iShares iBonds Dec 2027 Term Treasury ETF
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, 77 increasing their positions, 23 reducing their positions, and 6 closing their positions.
433% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 6
235% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 23
20% more funds holding
Funds holding: 131 → 157 (+26)
18% more capital invested
Capital invested by funds: $480M → $565M (+$85.5M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2.12% less ownership
Funds ownership: 75.82% → 73.7% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
4WM
4J Wealth Management
Alexandria,
Virginia
|
-$1.57M |
| 2 |
CCB
Country Club Bank
Kansas City,
Missouri
|
-$1.38M |
| 3 |
GI
GLOBALT Investments
Atlanta,
Georgia
|
-$1.35M |
| 4 |
AF
Allworth Financial
Folsom,
California
|
-$1.06M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$488K |
IBTH Hedge Fund Activity: Q1 2024 in Review
157 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) for Q1 2024, worth a combined $565M — up 18% from $480M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new IBTH positions and 6 closed out — a net gain of 26 holders — while 77 added to existing stakes and 23 trimmed.
The largest buyer was Legacy Private Trust, opening a new position worth an estimated $6.92M. The largest seller was 4J Wealth Management, cutting an estimated $1.57M.
- 157 institutional investors held iShares iBonds Dec 2027 Term Treasury ETF (IBTH) as of Q1 2024, up from 131 in Q4 2023.
- Funds reported $565M of iShares iBonds Dec 2027 Term Treasury ETF stock for Q1 2024, up 18% quarter-over-quarter.
- 32 funds opened new iShares iBonds Dec 2027 Term Treasury ETF positions in Q1 2024 and 6 closed out, a net change of +26 holders.
- The largest iShares iBonds Dec 2027 Term Treasury ETF buyer in Q1 2024 was Legacy Private Trust, an estimated $6.92M added.
- The largest iShares iBonds Dec 2027 Term Treasury ETF seller in Q1 2024 was 4J Wealth Management, an estimated $1.57M sold.
Based on aggregated 13F filings for Q1 2024.