We are live on
!
Find out more
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
IBTH
157 hedge funds and large institutions have $565M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 24 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
357% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 7
217% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 24
19% more funds holding
Funds holding: 132 → 157 (+25)
3% more capital invested
Capital invested by funds: $550M → $565M (+$14.9M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
13.29% less ownership
Funds ownership: 86.99% → 73.7% (-13%)
Holders
157
Holders Change
+25
Holders Change %
+18.94%
% of All Funds
2.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
32
Increased
76
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$6.92M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$6.48M |
| 3 |
OPA
Old Port Advisors
Portland,
Maine
|
+$4.66M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$4.49M |
| 5 |
FA
Fagan Associates
Troy,
New York
|
+$4.3M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$65.1M |
| 2 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
-$3.25M |
| 3 |
4WM
4J Wealth Management
Alexandria,
Virginia
|
-$1.57M |
| 4 |
CCB
Country Club Bank
Kansas City,
Missouri
|
-$1.38M |
| 5 |
GI
GLOBALT Investments
Atlanta,
Georgia
|
-$1.35M |
