We are live on ! Find out more
IBTH icon

iShares iBonds Dec 2027 Term Treasury ETF
IBTH

132 hedge funds and large institutions have $550M 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, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 9

342% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 12

202% more capital invested

Capital invested by funds: $182M → $550M (+$368M)

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

53% more funds holding

Funds holding: 86 → 132 (+46)

19.79% more ownership

Funds ownership: 67.2% → 86.99% (+20%)

Holders
132
Holders Change
+46
Holders Change %
+53.49%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
57
Increased
53
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$129M
2
NA
NewEdge Advisors
Louisiana
+$17.4M
3
Bank of America
Bank of America
North Carolina
+$14.6M
4
JAG
Journey Advisory Group
Kentucky
+$13.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.75M

Top Sellers

1
GBWM
Granite Bay Wealth Management
New Hampshire
-$2.28M
2
DP
Denver PWM
Colorado
-$1.78M
3
CIM
Confluence Investment Management
Missouri
-$1.45M
4
Osaic Holdings
Osaic Holdings
Arizona
-$887K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$628K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$135M +$129M +5,884,791 +4,473%
GI
2
GLOBALT Investments
Georgia
$73.7M +$72.3M +3,291,583 New
CIM
3
Confluence Investment Management
Missouri
$30.5M -$1.45M -66,168 -5%
NA
4
NewEdge Advisors
Louisiana
$26.8M +$17.4M +792,295 +196%
Bank of America
5
Bank of America
North Carolina
$22.9M +$14.6M +664,190 +186%
Wells Fargo
6
Wells Fargo
California
$22M +$4.13M +188,059 +24%
SWP
7
Stratos Wealth Partners
Ohio
$15.2M +$4.73M +215,418 +46%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$13.9M +$130K +5,909 +1%
JAG
9
Journey Advisory Group
Kentucky
$13.8M +$13.5M +616,814 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$13M +$6.4M +291,342 +101%
FCA
11
FinTrust Capital Advisors
South Carolina
$12.6M +$274K +12,469 +2%
UBS Group
12
UBS Group
Switzerland
$10.7M +$5.61M +255,329 +115%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$9.68M +$8.75M +398,532 +1,186%
MCM
14
MV Capital Management
Maryland
$9.67M +$1.58M +71,835 +20%
SPIA
15
Steward Partners Investment Advisory
New York
$8M +$7.66M +348,877 +4,234%
TWM
16
TMD Wealth Management
Arizona
$7.75M +$7.61M +346,352 New
CIA
17
Capital Investment Advisors
Georgia
$6.9M +$5.69M +258,920 +525%
Financial Engines Advisors
18
Financial Engines Advisors
California
$6.63M +$6.5M +296,187 New
ICG
19
InterOcean Capital Group
Tennessee
$5.36M +$5.26M +239,318 New
SCA
20
Snowden Capital Advisors
New York
$5.34M +$90.5K +4,122 +2%
LPL Financial
21
LPL Financial
California
$4.73M +$1.86M +84,720 +67%
IWC
22
Integrated Wealth Concepts
Massachusetts
$4.43M +$3.24M +147,651 +293%
Truist Financial
23
Truist Financial
North Carolina
$4.28M +$4.19M +191,009 New
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$4.26M +$3.13M +142,670 +299%
Stifel Financial
25
Stifel Financial
Missouri
$3.72M +$324K +14,773 +10%
1
2 3 4 5

IBTH Hedge Fund Activity: Q4 2023 in Review

132 of the 6,859 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 $550M — up 202% from $182M 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 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $129M. The largest seller was Granite Bay Wealth Management, cutting an estimated $2.28M.

  • 132 institutional investors held iShares iBonds Dec 2027 Term Treasury ETF (IBTH) as of Q4 2023, up from 86 in Q3 2023.
  • Funds reported $550M of iShares iBonds Dec 2027 Term Treasury ETF stock for Q4 2023, up 202% 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 $129M added.
  • The largest iShares iBonds Dec 2027 Term Treasury ETF seller in Q4 2023 was Granite Bay Wealth Management, an estimated $2.28M sold.

Based on aggregated 13F filings for Q4 2023.