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iShares iBonds Dec 2028 Term Treasury ETF
IBTI

8 hedge funds and large institutions have $12.3M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding

Funds holding: 5 → 8 (+3)

20% more capital invested

Capital invested by funds: $10.2M → $12.3M (+$2.06M)

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

102.94% less ownership

Funds ownership: 195.2% → 92.26% (-103%)

Holders
8
Holders Change
+3
Holders Change %
+60%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFEC
Benjamin F. Edwards & Company
Missouri
+$2.15M
2
BEI
Benjamin Edwards Inc
Missouri
+$120K
3
CIM
Confluence Investment Management
Missouri
+$43.1K
4
Wells Fargo
Wells Fargo
California
+$1.17K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$369K
2
Citadel Advisors
Citadel Advisors
Florida
-$55.7K
3
Stifel Financial
Stifel Financial
Missouri
-$9.86K

IBTI Hedge Fund Activity: Q2 2020 in Review

8 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) for Q2 2020, worth a combined $12.3M — up 20% from $10.2M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new IBTI positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 3 trimmed.

The largest buyer was Benjamin F. Edwards & Company, opening a new position worth an estimated $2.15M. The largest seller was Jane Street, cutting an estimated $369K.

  • 8 institutional investors held iShares iBonds Dec 2028 Term Treasury ETF (IBTI) as of Q2 2020, up from 5 in Q1 2020.
  • Funds reported $12.3M of iShares iBonds Dec 2028 Term Treasury ETF stock for Q2 2020, up 20% quarter-over-quarter.
  • 3 funds opened new iShares iBonds Dec 2028 Term Treasury ETF positions in Q2 2020 and 0 closed out, a net change of +3 holders.
  • The largest iShares iBonds Dec 2028 Term Treasury ETF buyer in Q2 2020 was Benjamin F. Edwards & Company, an estimated $2.15M added.
  • The largest iShares iBonds Dec 2028 Term Treasury ETF seller in Q2 2020 was Jane Street, an estimated $369K sold.

Based on aggregated 13F filings for Q2 2020.