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iShares iBonds Oct 2031 Term TIPS ETF

7 hedge funds and large institutions have $7.25M invested in iShares iBonds Oct 2031 Term TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

75% more funds holding

Funds holding: 47 (+3)

47% more capital invested

Capital invested by funds: $4.94M → $7.25M (+$2.31M)

1.41% more ownership

Funds ownership: 54.95%56.37% (+1.4%)

Holders
7
Holders Change
+3
Holders Change %
+75%
% of All Funds
0.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
2
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QFA
1
Quantum Financial Advisors
California
$3.35M +$96.6K +3,803 +3%
Jane Street
2
Jane Street
New York
$1.13M +$733K +28,847 +191%
YWM
3
Yoder Wealth Management
California
$1M +$989K +38,939 New
Citadel Advisors
4
Citadel Advisors
Florida
$781K -$47K -1,848 -6%
FTUS
5
Flow Traders U.S.
New York
$508K +$502K +19,753 New
ATI
6
ARK & TLK Investments
Oklahoma
$481K
UBS Group
7
UBS Group
Switzerland
$103 +$102 +4 New

IBIH 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 2031 Term TIPS ETF (IBIH) for Q2 2024, worth a combined $7.25M — up 47% from $4.94M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new IBIH positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Yoder Wealth Management, opening a new position worth an estimated $989K. The largest seller was Citadel Advisors, cutting an estimated $47K.

  • 7 institutional investors held iShares iBonds Oct 2031 Term TIPS ETF (IBIH) as of Q2 2024, up from 4 in Q1 2024.
  • Funds reported $7.25M of iShares iBonds Oct 2031 Term TIPS ETF stock for Q2 2024, up 47% quarter-over-quarter.
  • 3 funds opened new iShares iBonds Oct 2031 Term TIPS ETF positions in Q2 2024 and 0 closed out, a net change of +3 holders.
  • The largest iShares iBonds Oct 2031 Term TIPS ETF buyer in Q2 2024 was Yoder Wealth Management, an estimated $989K added.
  • The largest iShares iBonds Oct 2031 Term TIPS ETF seller in Q2 2024 was Citadel Advisors, an estimated $47K sold.

Based on aggregated 13F filings for Q2 2024.