iShares iBonds Oct 2028 Term TIPS ETF
IBIE
7 hedge funds and large institutions have $5.66M invested in iShares iBonds Oct 2028 Term TIPS ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.
390% more capital invested
Capital invested by funds: $1.16M → $5.66M (+$4.51M)
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
75% more funds holding
Funds holding: 4 → 7 (+3)
25.15% more ownership
Funds ownership: 15.1% → 40.26% (+25%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
+$3.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$535K |
| 3 |
Jane Street
New York
|
+$240K |
| 4 |
BCPWM
Bradley & Co Private Wealth Management
Miami,
Florida
|
+$195K |
| 5 |
ATI
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
+$182K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$221K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QFA
1
Quantum Financial Advisors
El Segundo,
California
| $3.75M | +$3.5M | +137,669 | +1,562% |
|
|
2
Jane Street
New York
| $685K | +$240K | +9,450 | +55% |
|
|
3
Citadel Advisors
Miami,
Florida
| $538K | +$535K | +21,049 | New |
|
|
ATI
4
ARK & TLK Investments
Oklahoma City,
Oklahoma
| $452K | +$182K | +7,159 | +68% |
|
|
BCPWM
5
Bradley & Co Private Wealth Management
Miami,
Florida
| $196K | +$195K | +7,654 | New |
|
|
BC
6
Barrett & Company
Providence,
Rhode Island
| $44.7K | +$44.5K | +1,750 | New |
|
7
UBS Group
Zurich,
Switzerland
| $1.1K | +$1.09K | +43 | New |
|
|
FTUS
8
Flow Traders U.S.
New York
| – | -$221K | -8,676 | Closed |
|
IBIE Hedge Fund Activity: Q1 2024 in Review
7 of the 6,947 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Oct 2028 Term TIPS ETF (IBIE) for Q1 2024, worth a combined $5.66M — up 390% from $1.16M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IBIE positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Quantum Financial Advisors, adding an estimated $3.5M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $221K sold.
- 7 institutional investors held iShares iBonds Oct 2028 Term TIPS ETF (IBIE) as of Q1 2024, up from 4 in Q4 2023.
- Funds reported $5.66M of iShares iBonds Oct 2028 Term TIPS ETF stock for Q1 2024, up 390% quarter-over-quarter.
- 4 funds opened new iShares iBonds Oct 2028 Term TIPS ETF positions in Q1 2024 and 1 closed out, a net change of +3 holders.
- The largest iShares iBonds Oct 2028 Term TIPS ETF buyer in Q1 2024 was Quantum Financial Advisors, an estimated $3.5M added.
- The largest iShares iBonds Oct 2028 Term TIPS ETF seller in Q1 2024 was Flow Traders U.S., an estimated $221K sold.
Based on aggregated 13F filings for Q1 2024.