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iShares iBonds Dec 2027 Term Treasury ETF
IBTH

Overview Fund Activity

224 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 47 funds opening new positions, 124 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+33
Holders Change %
+17.28%
% 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
47
Increased
124
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPC
HM Payson & Co
Maine
+$97.2M
2
EP
Essential Planning
New Hampshire
+$19M
3
Bank of America
Bank of America
North Carolina
+$17.9M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$9.64M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.95M

Top Sellers

1
ADL
Asset Dedication LLC
California
-$1.7M
2
PAS
Park Avenue Securities
New York
-$1.56M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.33M
4
SIA
SkyView Investment Advisors
New Jersey
-$1.12M
5
GI
GLOBALT Investments
Georgia
-$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
151
Coldstream Capital Management
Washington
$367K – – –
JCM
152
Jacobi Capital Management
Pennsylvania
$354K +$88.9K +4,006 +34%
AC
153
Apella Capital
Connecticut
$354K +$4.71K +212 +1%
MML Investors Services
154
MML Investors Services
Massachusetts
$353K +$4.06K +183 +1%
KPWS
155
Kestra Private Wealth Services
Texas
$350K +$85.4K +3,847 +32%
SAI
156
Savvy Advisors Inc
New York
$347K +$347K +15,647 New
TWM
157
Trinity Wealth Management
Pennsylvania
$330K +$84.9K +3,825 +35%
CIAS
158
CFS Investment Advisory Services
New Jersey
$311K – – –
CAM
159
Costello Asset Management
Pennsylvania
$309K +$162K +7,292 +110%
NG
160
Novem Group
New York
$307K +$307K +13,853 New
KAS
161
KPP Advisory Services
Kentucky
$306K +$22.2K +1,000 +8%
RCA
162
Resonant Capital Advisors
Wisconsin
$302K -$14.5K -654 -5%
PS
163
Principal Securities
Iowa
$294K +$1.87K +84 +0.6%
GRP
164
Global Retirement Partners
California
$287K +$2.95K +133 +1%
PFM
165
Phillips Financial Management
Indiana
$286K +$286K +12,896 New
GSB
166
Greenfield Savings Bank
Massachusetts
$285K +$285K +12,848 New
AGP
167
Autumn Glory Partners
Texas
$281K -$7.01K -316 -2%
MCM
168
Mattern Capital Management
Colorado
$265K +$10.9K +490 +4%
PCA
169
Prosperity Capital Advisors
Ohio
$264K -$2.97K -134 -1%
WFMPM
170
Woodley Farra Manion Portfolio Management
Indiana
$261K +$261K +11,741 New
MA
171
Montag & Associates
Georgia
$260K +$260K +11,691 New
EIA
172
Eldridge Investment Advisors
New Hampshire
$255K +$255K +11,479 New
MWM
173
Mascoma Wealth Management
New Hampshire
$255K – – –
HFA
174
Highland Financial Advisors
New Jersey
$251K – – –
TC
175
Trust Company
Kansas
$250K +$55.7K +2,509 +29%
5 6
7
8 9