iShares iBonds Dec 2027 Term Treasury ETF
IBTH
85 hedge funds and large institutions have $177M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 12 reducing their positions, and 8 closing their positions.
283% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 12
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
12% more funds holding
Funds holding: 76 → 85 (+9)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less capital invested
Capital invested by funds: $183M → $177M (-$6.91M)
11.52% less ownership
Funds ownership: 76.68% → 65.16% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
MV Capital Management
Bethesda,
Maryland
|
+$7.61M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.3M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.57M |
| 4 |
FCA
FinTrust Capital Advisors
Greenville,
South Carolina
|
+$2.23M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$2.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$26.2M |
| 2 |
RHP
Royal Harbor Partners
Houston,
Texas
|
-$3.51M |
| 3 |
Jane Street
New York
|
-$2.37M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.18M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$985K |
IBTH Hedge Fund Activity: Q3 2023 in Review
85 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) for Q3 2023, worth a combined $177M — down 3.8% from $183M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IBTH positions and 8 closed out — a net gain of 10 holders — while 46 added to existing stakes and 12 trimmed.
The largest buyer was MV Capital Management, adding an estimated $7.61M. The largest seller was Wells Fargo, cutting an estimated $26.2M.
- 85 institutional investors held iShares iBonds Dec 2027 Term Treasury ETF (IBTH) as of Q3 2023, up from 76 in Q2 2023.
- Funds reported $177M of iShares iBonds Dec 2027 Term Treasury ETF stock for Q3 2023, down 3.8% quarter-over-quarter.
- 18 funds opened new iShares iBonds Dec 2027 Term Treasury ETF positions in Q3 2023 and 8 closed out, a net change of +10 holders.
- The largest iShares iBonds Dec 2027 Term Treasury ETF buyer in Q3 2023 was MV Capital Management, an estimated $7.61M added.
- The largest iShares iBonds Dec 2027 Term Treasury ETF seller in Q3 2023 was Wells Fargo, an estimated $26.2M sold.
Based on aggregated 13F filings for Q3 2023.