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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAS
Park Avenue Securities
New York
|
+$389K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$123K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$44.5K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$42.3K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.87K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$5.66M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$2.44M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$1.13M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$356K |
| 5 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
-$178K |
IBTH Hedge Fund Activity: Q3 2021 in Review
9 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) for Q3 2021, worth a combined $17.1M — down 35% from $26.2M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new IBTH positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Park Avenue Securities, adding an estimated $389K. The largest seller was Stifel Financial, cutting an estimated $5.66M.
- 9 institutional investors held iShares iBonds Dec 2027 Term Treasury ETF (IBTH) as of Q3 2021, up from 8 in Q2 2021.
- Funds reported $17.1M of iShares iBonds Dec 2027 Term Treasury ETF stock for Q3 2021, down 35% quarter-over-quarter.
- 2 funds opened new iShares iBonds Dec 2027 Term Treasury ETF positions in Q3 2021 and 1 closed out, a net change of +1 holder.
- The largest iShares iBonds Dec 2027 Term Treasury ETF buyer in Q3 2021 was Park Avenue Securities, an estimated $389K added.
- The largest iShares iBonds Dec 2027 Term Treasury ETF seller in Q3 2021 was Stifel Financial, an estimated $5.66M sold.
Based on aggregated 13F filings for Q3 2021.