K +32,555 +489%
SAMC
61
Spectrum Asset Management (California)
California
$813K +$798K +36,316 New
HC
62
Hara Capital
Washington
$794K +$779K +35,453 New
Creative Planning
63
Creative Planning
Kansas
$739K +$369K +16,820 +104%
BHPW
64
Beverly Hills Private Wealth
California
$691K +$678K +30,868 New
FFG
65
Foundry Financial Group
New Hampshire
$674K +$661K +30,082 New
LWL
66
Leo Wealth LLC
Texas
$668K +$655K +29,818 New
KAS
67
Kestra Advisory Services
Texas
$584K +$80.3K +3,658 +16%
CAN
68
Cetera Advisor Networks
California
$583K +$572K +26,052 New
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$546K +$536K +24,390 New
LIM
70
Leavell Investment Management
Alabama
$536K +$526K +23,932 New
SW
71
Simplicity Wealth
New Jersey
$521K +$511K +23,261 New
RWP
72
Reliant Wealth Planning
Kentucky
$519K +$221K +10,051 +77%
CIA
73
Compass Ion Advisors
Pennsylvania
$517K +$507K +23,089 New
HighTower Advisors
74
HighTower Advisors
Illinois
$501K +$490K +22,307 New
AWM
75
AllSquare Wealth Management
New York
$499K +$36.5K +1,660 +8%
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.