iShares iBonds Dec 2028 Term Treasury ETF
IBTI
27 hedge funds and large institutions have $37.5M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.
700% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 2
108% more funds holding
Funds holding: 13 → 27 (+14)
107% more capital invested
Capital invested by funds: $18.1M → $37.5M (+$19.3M)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
17.66% more ownership
Funds ownership: 59.3% → 76.95% (+18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$9.85M |
| 2 |
PAS
Park Avenue Securities
New York
|
+$2.31M |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$1.84M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.32M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$759K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.09M |
| 2 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$415K |
| 3 |
Jane Street
New York
|
-$224K |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$41.5K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$31.2K |
IBTI Hedge Fund Activity: Q4 2022 in Review
27 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) for Q4 2022, worth a combined $37.5M — up 107% from $18.1M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IBTI positions and 2 closed out — a net gain of 14 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Wells Fargo, opening a new position worth an estimated $9.85M. The largest seller was BlackRock, exiting entirely with an estimated $1.09M sold.
- 27 institutional investors held iShares iBonds Dec 2028 Term Treasury ETF (IBTI) as of Q4 2022, up from 13 in Q3 2022.
- Funds reported $37.5M of iShares iBonds Dec 2028 Term Treasury ETF stock for Q4 2022, up 107% quarter-over-quarter.
- 16 funds opened new iShares iBonds Dec 2028 Term Treasury ETF positions in Q4 2022 and 2 closed out, a net change of +14 holders.
- The largest iShares iBonds Dec 2028 Term Treasury ETF buyer in Q4 2022 was Wells Fargo, an estimated $9.85M added.
- The largest iShares iBonds Dec 2028 Term Treasury ETF seller in Q4 2022 was BlackRock, an estimated $1.09M sold.
Based on aggregated 13F filings for Q4 2022.