iShares iBonds Dec 2027 Term Treasury ETF
IBTH
10 hedge funds and large institutions have $26.3M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
54% more capital invested
Capital invested by funds: $17.1M → $26.3M (+$9.28M)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
11% more funds holding
Funds holding: 9 → 10 (+1)
9.22% more ownership
Funds ownership: 74.65% → 83.87% (+9.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$3.37M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$1.82M |
| 3 |
Jane Street
New York
|
+$1.27M |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$1M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$936K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAS
Park Avenue Securities
New York
|
-$616K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$44K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2K |
IBTH Hedge Fund Activity: Q4 2021 in Review
10 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) for Q4 2021, worth a combined $26.3M — up 54% from $17.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IBTH positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 1 trimmed.
The largest buyer was Stifel Financial, adding an estimated $3.37M. The largest seller was Park Avenue Securities, cutting an estimated $616K.
- 10 institutional investors held iShares iBonds Dec 2027 Term Treasury ETF (IBTH) as of Q4 2021, up from 9 in Q3 2021.
- Funds reported $26.3M of iShares iBonds Dec 2027 Term Treasury ETF stock for Q4 2021, up 54% quarter-over-quarter.
- 3 funds opened new iShares iBonds Dec 2027 Term Treasury ETF positions in Q4 2021 and 2 closed out, a net change of +1 holder.
- The largest iShares iBonds Dec 2027 Term Treasury ETF buyer in Q4 2021 was Stifel Financial, an estimated $3.37M added.
- The largest iShares iBonds Dec 2027 Term Treasury ETF seller in Q4 2021 was Park Avenue Securities, an estimated $616K sold.
Based on aggregated 13F filings for Q4 2021.