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iShares iBonds Dec 2027 Term Treasury ETF
IBTH

9 hedge funds and large institutions have $17.1M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

13% more funds holding

Funds holding: 8 → 9 (+1)

11.09% less ownership

Funds ownership: 85.75% → 74.65% (-11%)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

35% less capital invested

Capital invested by funds: $26.2M → $17.1M (-$9.14M)

Holders
9
Holders Change
+1
Holders Change %
+12.5%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAS
Park Avenue Securities
New York
+$389K
2
Citadel Advisors
Citadel Advisors
Florida
+$123K
3
UBS Group
UBS Group
Switzerland
+$44.5K
4
Bank of America
Bank of America
North Carolina
+$42.3K
5
TRCT
Tower Research Capital (TRC)
New York
+$1.87K

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$5.66M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$2.44M
3
CIM
Confluence Investment Management
Missouri
-$1.13M
4
FTUS
Flow Traders U.S.
New York
-$356K
5
BEI
Benjamin Edwards Inc
Missouri
-$178K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$8.83M -$5.66M -220,632 -39%
BFEC
2
Benjamin F. Edwards & Company
Missouri
$3.77M -$2.44M -94,892 -39%
CIM
3
Confluence Investment Management
Missouri
$1.6M -$1.13M -44,033 -41%
PAS
4
Park Avenue Securities
New York
$1.59M +$389K +15,151 +32%
BEI
5
Benjamin Edwards Inc
Missouri
$565K -$178K -6,926 -24%
Citadel Advisors
6
Citadel Advisors
Florida
$457K +$123K +4,791 +36%
Bank of America
7
Bank of America
North Carolina
$209K +$42.3K +1,648 +25%
UBS Group
8
UBS Group
Switzerland
$44K +$44.5K +1,735 New
TRCT
9
Tower Research Capital (TRC)
New York
$2K +$1.87K +73 New
FTUS
10
Flow Traders U.S.
New York
– -$356K -13,988 Closed