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iShares iBonds Oct 2030 Term TIPS ETF

5 hedge funds and large institutions have $5.12M invested in iShares iBonds Oct 2030 Term TIPS ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more capital invested

Capital invested by funds: $1.22M → $5.12M (+$3.9M)

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

25% more funds holding

Funds holding: 45 (+1)

20.61% more ownership

Funds ownership: 23.71%44.31% (+21%)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
1
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QFA
1
Quantum Financial Advisors
California
$3.26M +$3.24M +126,841 New
Citadel Advisors
2
Citadel Advisors
Florida
$885K +$881K +34,480 New
ATI
3
ARK & TLK Investments
Oklahoma
$471K +$188K +7,369 +67%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$361K -$13K -509 -3%
BCPWM
5
Bradley & Co Private Wealth Management
Florida
$146K +$145K +5,685 New
FTUS
6
Flow Traders U.S.
New York
-$309K -12,043 Closed
Jane Street
7
Jane Street
New York
-$252K -9,820 Closed

IBIG Hedge Fund Activity: Q1 2024 in Review

5 of the 6,946 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Oct 2030 Term TIPS ETF (IBIG) for Q1 2024, worth a combined $5.12M — up 321% from $1.22M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new IBIG positions and 2 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Quantum Financial Advisors, opening a new position worth an estimated $3.24M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $309K sold.

  • 5 institutional investors held iShares iBonds Oct 2030 Term TIPS ETF (IBIG) as of Q1 2024, up from 4 in Q4 2023.
  • Funds reported $5.12M of iShares iBonds Oct 2030 Term TIPS ETF stock for Q1 2024, up 321% quarter-over-quarter.
  • 3 funds opened new iShares iBonds Oct 2030 Term TIPS ETF positions in Q1 2024 and 2 closed out, a net change of +1 holder.
  • The largest iShares iBonds Oct 2030 Term TIPS ETF buyer in Q1 2024 was Quantum Financial Advisors, an estimated $3.24M added.
  • The largest iShares iBonds Oct 2030 Term TIPS ETF seller in Q1 2024 was Flow Traders U.S., an estimated $309K sold.

Based on aggregated 13F filings for Q1 2024.