iShares iBonds Dec 2027 Term Treasury ETF
IBTH
131 hedge funds and large institutions have $480M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 53 increasing their positions, 11 reducing their positions, and 9 closing their positions.
533% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 9
382% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 11
172% more capital invested
Capital invested by funds: $177M → $480M (+$303M)
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
54% more funds holding
Funds holding: 85 → 131 (+46)
10.65% more ownership
Funds ownership: 65.16% → 75.82% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$63.2M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$17.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$14.6M |
| 4 |
JAG
Journey Advisory Group
Covington,
Kentucky
|
+$13.5M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DP
Denver PWM
Denver,
Colorado
|
-$1.78M |
| 2 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$1.45M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$887K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$628K |
| 5 |
Lido Advisors
Los Angeles,
California
|
-$557K |
IBTH Hedge Fund Activity: Q4 2023 in Review
131 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) for Q4 2023, worth a combined $480M — up 172% from $177M a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new IBTH positions and 9 closed out — a net gain of 48 holders — while 53 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $63.2M. The largest seller was Denver PWM, exiting entirely with an estimated $1.78M sold.
- 131 institutional investors held iShares iBonds Dec 2027 Term Treasury ETF (IBTH) as of Q4 2023, up from 85 in Q3 2023.
- Funds reported $480M of iShares iBonds Dec 2027 Term Treasury ETF stock for Q4 2023, up 172% quarter-over-quarter.
- 57 funds opened new iShares iBonds Dec 2027 Term Treasury ETF positions in Q4 2023 and 9 closed out, a net change of +48 holders.
- The largest iShares iBonds Dec 2027 Term Treasury ETF buyer in Q4 2023 was Morgan Stanley, an estimated $63.2M added.
- The largest iShares iBonds Dec 2027 Term Treasury ETF seller in Q4 2023 was Denver PWM, an estimated $1.78M sold.
Based on aggregated 13F filings for Q4 2023.