iShares iBonds Dec 2027 Term Treasury ETF
IBTH
226 hedge funds and large institutions have $970M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 124 increasing their positions, 27 reducing their positions, and 9 closing their positions.
433% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 9
359% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 27
36% more capital invested
Capital invested by funds: $715M → $970M (+$255M)
18% more funds holding
Funds holding: 192 → 226 (+34)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
6.8% more ownership
Funds ownership: 69.91% → 76.7% (+6.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HPC
HM Payson & Co
Portland,
Maine
|
+$97.6M |
| 2 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$19M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$18M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$9.68M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ADL
Asset Dedication LLC
San Francisco,
California
|
-$1.7M |
| 2 |
PAS
Park Avenue Securities
New York
|
-$1.57M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.33M |
| 4 |
SIA
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
-$1.12M |
| 5 |
GI
GLOBALT Investments
Atlanta,
Georgia
|
-$1.07M |
IBTH Hedge Fund Activity: Q4 2024 in Review
226 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) for Q4 2024, worth a combined $970M — up 36% from $715M a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new IBTH positions and 9 closed out — a net gain of 39 holders — while 124 added to existing stakes and 27 trimmed.
The largest buyer was HM Payson & Co, adding an estimated $97.6M. The largest seller was Asset Dedication LLC, cutting an estimated $1.7M.
- 226 institutional investors held iShares iBonds Dec 2027 Term Treasury ETF (IBTH) as of Q4 2024, up from 192 in Q3 2024.
- Funds reported $970M of iShares iBonds Dec 2027 Term Treasury ETF stock for Q4 2024, up 36% quarter-over-quarter.
- 48 funds opened new iShares iBonds Dec 2027 Term Treasury ETF positions in Q4 2024 and 9 closed out, a net change of +39 holders.
- The largest iShares iBonds Dec 2027 Term Treasury ETF buyer in Q4 2024 was HM Payson & Co, an estimated $97.6M added.
- The largest iShares iBonds Dec 2027 Term Treasury ETF seller in Q4 2024 was Asset Dedication LLC, an estimated $1.7M sold.
Based on aggregated 13F filings for Q4 2024.