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iShares iBonds Oct 2029 Term TIPS ETF

6 hedge funds and large institutions have $5.74M invested in iShares iBonds Oct 2029 Term TIPS ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more capital invested

Capital invested by funds: $2.81M → $5.74M (+$2.93M)

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

20% more funds holding

Funds holding: 56 (+1)

5.77% more ownership

Funds ownership: 43.93%49.7% (+5.8%)

Holders
6
Holders Change
+1
Holders Change %
+20%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
2
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QFA
1
Quantum Financial Advisors
California
$3.28M +$3.26M +127,963 New
BlackRock
2
BlackRock
New York
$770K
Jane Street
3
Jane Street
New York
$687K +$297K +11,633 +77%
ATI
4
ARK & TLK Investments
Oklahoma
$463K +$185K +7,267 +68%
FTUS
5
Flow Traders U.S.
New York
$445K -$434K -17,020 -50%
BCPWM
6
Bradley & Co Private Wealth Management
Florida
$91.9K +$91.3K +3,580 New
Citadel Advisors
7
Citadel Advisors
Florida
-$501K -19,579 Closed

IBIF Hedge Fund Activity: Q1 2024 in Review

6 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Oct 2029 Term TIPS ETF (IBIF) for Q1 2024, worth a combined $5.74M — up 104% from $2.81M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new IBIF positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Quantum Financial Advisors, opening a new position worth an estimated $3.26M. The largest seller was Citadel Advisors, exiting entirely with an estimated $501K sold.

  • 6 institutional investors held iShares iBonds Oct 2029 Term TIPS ETF (IBIF) as of Q1 2024, up from 5 in Q4 2023.
  • Funds reported $5.74M of iShares iBonds Oct 2029 Term TIPS ETF stock for Q1 2024, up 104% quarter-over-quarter.
  • 2 funds opened new iShares iBonds Oct 2029 Term TIPS ETF positions in Q1 2024 and 1 closed out, a net change of +1 holder.
  • The largest iShares iBonds Oct 2029 Term TIPS ETF buyer in Q1 2024 was Quantum Financial Advisors, an estimated $3.26M added.
  • The largest iShares iBonds Oct 2029 Term TIPS ETF seller in Q1 2024 was Citadel Advisors, an estimated $501K sold.

Based on aggregated 13F filings for Q1 2024.