iShares iBonds Oct 2029 Term TIPS ETF
IBIF
7 hedge funds and large institutions have $7.66M invested in iShares iBonds Oct 2029 Term TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
33% more capital invested
Capital invested by funds: $5.74M → $7.66M (+$1.92M)
17% more funds holding
Funds holding: 6 → 7 (+1)
0.17% less ownership
Funds ownership: 49.7% → 49.53% (-0.17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$1.26M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$816K |
| 3 |
Jane Street
New York
|
+$333K |
| 4 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
+$154K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$72.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$770K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QFA
1
Quantum Financial Advisors
El Segundo,
California
| $3.45M | +$154K | +6,038 | +5% |
|
|
RSWM
2
Robertson Stephens Wealth Management
San Francisco,
California
| $1.27M | +$1.26M | +49,419 | New |
|
|
3
Jane Street
New York
| $1.03M | +$333K | +13,105 | +49% |
|
|
4
Citadel Advisors
Miami,
Florida
| $827K | +$816K | +32,086 | New |
|
|
FTUS
5
Flow Traders U.S.
New York
| $521K | +$72.8K | +2,860 | +16% |
|
|
ATI
6
ARK & TLK Investments
Oklahoma City,
Oklahoma
| $464K | – | – | – |
|
|
BCPWM
7
Bradley & Co Private Wealth Management
Miami,
Florida
| $92.2K | – | – | – |
|
|
8
BlackRock
New York
| – | -$770K | -30,000 | Closed |
|
IBIF Hedge Fund Activity: Q2 2024 in Review
7 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Oct 2029 Term TIPS ETF (IBIF) for Q2 2024, worth a combined $7.66M — up 33% from $5.74M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new IBIF positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Robertson Stephens Wealth Management, opening a new position worth an estimated $1.26M. The largest seller was BlackRock, exiting entirely with an estimated $770K sold.
- 7 institutional investors held iShares iBonds Oct 2029 Term TIPS ETF (IBIF) as of Q2 2024, up from 6 in Q1 2024.
- Funds reported $7.66M of iShares iBonds Oct 2029 Term TIPS ETF stock for Q2 2024, up 33% quarter-over-quarter.
- 2 funds opened new iShares iBonds Oct 2029 Term TIPS ETF positions in Q2 2024 and 1 closed out, a net change of +1 holder.
- The largest iShares iBonds Oct 2029 Term TIPS ETF buyer in Q2 2024 was Robertson Stephens Wealth Management, an estimated $1.26M added.
- The largest iShares iBonds Oct 2029 Term TIPS ETF seller in Q2 2024 was BlackRock, an estimated $770K sold.
Based on aggregated 13F filings for Q2 2024.