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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
FWM
151
Focused Wealth Management
New York
$368K +$59.4K +2,667 +19%
CCM
152
Coldstream Capital Management
Washington
$367K – – –
JCM
153
Jacobi Capital Management
Pennsylvania
$354K +$89.3K +4,006 +34%
AC
154
Apella Capital
Connecticut
$354K +$4.72K +212 +1%
MML Investors Services
155
MML Investors Services
Massachusetts
$353K +$4.08K +183 +1%
KPWS
156
Kestra Private Wealth Services
Texas
$350K +$85.7K +3,847 +32%
SAI
157
Savvy Advisors Inc
New York
$347K +$349K +15,647 New
TWM
158
Trinity Wealth Management
Pennsylvania
$330K +$85.2K +3,825 +35%
CIAS
159
CFS Investment Advisory Services
New Jersey
$311K – – –
CAM
160
Costello Asset Management
Pennsylvania
$309K +$163K +7,292 +110%
NG
161
Novem Group
New York
$307K +$309K +13,853 New
KAS
162
KPP Advisory Services
Kentucky
$306K +$22.3K +1,000 +8%
RCA
163
Resonant Capital Advisors
Wisconsin
$302K -$14.6K -654 -5%
PS
164
Principal Securities
Iowa
$294K +$1.87K +84 +0.6%
GRP
165
Global Retirement Partners
California
$287K +$2.96K +133 +1%
PFM
166
Phillips Financial Management
Indiana
$286K +$287K +12,896 New
GSB
167
Greenfield Savings Bank
Massachusetts
$285K +$286K +12,848 New
AGP
168
Autumn Glory Partners
Texas
$281K -$7.04K -316 -2%
MCM
169
Mattern Capital Management
Colorado
$265K +$10.9K +490 +4%
PCA
170
Prosperity Capital Advisors
Ohio
$264K -$2.99K -134 -1%
WFMPM
171
Woodley Farra Manion Portfolio Management
Indiana
$261K +$262K +11,741 New
MA
172
Montag & Associates
Georgia
$260K +$261K +11,691 New
EIA
173
Eldridge Investment Advisors
New Hampshire
$255K +$256K +11,479 New
MWM
174
Mascoma Wealth Management
New Hampshire
$255K – – –
HFA
175
Highland Financial Advisors
New Jersey
$251K – – –
5 6
7
8 9