iShares iBonds Dec 2027 Term Treasury ETF
IBTH
10 hedge funds and large institutions have $8.12M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
12.38% less ownership
Funds ownership: 93.1% → 80.72% (-12%)
40% less capital invested
Capital invested by funds: $13.4M → $8.12M (-$5.31M)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.33M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$104K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$57.6K |
| 4 |
Jane Street
New York
|
+$27.2K |
| 5 |
RG
Retirement Group
San Diego,
California
|
+$1.21K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$3.26M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$1.55M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$825K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$755K |
| 5 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
-$18K |
IBTH Hedge Fund Activity: Q1 2021 in Review
10 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) for Q1 2021, worth a combined $8.12M — down 40% from $13.4M a quarter earlier.
Fund positioning in IBTH was balanced in Q1 2021: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 5 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $1.33M. The largest seller was Stifel Financial, cutting an estimated $3.26M.
- 10 institutional investors held iShares iBonds Dec 2027 Term Treasury ETF (IBTH) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $8.12M of iShares iBonds Dec 2027 Term Treasury ETF stock for Q1 2021, down 40% quarter-over-quarter.
- 2 funds opened new iShares iBonds Dec 2027 Term Treasury ETF positions in Q1 2021 and 2 closed out, a net change of 0 holders.
- The largest iShares iBonds Dec 2027 Term Treasury ETF buyer in Q1 2021 was Citadel Advisors, an estimated $1.33M added.
- The largest iShares iBonds Dec 2027 Term Treasury ETF seller in Q1 2021 was Stifel Financial, an estimated $3.26M sold.
Based on aggregated 13F filings for Q1 2021.