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iShares iBonds Dec 2027 Term Treasury ETF
IBTH

17 hedge funds and large institutions have $45.1M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

113% more funds holding

Funds holding: 8 → 17 (+9)

83% more capital invested

Capital invested by funds: $24.6M → $45.1M (+$20.4M)

6.83% more ownership

Funds ownership: 79.7% → 86.53% (+6.8%)

Holders
17
Holders Change
+9
Holders Change %
+112.5%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
6
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SBL
Sargent Bickham Lagudis
Colorado
+$16.1M
2
Stifel Financial
Stifel Financial
Missouri
+$1.02M
3
BEI
Benjamin Edwards Inc
Missouri
+$464K
4
RCA
Resonant Capital Advisors
Wisconsin
+$441K
5
Citadel Advisors
Citadel Advisors
Florida
+$439K

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$735K
2
PAS
Park Avenue Securities
New York
-$268K
Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
1
Sargent Bickham Lagudis
Colorado
$17.3M +$16.1M +691,379 +1,284%
Stifel Financial
2
Stifel Financial
Missouri
$12.7M +$1.02M +43,843 +9%
BFEC
3
Benjamin F. Edwards & Company
Missouri
$5.74M +$391K +16,848 +7%
CIM
4
Confluence Investment Management
Missouri
$2.51M +$124K +5,333 +5%
SPF
5
Steven Patrick Farmer
$2.51M +$2.52M +108,504 New
BEI
6
Benjamin Edwards Inc
Missouri
$1.39M +$464K +20,006 +50%
PAS
7
Park Avenue Securities
New York
$1.18M -$268K -11,538 -19%
RCA
8
Resonant Capital Advisors
Wisconsin
$440K +$441K +19,008 New
Citadel Advisors
9
Citadel Advisors
Florida
$438K +$439K +18,908 New
Bank of America
10
Bank of America
North Carolina
$236K +$30.4K +1,309 +15%
Cerity Partners
11
Cerity Partners
New York
$229K +$230K +9,893 New
SPIA
12
Steward Partners Investment Advisory
New York
$191K +$191K +8,240 New
Morgan Stanley
13
Morgan Stanley
New York
$100K +$100K +4,308 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$76K +$76.6K +3,300 New
GI
15
Gradient Investments
Minnesota
$33K +$33.3K +1,433 New
Osaic Holdings
16
Osaic Holdings
Arizona
$20K +$20.2K +868 New
TRCT
17
Tower Research Capital (TRC)
New York
$3K +$3.23K +139 New
FTUS
18
Flow Traders U.S.
New York
– -$735K -30,898 Closed

IBTH Hedge Fund Activity: Q2 2022 in Review

17 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) for Q2 2022, worth a combined $45.1M — up 83% from $24.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBTH positions and 1 closed out — a net gain of 9 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Sargent Bickham Lagudis, adding an estimated $16.1M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $735K sold.

  • 17 institutional investors held iShares iBonds Dec 2027 Term Treasury ETF (IBTH) as of Q2 2022, up from 8 in Q1 2022.
  • Funds reported $45.1M of iShares iBonds Dec 2027 Term Treasury ETF stock for Q2 2022, up 83% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2027 Term Treasury ETF positions in Q2 2022 and 1 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2027 Term Treasury ETF buyer in Q2 2022 was Sargent Bickham Lagudis, an estimated $16.1M added.
  • The largest iShares iBonds Dec 2027 Term Treasury ETF seller in Q2 2022 was Flow Traders U.S., an estimated $735K sold.

Based on aggregated 13F filings for Q2 2022.