iShares iBonds Dec 2027 Term Treasury ETF
IBTH
170 hedge funds and large institutions have $628M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 95 increasing their positions, 25 reducing their positions, and 5 closing their positions.
300% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 5
280% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 25
11% more capital invested
Capital invested by funds: $565M → $628M (+$63.4M)
8% more funds holding
Funds holding: 157 → 170 (+13)
1.72% less ownership
Funds ownership: 73.7% → 71.97% (-1.7%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DP
Denver PWM
Denver,
Colorado
|
+$12M |
| 2 |
CCG
Chatham Capital Group
Savannah,
Georgia
|
+$6.22M |
| 3 |
MW
MBL Wealth
Charlotte,
North Carolina
|
+$5.8M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$3.97M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.51M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.02M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.62M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.28M |
| 5 |
FCA
FinTrust Capital Advisors
Greenville,
South Carolina
|
-$1.24M |
IBTH Hedge Fund Activity: Q2 2024 in Review
170 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) for Q2 2024, worth a combined $628M — up 11% from $565M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IBTH positions and 5 closed out — a net gain of 15 holders — while 95 added to existing stakes and 25 trimmed.
The largest buyer was Denver PWM, opening a new position worth an estimated $12M. The largest seller was Jane Street, cutting an estimated $2.51M.
- 170 institutional investors held iShares iBonds Dec 2027 Term Treasury ETF (IBTH) as of Q2 2024, up from 157 in Q1 2024.
- Funds reported $628M of iShares iBonds Dec 2027 Term Treasury ETF stock for Q2 2024, up 11% quarter-over-quarter.
- 20 funds opened new iShares iBonds Dec 2027 Term Treasury ETF positions in Q2 2024 and 5 closed out, a net change of +15 holders.
- The largest iShares iBonds Dec 2027 Term Treasury ETF buyer in Q2 2024 was Denver PWM, an estimated $12M added.
- The largest iShares iBonds Dec 2027 Term Treasury ETF seller in Q2 2024 was Jane Street, an estimated $2.51M sold.
Based on aggregated 13F filings for Q2 2024.