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iShares iBonds Oct 2028 Term TIPS ETF

7 hedge funds and large institutions have $7.54M invested in iShares iBonds Oct 2028 Term TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more capital invested

Capital invested by funds: $5.66M → $7.54M (+$1.88M)

1.68% more ownership

Funds ownership: 40.26%41.94% (+1.7%)

0% more funds holding

Funds holding: 77 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
7
Holders Change
Holders Change %
0%
% of All Funds
0.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
3
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QFA
1
Quantum Financial Advisors
California
$3.94M +$171K +6,749 +5%
Jane Street
2
Jane Street
New York
$1.29M +$597K +23,490 +88%
Citadel Advisors
3
Citadel Advisors
Florida
$917K +$372K +14,650 +70%
FTUS
4
Flow Traders U.S.
New York
$702K +$694K +27,323 New
ATI
5
ARK & TLK Investments
Oklahoma
$454K
BCPWM
6
Bradley & Co Private Wealth Management
Florida
$197K
BC
7
Barrett & Company
Rhode Island
$45K
UBS Group
8
UBS Group
Switzerland
-$1.1K -43 Closed

IBIE Hedge Fund Activity: Q2 2024 in Review

7 of the 6,930 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Oct 2028 Term TIPS ETF (IBIE) for Q2 2024, worth a combined $7.54M — up 33% from $5.66M a quarter earlier.

Fund positioning in IBIE was balanced in Q2 2024: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 0 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $694K. The largest seller was UBS Group, exiting entirely with an estimated $1.1K sold.

  • 7 institutional investors held iShares iBonds Oct 2028 Term TIPS ETF (IBIE) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $7.54M of iShares iBonds Oct 2028 Term TIPS ETF stock for Q2 2024, up 33% quarter-over-quarter.
  • 1 fund opened new iShares iBonds Oct 2028 Term TIPS ETF positions in Q2 2024 and 1 closed out, a net change of 0 holders.
  • The largest iShares iBonds Oct 2028 Term TIPS ETF buyer in Q2 2024 was Flow Traders U.S., an estimated $694K added.
  • The largest iShares iBonds Oct 2028 Term TIPS ETF seller in Q2 2024 was UBS Group, an estimated $1.1K sold.

Based on aggregated 13F filings for Q2 2024.