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iShares iBonds Dec 2027 Term Treasury ETF

5 hedge funds and large institutions have $11.3M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

175.96% more ownership

Funds ownership: 0%175.96% (+176%)

Holders
5
Holders Change
+5
Holders Change %
% of All Funds
0.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$5.77M +$5.88M +228,052 New
Citadel Advisors
2
Citadel Advisors
Florida
$2.54M +$2.49M +96,402 New
BlackRock
3
BlackRock
New York
$1.31M +$1.29M +50,000 New
CIM
4
Confluence Investment Management
Missouri
$1.19M +$1.17M +45,403 New
Jane Street
5
Jane Street
New York
$528K +$517K +20,054 New

IBTH Hedge Fund Activity: Q1 2020 in Review

5 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) for Q1 2020, worth a combined $11.3M.

Buyers outnumbered sellers: 5 funds opened new IBTH positions and 0 closed out — a net gain of 5 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $5.88M.

  • 5 institutional investors held iShares iBonds Dec 2027 Term Treasury ETF (IBTH) as of Q1 2020, up from 0 in Q4 2019.
  • Funds reported $11.3M of iShares iBonds Dec 2027 Term Treasury ETF stock for Q1 2020.
  • 5 funds opened new iShares iBonds Dec 2027 Term Treasury ETF positions in Q1 2020 and 0 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2027 Term Treasury ETF buyer in Q1 2020 was Stifel Financial, an estimated $5.88M added.

Based on aggregated 13F filings for Q1 2020.