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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
LWL
76
Leo Wealth LLC
Texas
$717K +$86.5K +3,886 +14%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$652K +$205K +9,187 +46%
VA
78
Valmark Advisers
Ohio
$642K +$160K +7,175 +34%
CIA
79
Compass Ion Advisors
Pennsylvania
$641K – – –
KF
80
Krilogy Financial
Missouri
$611K +$157K +7,061 +35%
GHA
81
Granite Harbor Advisors
Texas
$593K +$33K +1,484 +6%
MFG
82
Mendota Financial Group
Wisconsin
$559K +$139K +6,242 +34%
Baird Financial Group
83
Baird Financial Group
Wisconsin
$550K -$11.4K -514 -2%
GSAM
84
Grant Street Asset Management
Pennsylvania
$515K +$4.9K +220 +1%
Goldman Sachs
85
Goldman Sachs
New York
$446K +$441K +19,823 New
HC
86
Hara Capital
Washington
$432K -$152K -6,804 -26%
Cerity Partners
87
Cerity Partners
New York
$431K – – –
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$429K -$152K -6,845 -26%
DSC
89
Duncker Streett & Co
Missouri
$403K – – –
AWM
90
Apollon Wealth Management
South Carolina
$361K +$65.8K +2,955 +23%
AC
91
Apella Capital
Connecticut
$356K +$2.25K +101 +0.6%
AI
92
Atria Investments
North Carolina
$347K +$343K +15,414 New
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$330K -$19K -855 -6%
Lido Advisors
94
Lido Advisors
California
$324K +$64.6K +2,900 +25%
SWMG
95
Signature Wealth Management Group
Georgia
$323K +$3.7K +166 +1%
MML Investors Services
96
MML Investors Services
Massachusetts
$316K +$312K +14,028 New
PP
97
Prosperity Planning
Missouri
$301K -$229K -10,288 Closed
PS
98
Principal Securities
Iowa
$300K +$24.8K +1,113 +9%
CSPAM
99
Cary Street Partners Asset Management
Virginia
$294K +$291K +13,055 New
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$293K +$290K +13,008 New
2 3
4
5 6

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.