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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$21.6M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$18.4M |
| 3 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$18M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$7.64M |
| 5 |
MIM
Moseley Investment Management
Bradenton,
Florida
|
+$6.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Scissortail Wealth Management
Tulsa,
Oklahoma
|
-$6.54M |
| 2 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$5.8M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$1.81M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.7M |
| 5 |
PA
Pineridge Advisors
St. Charles,
Missouri
|
-$1.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Fidelity Investments
Boston,
Massachusetts
| – | -$22 | -1 | Closed |
|
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.