iShares iBonds Dec 2028 Term Treasury ETF
IBTI
10 hedge funds and large institutions have $20.6M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
53% more capital invested
Capital invested by funds: $13.5M → $20.6M (+$7.1M)
3.5% more ownership
Funds ownership: 93.13% → 96.63% (+3.5%)
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$10.6M |
| 2 |
Jane Street
New York
|
+$756K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$681K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$104K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$13.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$2.62M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$1.54M |
| 3 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
-$17.2K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1K |
IBTI Hedge Fund Activity: Q1 2021 in Review
10 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) for Q1 2021, worth a combined $20.6M — up 53% from $13.5M a quarter earlier.
Fund positioning in IBTI was balanced in Q1 2021: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 3 trimmed.
The largest buyer was Confluence Investment Management, adding an estimated $10.6M. The largest seller was Stifel Financial, cutting an estimated $2.62M.
- 10 institutional investors held iShares iBonds Dec 2028 Term Treasury ETF (IBTI) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $20.6M of iShares iBonds Dec 2028 Term Treasury ETF stock for Q1 2021, up 53% quarter-over-quarter.
- 1 fund opened new iShares iBonds Dec 2028 Term Treasury ETF positions in Q1 2021 and 1 closed out, a net change of 0 holders.
- The largest iShares iBonds Dec 2028 Term Treasury ETF buyer in Q1 2021 was Confluence Investment Management, an estimated $10.6M added.
- The largest iShares iBonds Dec 2028 Term Treasury ETF seller in Q1 2021 was Stifel Financial, an estimated $2.62M sold.
Based on aggregated 13F filings for Q1 2021.