iShares iBonds Dec 2028 Term Treasury ETF
IBTI
9 hedge funds and large institutions have $16.2M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 4 closing their positions.
9.82% less ownership
Funds ownership: 94.94% → 85.12% (-9.8%)
18% less funds holding
Funds holding: 11 → 9 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
57% less capital invested
Capital invested by funds: $37.5M → $16.2M (-$21.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.11M |
| 2 |
Jane Street
New York
|
+$589K |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
+$63.7K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$41.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$13.2M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$6.12M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$2.66M |
| 4 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
-$744K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$439K |
IBTI Hedge Fund Activity: Q3 2021 in Review
9 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) for Q3 2021, worth a combined $16.2M — down 57% from $37.5M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of IBTI and 2 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 2 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.11M. The largest seller was Stifel Financial, cutting an estimated $13.2M.
- 9 institutional investors held iShares iBonds Dec 2028 Term Treasury ETF (IBTI) as of Q3 2021, down from 11 in Q2 2021.
- Funds reported $16.2M of iShares iBonds Dec 2028 Term Treasury ETF stock for Q3 2021, down 57% quarter-over-quarter.
- 2 funds opened new iShares iBonds Dec 2028 Term Treasury ETF positions in Q3 2021 and 4 closed out, a net change of -2 holders.
- The largest iShares iBonds Dec 2028 Term Treasury ETF buyer in Q3 2021 was Citadel Advisors, an estimated $1.11M added.
- The largest iShares iBonds Dec 2028 Term Treasury ETF seller in Q3 2021 was Stifel Financial, an estimated $13.2M sold.
Based on aggregated 13F filings for Q3 2021.