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iShares iBonds Dec 2028 Term Treasury ETF
IBTI

9 hedge funds and large institutions have $12.3M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

13% more funds holding

Funds holding: 8 → 9 (+1)

0% more capital invested

Capital invested by funds: $12.3M → $12.3M (+$34K)

0.21% more ownership

Funds ownership: 92.26% → 92.47% (+0.21%)

Holders
9
Holders Change
+1
Holders Change %
+12.5%
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$993K
2
Jane Street
Jane Street
New York
+$838K
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$459K
4
CIM
Confluence Investment Management
Missouri
+$51.9K
5
BEI
Benjamin Edwards Inc
Missouri
+$36.5K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.38M
2
Wells Fargo
Wells Fargo
California
-$373

IBTI Hedge Fund Activity: Q3 2020 in Review

9 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) for Q3 2020, worth a combined $12.3M — up 0.28% from $12.3M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new IBTI positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 1 trimmed.

The largest buyer was Stifel Financial, adding an estimated $993K. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.38M sold.

  • 9 institutional investors held iShares iBonds Dec 2028 Term Treasury ETF (IBTI) as of Q3 2020, up from 8 in Q2 2020.
  • Funds reported $12.3M of iShares iBonds Dec 2028 Term Treasury ETF stock for Q3 2020, up 0.28% quarter-over-quarter.
  • 2 funds opened new iShares iBonds Dec 2028 Term Treasury ETF positions in Q3 2020 and 1 closed out, a net change of +1 holder.
  • The largest iShares iBonds Dec 2028 Term Treasury ETF buyer in Q3 2020 was Stifel Financial, an estimated $993K added.
  • The largest iShares iBonds Dec 2028 Term Treasury ETF seller in Q3 2020 was Citadel Advisors, an estimated $2.38M sold.

Based on aggregated 13F filings for Q3 2020.