iShares iBonds Oct 2031 Term TIPS ETF
IBIH
6 hedge funds and large institutions have $8.11M invested in iShares iBonds Oct 2031 Term TIPS ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
27% more capital invested
Capital invested by funds: $6.37M → $8.11M (+$1.75M)
20% more funds holding
Funds holding: 5 → 6 (+1)
0.82% less ownership
Funds ownership: 43.88% → 43.06% (-0.82%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YWM
Yoder Wealth Management
Walnut Creek,
California
|
+$1.25M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$932K |
| 3 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
+$63.9K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$21.2K |
| 5 |
ATI
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
+$10.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$188K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$26 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QFA
1
Quantum Financial Advisors
El Segundo,
California
| $3.53M | +$63.9K | +2,495 | +2% |
|
|
YWM
2
Yoder Wealth Management
Walnut Creek,
California
| $2.47M | +$1.25M | +48,856 | +99% |
|
|
3
Citadel Advisors
Miami,
Florida
| $913K | +$932K | +36,365 | New |
|
|
FTUS
4
Flow Traders U.S.
New York
| $698K | -$188K | -7,324 | -21% |
|
|
ATI
5
ARK & TLK Investments
Oklahoma City,
Oklahoma
| $479K | +$10.2K | +400 | +2% |
|
|
SPIA
6
Steward Partners Investment Advisory
New York
| $20.7K | +$21.2K | +826 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$26 | -1 | Closed |
|
IBIH Hedge Fund Activity: Q4 2024 in Review
6 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Oct 2031 Term TIPS ETF (IBIH) for Q4 2024, worth a combined $8.11M — up 27% from $6.37M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new IBIH positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Yoder Wealth Management, adding an estimated $1.25M. The largest seller was Flow Traders U.S., cutting an estimated $188K.
- 6 institutional investors held iShares iBonds Oct 2031 Term TIPS ETF (IBIH) as of Q4 2024, up from 5 in Q3 2024.
- Funds reported $8.11M of iShares iBonds Oct 2031 Term TIPS ETF stock for Q4 2024, up 27% quarter-over-quarter.
- 2 funds opened new iShares iBonds Oct 2031 Term TIPS ETF positions in Q4 2024 and 1 closed out, a net change of +1 holder.
- The largest iShares iBonds Oct 2031 Term TIPS ETF buyer in Q4 2024 was Yoder Wealth Management, an estimated $1.25M added.
- The largest iShares iBonds Oct 2031 Term TIPS ETF seller in Q4 2024 was Flow Traders U.S., an estimated $188K sold.
Based on aggregated 13F filings for Q4 2024.