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iShares iBonds Dec 2028 Term Treasury ETF
IBTI

143 hedge funds and large institutions have $542M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 77 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

328% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 18

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

37% more capital invested

Capital invested by funds: $394M → $542M (+$148M)

12% more funds holding

Funds holding: 128 → 143 (+15)

1.57% less ownership

Funds ownership: 78.62% → 77.05% (-1.6%)

Holders
143
Holders Change
+15
Holders Change %
+11.72%
% of All Funds
2.05%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
23
Increased
77
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$21.6M
2
NA
NewEdge Advisors
Louisiana
+$18.4M
3
BEI
Benjamin Edwards Inc
Missouri
+$18M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$7.64M
5
MIM
Moseley Investment Management
Florida
+$6.2M

Top Sellers

Rank Fund Capital Flow
1
SWM
Scissortail Wealth Management
Oklahoma
-$6.54M
2
SFC
Strategic Financial Concepts
Texas
-$5.8M
3
Truist Financial
Truist Financial
North Carolina
-$1.81M
4
FTUS
Flow Traders U.S.
New York
-$1.7M
5
PA
Pineridge Advisors
Missouri
-$1.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
26
Snowden Capital Advisors
New York
$6.63M +$6.05M +271,601 +1,171%
SPIA
27
Steward Partners Investment Advisory
New York
$6.63M -$304K -13,641 -4%
PA
28
Probity Advisors
Texas
$6.12M +$744K +33,428 +14%
TCA
29
Transcend Capital Advisors
New Jersey
$6.06M -$234K -10,500 -4%
Ameriprise
30
Ameriprise
Minnesota
$5.52M -$793K -35,590 -13%
SWM
31
Shelton Wealth Management
Texas
$5.01M +$745K +33,470 +18%
DADC
32
D.A. Davidson & Co
Montana
$4.67M +$610K +27,384 +15%
RJA
33
Raymond James & Associates
Florida
$4.61M +$491K +22,027 +12%
BWFA
34
Baltimore-Washington Financial Advisors
Maryland
$4.55M +$4.51M +202,339 New
FC
35
FCA Corp
Texas
$4.33M +$4.28M +192,276 New
CTC
36
Central Trust Company
Missouri
$4.19M +$1.03M +46,285 +33%
Morgan Stanley
37
Morgan Stanley
New York
$3.9M +$292K +13,099 +8%
CCP
38
Carmel Capital Partners
California
$3.66M +$428K +19,225 +13%
Truist Financial
39
Truist Financial
North Carolina
$3.31M -$1.81M -81,160 -36%
GRP
40
Global Retirement Partners
California
$3.12M +$312 +14 +0%
Financial Engines Advisors
41
Financial Engines Advisors
California
$3.1M +$199K +8,921 +7%
SWM
42
Stockman Wealth Management
Montana
$3.06M +$378K +16,969 +14%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$3.01M +$1.82M +81,760 +157%
IA
44
IFP Advisors
Florida
$2.94M +$1.27M +56,824 +77%
TFS
45
Thoroughbred Financial Services
Tennessee
$2.59M +$1.13M +50,893 +79%
SCM
46
SCS Capital Management
Massachusetts
$2.45M +$4.1K +184 +0.2%
MCM
47
MV Capital Management
Maryland
$2.44M +$500K +22,453 +26%
AWP
48
Accretive Wealth Partners
New Jersey
$2.4M +$41.6K +1,868 +2%
SA
49
Sanctuary Advisors
Indiana
$2.32M +$2.36M +105,821 New
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.27M – – –
1
2
3 4 5

IBTI Hedge Fund Activity: Q3 2024 in Review

143 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) for Q3 2024, worth a combined $542M — up 37% from $394M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBTI positions and 7 closed out — a net gain of 16 holders — while 77 added to existing stakes and 18 trimmed.

The largest buyer was Stifel Financial, adding an estimated $21.6M. The largest seller was Scissortail Wealth Management, cutting an estimated $6.54M.

  • 143 institutional investors held iShares iBonds Dec 2028 Term Treasury ETF (IBTI) as of Q3 2024, up from 128 in Q2 2024.
  • Funds reported $542M of iShares iBonds Dec 2028 Term Treasury ETF stock for Q3 2024, up 37% quarter-over-quarter.
  • 23 funds opened new iShares iBonds Dec 2028 Term Treasury ETF positions in Q3 2024 and 7 closed out, a net change of +16 holders.
  • The largest iShares iBonds Dec 2028 Term Treasury ETF buyer in Q3 2024 was Stifel Financial, an estimated $21.6M added.
  • The largest iShares iBonds Dec 2028 Term Treasury ETF seller in Q3 2024 was Scissortail Wealth Management, an estimated $6.54M sold.

Based on aggregated 13F filings for Q3 2024.