iShares iBonds Oct 2027 Term TIPS ETF
IBID
7 hedge funds and large institutions have $6.39M invested in iShares iBonds Oct 2027 Term TIPS ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
135% more capital invested
Capital invested by funds: $2.72M → $6.39M (+$3.66M)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
9.7% more ownership
Funds ownership: 35.71% → 45.42% (+9.7%)
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
+$3.68M |
| 2 |
ATI
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
+$179K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$174K |
| 4 |
BCPWM
Bradley & Co Private Wealth Management
Miami,
Florida
|
+$100K |
| 5 |
BC
Barrett & Company
Providence,
Rhode Island
|
+$44.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$254K |
| 2 |
BWM
BlackDiamond Wealth Management
New York
|
-$201K |
| 3 |
Jane Street
New York
|
-$83.8K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$6.74K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QFA
1
Quantum Financial Advisors
El Segundo,
California
| $3.91M | +$3.68M | +144,604 | +1,700% |
|
|
2
Citadel Advisors
Miami,
Florida
| $833K | +$174K | +6,825 | +27% |
|
|
3
Jane Street
New York
| $796K | -$83.8K | -3,293 | -10% |
|
|
ATI
4
ARK & TLK Investments
Oklahoma City,
Oklahoma
| $442K | +$179K | +7,032 | +68% |
|
|
5
BlackRock
New York
| $256K | -$254K | -10,000 | -50% |
|
|
BCPWM
6
Bradley & Co Private Wealth Management
Miami,
Florida
| $101K | +$100K | +3,933 | New |
|
|
BC
7
Barrett & Company
Providence,
Rhode Island
| $44.7K | +$44.5K | +1,750 | New |
|
|
BWM
8
BlackDiamond Wealth Management
New York
| – | -$201K | -7,945 | Closed |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$6.74K | -265 | Closed |
|
IBID Hedge Fund Activity: Q1 2024 in Review
7 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Oct 2027 Term TIPS ETF (IBID) for Q1 2024, worth a combined $6.39M — up 135% from $2.72M a quarter earlier.
Fund positioning in IBID was balanced in Q1 2024: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 2 trimmed.
The largest buyer was Quantum Financial Advisors, adding an estimated $3.68M. The largest seller was BlackRock, cutting an estimated $254K.
- 7 institutional investors held iShares iBonds Oct 2027 Term TIPS ETF (IBID) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $6.39M of iShares iBonds Oct 2027 Term TIPS ETF stock for Q1 2024, up 135% quarter-over-quarter.
- 2 funds opened new iShares iBonds Oct 2027 Term TIPS ETF positions in Q1 2024 and 2 closed out, a net change of 0 holders.
- The largest iShares iBonds Oct 2027 Term TIPS ETF buyer in Q1 2024 was Quantum Financial Advisors, an estimated $3.68M added.
- The largest iShares iBonds Oct 2027 Term TIPS ETF seller in Q1 2024 was BlackRock, an estimated $254K sold.
Based on aggregated 13F filings for Q1 2024.