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iShares iBonds Dec 2027 Term Treasury ETF
IBTH
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.
New
Increased
Maintained
Reduced
Closed
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)
Holders
170
Holders Change
+13
Holders Change %
+8.28%
% of All Funds
2.46%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
95
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 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
| 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 |