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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.

New
Increased
Maintained
Reduced
Closed

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)

32.02% more ownership

Funds ownership: 8.24% → 40.26% (+32%)

Holders
7
Holders Change
+3
Holders Change %
+75%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
3
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
QFA
Quantum Financial Advisors
California
+$3.5M
2
Citadel Advisors
Citadel Advisors
Florida
+$535K
3
Jane Street
Jane Street
New York
+$240K
4
BCPWM
Bradley & Co Private Wealth Management
Florida
+$195K
5
ATI
ARK & TLK Investments
Oklahoma
+$182K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$221K

IBIE Hedge Fund Activity: Q1 2024 in Review

7 of the 6,961 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.