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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
PS
101
Principal Securities
Iowa
$249K +$245K +11,142 New
VA
102
Valmark Advisers
Ohio
$243K +$239K +10,871 New
BWM
103
BCS Wealth Management
Tennessee
$225K +$221K +10,062 New
SWP
104
Summit Wealth Partners
Florida
$216K +$212K +9,656 New
AWM
105
AE Wealth Management
Kansas
$211K +$208K +9,462 New
HBT
106
Hills Bank & Trust
Iowa
$144K +$17K +775 +14%
EW
107
Element Wealth
Mississippi
$136K +$39.3K +1,791 +42%
HPC
108
HM Payson & Co
Maine
$133K +$131K +5,952 New
FWM
109
Focused Wealth Management
New York
$117K +$4.57K +208 +4%
GI
110
Gradient Investments
Minnesota
$98.1K +$20K +910 +26%
BC
111
Barrett & Company
Rhode Island
$94K – – –
BWL
112
Bogart Wealth LLC
Virginia
$75.4K +$74K +3,370 New
PTC
113
Private Trust Company
Ohio
$75.4K – – –
SWC
114
Spectrum Wealth Counsel
Indiana
$67.2K +$65.9K +3,001 New
HWM
115
Horizons Wealth Management
North Carolina
$57.3K +$11.1K +504 +25%
CTWM
116
Cherry Tree Wealth Management
Minnesota
$50.9K +$50K +2,275 New
CAL
117
Capital Analysts LLC
Pennsylvania
$46K – – –
ASN
118
Advisory Services Network
Georgia
$45K +$44.1K +2,009 New
TCM
119
TD Capital Management
Tennessee
$43.9K +$527 +24 +1%
LWANC
120
Laurel Wealth Advisors (North Carolina)
North Carolina
$43.7K +$42.8K +1,950 New
S
121
SignatureFD
Georgia
$33.3K +$32.7K +1,489 New
RF
122
Robbins Farley
New Hampshire
$32.3K – – –
GBT
123
Grove Bank & Trust
Florida
$29.1K – – –
BEI
124
Benjamin Edwards Inc
Missouri
$25K -$8.21K -374 -25%
AGWCA
125
Annis Gardner Whiting Capital Advisors
Florida
$19.3K – – –
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.