iShares iBonds Oct 2028 Term TIPS ETF
IBIE
6 hedge funds and large institutions have $5.52M invested in iShares iBonds Oct 2028 Term TIPS ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
11.71% less ownership
Funds ownership: 41.94% → 30.23% (-12%)
14% less funds holding
Funds holding: 7 → 6 (-1)
27% less capital invested
Capital invested by funds: $7.54M → $5.52M (-$2.03M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
+$220K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$231 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$917K |
| 2 |
Jane Street
New York
|
-$833K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$702K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QFA
1
Quantum Financial Advisors
El Segundo,
California
| $4.22M | +$220K | +8,571 | +6% |
|
|
2
Jane Street
New York
| $464K | -$833K | -32,473 | -65% |
|
|
ATI
3
ARK & TLK Investments
Oklahoma City,
Oklahoma
| $460K | – | – | – |
|
|
JSA
4
Jim Saulnier & Associates
Fort Collins,
Colorado
| $329K | +$324K | +12,620 | New |
|
|
BC
5
Barrett & Company
Providence,
Rhode Island
| $45.6K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $235 | +$231 | +9 | New |
|
|
7
Citadel Advisors
Miami,
Florida
| – | -$917K | -35,699 | Closed |
|
|
FTUS
8
Flow Traders U.S.
New York
| – | -$702K | -27,323 | Closed |
|
IBIE Hedge Fund Activity: Q3 2024 in Review
6 of the 6,970 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Oct 2028 Term TIPS ETF (IBIE) for Q3 2024, worth a combined $5.52M — down 27% from $7.54M a quarter earlier.
Fund positioning in IBIE was balanced in Q3 2024: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 1 trimmed.
The largest buyer was Quantum Financial Advisors, adding an estimated $220K. The largest seller was Citadel Advisors, exiting entirely with an estimated $917K sold.
- 6 institutional investors held iShares iBonds Oct 2028 Term TIPS ETF (IBIE) as of Q3 2024, down from 7 in Q2 2024.
- Funds reported $5.52M of iShares iBonds Oct 2028 Term TIPS ETF stock for Q3 2024, down 27% quarter-over-quarter.
- 2 funds opened new iShares iBonds Oct 2028 Term TIPS ETF positions in Q3 2024 and 2 closed out, a net change of 0 holders.
- The largest iShares iBonds Oct 2028 Term TIPS ETF buyer in Q3 2024 was Quantum Financial Advisors, an estimated $220K added.
- The largest iShares iBonds Oct 2028 Term TIPS ETF seller in Q3 2024 was Citadel Advisors, an estimated $917K sold.
Based on aggregated 13F filings for Q3 2024.