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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
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$480K -$167K -7,620 -26%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$474K +$465K +21,187 New
SPWM
78
Straight Path Wealth Management
Michigan
$441K +$432K +19,678 New
RJA
79
Raymond James & Associates
Florida
$434K +$133K +6,042 +45%
SPC
80
Sigma Planning Corp
Michigan
$431K +$422K +19,235 New
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$425K +$417K +18,998 New
SWMG
82
Signature Wealth Management Group
Georgia
$363K +$357K +16,235 New
DSC
83
Duncker Streett & Co
Missouri
$363K – – –
MBTD
84
Mechanics Bank - Trust Department
California
$358K +$351K +16,000 New
HCM
85
Howland Capital Management
Massachusetts
$352K +$345K +15,730 New
CIAS
86
CFS Investment Advisory Services
New Jersey
$351K -$38.3K -1,745 -10%
RCA
87
Resonant Capital Advisors
Wisconsin
$349K -$28.4K -1,294 -8%
Cerity Partners
88
Cerity Partners
New York
$346K +$39.7K +1,808 +13%
BFEC
89
Benjamin F. Edwards & Company
Missouri
$328K +$20.8K +947 +7%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$326K +$320K +14,574 New
APW
91
Austin Private Wealth
Texas
$319K +$313K +14,240 New
SB
92
Strategic Blueprint
Georgia
$315K +$309K +14,053 New
GHA
93
Granite Harbor Advisors
Texas
$313K -$5.88K -268 -2%
BPA
94
Beacon Pointe Advisors
California
$291K +$77.4K +3,523 +37%
AGP
95
Autumn Glory Partners
Texas
$287K +$16.7K +761 +6%
PAG
96
Private Advisor Group
New Jersey
$284K +$278K +12,674 New
GRP
97
Global Retirement Partners
California
$265K +$113K +5,151 +77%
MFG
98
Mendota Financial Group
Wisconsin
$261K +$256K +11,677 New
EH
99
Equitable Holdings
New York
$256K +$251K +11,423 New
HFA
100
Highland Financial Advisors
New Jersey
$253K +$248K +11,306 New
2 3
4
5 6

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.