iShares iBonds Dec 2027 Term Treasury ETF
IBTH
7 hedge funds and large institutions have $11.2M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
40% more funds holding
Funds holding: 5 → 7 (+2)
1% less capital invested
Capital invested by funds: $11.3M → $11.2M (-$97K)
81.27% less ownership
Funds ownership: 175.96% → 94.69% (-81%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$2.15M |
| 2 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$120K |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$47.3K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$24K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.18K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.17M |
| 2 |
Jane Street
New York
|
-$528K |
IBTH Hedge Fund Activity: Q2 2020 in Review
7 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) for Q2 2020, worth a combined $11.2M — down 0.86% from $11.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IBTH positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Benjamin F. Edwards & Company, opening a new position worth an estimated $2.15M. The largest seller was Citadel Advisors, cutting an estimated $2.17M.
- 7 institutional investors held iShares iBonds Dec 2027 Term Treasury ETF (IBTH) as of Q2 2020, up from 5 in Q1 2020.
- Funds reported $11.2M of iShares iBonds Dec 2027 Term Treasury ETF stock for Q2 2020, down 0.86% quarter-over-quarter.
- 3 funds opened new iShares iBonds Dec 2027 Term Treasury ETF positions in Q2 2020 and 1 closed out, a net change of +2 holders.
- The largest iShares iBonds Dec 2027 Term Treasury ETF buyer in Q2 2020 was Benjamin F. Edwards & Company, an estimated $2.15M added.
- The largest iShares iBonds Dec 2027 Term Treasury ETF seller in Q2 2020 was Citadel Advisors, an estimated $2.17M sold.
Based on aggregated 13F filings for Q2 2020.