iShares iBonds Dec 2027 Term Treasury ETF
IBTH
76 hedge funds and large institutions have $183M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 11 reducing their positions, and 6 closing their positions.
255% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 11
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
13% more funds holding
Funds holding: 67 → 76 (+9)
12% more capital invested
Capital invested by funds: $163M → $183M (+$20M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.93% less ownership
Funds ownership: 78.61% → 76.68% (-1.9%)
Top Buyers
| 1 |
SCA
Snowden Capital Advisors
New York
|
+$4.38M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.31M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.76M |
| 4 |
Jane Street
New York
|
+$1.73M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.62M |
Top Sellers
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$1.01M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$697K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$271K |
| 4 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
-$239K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$168K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $6.2K | +$6.31K | +280 | New |
|
|
77
Citadel Advisors
Miami,
Florida
| – | -$697K | -30,761 | Closed |
|
|
PPW
78
Parcion Private Wealth
Bellevue,
Washington
| – | -$239K | -10,547 | Closed |
|
|
ASN
79
Advisory Services Network
Atlanta,
Georgia
| – | -$39.9K | -1,761 | Closed |
|
|
FNBOSM
80
First National Bank of South Miami
South Miami,
Florida
| – | -$29.5K | -1,300 | Closed |
|
|
BAM
81
Belpointe Asset Management
Reno,
Nevada
| – | -$17.2K | -759 | Closed |
|
82
Fidelity Investments
Boston,
Massachusetts
| – | -$23 | -1 | Closed |
|
IBTH Hedge Fund Activity: Q2 2023 in Review
76 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) for Q2 2023, worth a combined $183M — up 12% from $163M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IBTH positions and 6 closed out — a net gain of 9 holders — while 39 added to existing stakes and 11 trimmed.
The largest buyer was Snowden Capital Advisors, opening a new position worth an estimated $4.38M. The largest seller was Flow Traders U.S., cutting an estimated $1.01M.
- 76 institutional investors held iShares iBonds Dec 2027 Term Treasury ETF (IBTH) as of Q2 2023, up from 67 in Q1 2023.
- Funds reported $183M of iShares iBonds Dec 2027 Term Treasury ETF stock for Q2 2023, up 12% quarter-over-quarter.
- 15 funds opened new iShares iBonds Dec 2027 Term Treasury ETF positions in Q2 2023 and 6 closed out, a net change of +9 holders.
- The largest iShares iBonds Dec 2027 Term Treasury ETF buyer in Q2 2023 was Snowden Capital Advisors, an estimated $4.38M added.
- The largest iShares iBonds Dec 2027 Term Treasury ETF seller in Q2 2023 was Flow Traders U.S., an estimated $1.01M sold.
Based on aggregated 13F filings for Q2 2023.