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iShares iBonds Oct 2029 Term TIPS ETF

6 hedge funds and large institutions have $7.95M invested in iShares iBonds Oct 2029 Term TIPS ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

4% more capital invested

Capital invested by funds: $7.66M → $7.95M (+$297K)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

6.18% less ownership

Funds ownership: 49.53%43.35% (-6.2%)

14% less funds holding

Funds holding: 76 (-1)

Holders
6
Holders Change
-1
Holders Change %
-14.29%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
3
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
$3.82M +$306K +11,848 +9%
RSWM
2
Robertson Stephens Wealth Management
California
$1.53M +$229K +8,889 +18%
FTUS
3
Flow Traders U.S.
New York
$925K +$389K +15,079 +75%
Jane Street
4
Jane Street
New York
$899K -$143K -5,548 -14%
ATI
5
ARK & TLK Investments
Oklahoma
$472K
JSA
6
Jim Saulnier & Associates
Colorado
$306K +$302K +11,692 New
Citadel Advisors
7
Citadel Advisors
Florida
-$827K -32,086 Closed

IBIF Hedge Fund Activity: Q3 2024 in Review

6 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Oct 2029 Term TIPS ETF (IBIF) for Q3 2024, worth a combined $7.95M — up 3.9% from $7.66M a quarter earlier.

Fund positioning in IBIF was balanced in Q3 2024: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 1 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $389K. The largest seller was Citadel Advisors, exiting entirely with an estimated $827K sold.

  • 6 institutional investors held iShares iBonds Oct 2029 Term TIPS ETF (IBIF) as of Q3 2024, down from 7 in Q2 2024.
  • Funds reported $7.95M of iShares iBonds Oct 2029 Term TIPS ETF stock for Q3 2024, up 3.9% quarter-over-quarter.
  • 1 fund opened new iShares iBonds Oct 2029 Term TIPS ETF positions in Q3 2024 and 1 closed out, a net change of 0 holders.
  • The largest iShares iBonds Oct 2029 Term TIPS ETF buyer in Q3 2024 was Flow Traders U.S., an estimated $389K added.
  • The largest iShares iBonds Oct 2029 Term TIPS ETF seller in Q3 2024 was Citadel Advisors, an estimated $827K sold.

Based on aggregated 13F filings for Q3 2024.