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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
CIAS
101
CFS Investment Advisory Services
New Jersey
$289K +$26.1K +1,170 +10%
KAS
102
KPP Advisory Services
Kentucky
$288K – – –
AGP
103
Autumn Glory Partners
Texas
$287K – – –
SFC
104
Strategic Financial Concepts
Texas
$278K -$5.8M -260,647 -95%
PCA
105
Prosperity Capital Advisors
Ohio
$274K +$34K +1,527 +14%
JCM
106
Jacobi Capital Management
Pennsylvania
$270K +$267K +12,012 New
HBT
107
Heartland Bank & Trust
Illinois
$269K +$266K +11,964 New
Bank of New York Mellon
108
Bank of New York Mellon
New York
$266K +$263K +11,800 New
4WM
109
4J Wealth Management
Virginia
$259K +$31.3K +1,405 +14%
HFA
110
Highland Financial Advisors
New Jersey
$257K – – –
TWM
111
Trinity Wealth Management
Pennsylvania
$249K – – –
CFGA
112
Cambridge Financial Group (Arizona)
Arizona
$249K +$246K +11,068 New
YWM
113
Yoder Wealth Management
California
$247K – – –
PB
114
Pinnacle Bancorp
Nebraska
$225K +$223K +10,000 New
BWM
115
BCS Wealth Management
Tennessee
$221K – – –
National Bank of Canada
116
National Bank of Canada
Quebec, Canada
$218K +$61.1K +2,746 +40%
BC
117
Barrett & Company
Rhode Island
$217K +$53.6K +2,406 +33%
CIA
118
Capital Investment Advisors
Georgia
$211K – – –
JBA
119
Johnson Bixby & Associates
Washington
$207K +$205K +9,192 New
WT
120
Washington Trust
Rhode Island
$171K -$56.6K -2,540 -25%
EW
121
Element Wealth
Mississippi
$155K +$11.4K +510 +8%
UCB
122
United Community Bank
South Carolina
$152K – – –
PTC
123
Private Trust Company
Ohio
$127K – – –
SWC
124
Spectrum Wealth Counsel
Indiana
$118K – – –
BWL
125
Bogart Wealth LLC
Virginia
$75.4K +$45 +2 +0.1%
3 4
5
6 7

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.