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iShares iBonds Dec 2027 Term Treasury ETF
IBTH

226 hedge funds and large institutions have $962M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 124 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 9

359% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 27

35% more capital invested

Capital invested by funds: $715M → $962M (+$247M)

18% more funds holding

Funds holding: 192 → 226 (+34)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

6.81% more ownership

Funds ownership: 69.91% → 76.72% (+6.8%)

Holders
226
Holders Change
+34
Holders Change %
+17.71%
% of All Funds
2.98%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
48
Increased
124
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPC
HM Payson & Co
Maine
+$97.6M
2
EP
Essential Planning
New Hampshire
+$19M
3
Bank of America
Bank of America
North Carolina
+$18M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$9.68M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.98M

Top Sellers

1
ADL
Asset Dedication LLC
California
-$1.7M
2
PAS
Park Avenue Securities
New York
-$1.57M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.33M
4
SIA
SkyView Investment Advisors
New Jersey
-$1.12M
5
GI
GLOBALT Investments
Georgia
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
NG
51
Northstar Group
New York
$3.03M +$2.12M +95,006 +229%
IA
52
IFP Advisors
Florida
$2.96M -$3.99K -179 -0.1%
CP
53
Cornerstone Planning
North Carolina
$2.86M +$2.87M +128,718 New
IAA
54
Independent Advisor Alliance
North Carolina
$2.84M +$2.86M +128,159 New
1WM
55
1858 Wealth Management
Ohio
$2.84M +$48.4K +2,171 +2%
SB
56
Strategic Blueprint
Georgia
$2.69M +$420K +18,829 +18%
SF
57
Synovus Financial
Georgia
$2.51M -$991K -44,452 -28%
SA
58
Sanctuary Advisors
Indiana
$2.49M +$99.8K +4,479 +4%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$2.48M +$939K +42,136 +60%
MCM
60
MAI Capital Management
Ohio
$2.46M +$2.47M +110,785 New
LIM
61
Leavell Investment Management
Alabama
$2.42M +$380K +17,043 +19%
SCM
62
SCS Capital Management
Massachusetts
$2.41M +$5.66K +254 +0.2%
AF
63
Allworth Financial
California
$2.4M +$297K +13,329 +14%
AWP
64
Accretive Wealth Partners
New Jersey
$2.37M +$30.9K +1,388 +1%
DADC
65
D.A. Davidson & Co
Montana
$2.36M +$276K +12,384 +13%
LF
66
Lantz Financial
Illinois
$2.2M +$244K +10,926 +12%
PGA
67
Portland Global Advisors
Maine
$2.14M +$2.15M +96,425 New
AI
68
Atria Investments
North Carolina
$2.11M +$2.12M +95,130 New
GAM
69
Gould Asset Management
California
$2M +$2.01M +90,135 New
HFS
70
Hughes Financial Services
Virginia
$1.98M +$1.98M +89,056 New
HighTower Advisors
71
HighTower Advisors
Illinois
$1.91M +$549K +24,646 +40%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$1.87M +$116K +5,213 +7%
SFB
73
STAR Financial Bank
Indiana
$1.86M +$95.5K +4,284 +5%
PAS
74
Park Avenue Securities
New York
$1.75M -$1.57M -70,341 -47%
UCFA
75
United Capital Financial Advisors
Texas
$1.74M +$844K +37,869 +93%
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