iShares iBonds Oct 2029 Term TIPS ETF
IBIF
10 hedge funds and large institutions have $7.85M invested in iShares iBonds Oct 2029 Term TIPS ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
67% more funds holding
Funds holding: 6 → 10 (+4)
1% less capital invested
Capital invested by funds: $7.95M → $7.85M (-$109K)
9% less ownership
Funds ownership: 43.35% → 34.36% (-9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$400K |
| 2 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
+$397K |
| 3 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
+$284K |
| 4 |
PAS
Park Avenue Securities
New York
|
+$265K |
| 5 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$101K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$925K |
| 2 |
Jane Street
New York
|
-$618K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QFA
1
Quantum Financial Advisors
El Segundo,
California
| $3.98M | +$284K | +11,076 | +8% |
|
|
RSWM
2
Robertson Stephens Wealth Management
San Francisco,
California
| $1.58M | +$101K | +3,955 | +7% |
|
|
ATI
3
ARK & TLK Investments
Oklahoma City,
Oklahoma
| $457K | – | – | – |
|
|
4
BlackRock
New York
| $396K | +$400K | +15,595 | New |
|
|
CTC
5
Central Trust Company
Jefferson City,
Missouri
| $393K | +$397K | +15,478 | New |
|
|
JSA
6
Jim Saulnier & Associates
Fort Collins,
Colorado
| $301K | +$4.52K | +176 | +2% |
|
|
PAS
7
Park Avenue Securities
New York
| $262K | +$265K | +10,310 | New |
|
|
8
Jane Street
New York
| $259K | -$618K | -24,085 | -70% |
|
|
BCPWM
9
Bradley & Co Private Wealth Management
Miami,
Florida
| $196K | +$199K | +7,737 | New |
|
|
SPIA
10
Steward Partners Investment Advisory
New York
| $19.9K | +$20.2K | +786 | New |
|
|
FTUS
11
Flow Traders U.S.
New York
| – | -$925K | -35,284 | Closed |
|
IBIF Hedge Fund Activity: Q4 2024 in Review
10 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Oct 2029 Term TIPS ETF (IBIF) for Q4 2024, worth a combined $7.85M — down 1.4% from $7.95M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IBIF positions and 1 closed out — a net gain of 4 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was BlackRock, opening a new position worth an estimated $400K. The largest seller was Flow Traders U.S., exiting entirely with an estimated $925K sold.
- 10 institutional investors held iShares iBonds Oct 2029 Term TIPS ETF (IBIF) as of Q4 2024, up from 6 in Q3 2024.
- Funds reported $7.85M of iShares iBonds Oct 2029 Term TIPS ETF stock for Q4 2024, down 1.4% quarter-over-quarter.
- 5 funds opened new iShares iBonds Oct 2029 Term TIPS ETF positions in Q4 2024 and 1 closed out, a net change of +4 holders.
- The largest iShares iBonds Oct 2029 Term TIPS ETF buyer in Q4 2024 was BlackRock, an estimated $400K added.
- The largest iShares iBonds Oct 2029 Term TIPS ETF seller in Q4 2024 was Flow Traders U.S., an estimated $925K sold.
Based on aggregated 13F filings for Q4 2024.