iShares iBonds Dec 2027 Term Treasury ETF
IBTH
22 hedge funds and large institutions have $47.9M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
29% more funds holding
Funds holding: 17 → 22 (+5)
7.33% more ownership
Funds ownership: 86.53% → 93.86% (+7.3%)
6% more capital invested
Capital invested by funds: $45.1M → $47.9M (+$2.76M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$14.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.25M |
| 3 |
Jane Street
New York
|
+$2.55M |
| 4 |
RHP
Royal Harbor Partners
Houston,
Texas
|
+$2.27M |
| 5 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$11.4M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$5.58M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$2.51M |
| 4 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
-$1.3M |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$9.38K |
IBTH Hedge Fund Activity: Q3 2022 in Review
22 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) for Q3 2022, worth a combined $47.9M — up 6.1% from $45.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IBTH positions and 2 closed out — a net gain of 6 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Bank of America, adding an estimated $14.5M. The largest seller was Stifel Financial, cutting an estimated $11.4M.
- 22 institutional investors held iShares iBonds Dec 2027 Term Treasury ETF (IBTH) as of Q3 2022, up from 17 in Q2 2022.
- Funds reported $47.9M of iShares iBonds Dec 2027 Term Treasury ETF stock for Q3 2022, up 6.1% quarter-over-quarter.
- 8 funds opened new iShares iBonds Dec 2027 Term Treasury ETF positions in Q3 2022 and 2 closed out, a net change of +6 holders.
- The largest iShares iBonds Dec 2027 Term Treasury ETF buyer in Q3 2022 was Bank of America, an estimated $14.5M added.
- The largest iShares iBonds Dec 2027 Term Treasury ETF seller in Q3 2022 was Stifel Financial, an estimated $11.4M sold.
Based on aggregated 13F filings for Q3 2022.