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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
$109M
2
EP
Essential Planning
New Hampshire
$19.3M
3
Bank of America
Bank of America
North Carolina
$53.4M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$13.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11.6M

Top Sellers

1
ADL
Asset Dedication LLC
California
$854K
2
PAS
Park Avenue Securities
New York
$1.75M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
SIA
SkyView Investment Advisors
New Jersey
$0
5
GI
GLOBALT Investments
Georgia
$66.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
176
KFG Wealth Management
Indiana
$237K +$16.2K +731 +7%
MFG
177
Mendota Financial Group
Wisconsin
$230K -$413K -18,627 -64%
BWM
178
BCS Wealth Management
Tennessee
$223K – – –
HBT
179
Hills Bank & Trust
Iowa
$220K +$17.4K +784 +9%
BFG
180
Berger Financial Group
Minnesota
$210K +$210K +9,466 New
National Bank of Canada
181
National Bank of Canada
Quebec, Canada
$208K +$8.3K +374 +4%
IAIM
182
International Assets Investment Management
Florida
$203K +$203K +9,145 New
OPTFSNA
183
Old Point Trust & Financial Services N A
Virginia
$162K +$95.9K +4,320 +145%
KIM
184
Kestra Investment Management
Texas
$157K +$157K +7,090 New
SWC
185
Spectrum Wealth Counsel
Indiana
$114K -$1.15K -52 -1%
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$102K – – –
PWA
187
Physician Wealth Advisors
Utah
$101K +$101K +4,542 New
CTWM
188
Cherry Tree Wealth Management
Minnesota
$98.3K +$311 +14 +0.3%
WMS
189
Wealth Management Strategies
Pennsylvania
$77.9K +$77.9K +351,174 New
PTC
190
Private Trust Company
Ohio
$74.7K – – –
BWL
191
Bogart Wealth LLC
Virginia
$73.3K +$67 +3 +0.1%
Comerica Bank
192
Comerica Bank
Texas
$64.4K -$1.62K -73 -2%
PA
193
PSI Advisors
Florida
$60.8K +$60.8K +2,740 New
KBFS
194
Kohmann Bosshard Financial Services
Ohio
$47.1K +$47.1K +2,121 New
CAL
195
Capital Analysts LLC
Pennsylvania
$46K – – –
TCM
196
TD Capital Management
Tennessee
$45.3K +$621 +28 +1%
BOJHT
197
Bank of Jackson Hole Trust
Wyoming
$42K +$42K +1,894 New
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$36.3K +$488 +22 +1%
PA
199
Parallel Advisors
California
$36.2K -$24.1K -1,084 -40%
RF
200
Robbins Farley
New Hampshire
$32.1K – – –
6 7
8
9 10