iShares iBonds Dec 2027 Term Treasury ETF
IBTH
67 hedge funds and large institutions have $165M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 4 reducing their positions, and 3 closing their positions.
700% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 4
600% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
34% more funds holding
Funds holding: 50 → 67 (+17)
17% more capital invested
Capital invested by funds: $141M → $165M (+$24.2M)
14.68% less ownership
Funds ownership: 93.29% → 78.61% (-15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$9.18M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.52M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.86M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.75M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$11.6M |
| 2 |
Jane Street
New York
|
-$7.23M |
| 3 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$4.05M |
| 4 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
-$799K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$652K |
IBTH Hedge Fund Activity: Q1 2023 in Review
67 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) for Q1 2023, worth a combined $165M — up 17% from $141M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IBTH positions and 3 closed out — a net gain of 18 holders — while 32 added to existing stakes and 4 trimmed.
The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $9.18M. The largest seller was Goldman Sachs, exiting entirely with an estimated $11.6M sold.
- 67 institutional investors held iShares iBonds Dec 2027 Term Treasury ETF (IBTH) as of Q1 2023, up from 50 in Q4 2022.
- Funds reported $165M of iShares iBonds Dec 2027 Term Treasury ETF stock for Q1 2023, up 17% quarter-over-quarter.
- 21 funds opened new iShares iBonds Dec 2027 Term Treasury ETF positions in Q1 2023 and 3 closed out, a net change of +18 holders.
- The largest iShares iBonds Dec 2027 Term Treasury ETF buyer in Q1 2023 was Stratos Wealth Partners, an estimated $9.18M added.
- The largest iShares iBonds Dec 2027 Term Treasury ETF seller in Q1 2023 was Goldman Sachs, an estimated $11.6M sold.
Based on aggregated 13F filings for Q1 2023.