iShares iBonds Dec 2028 Term Treasury ETF
IBTI
38 hedge funds and large institutions have $70.7M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 3 reducing their positions, and 2 closing their positions.
600% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 2
467% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 3
89% more capital invested
Capital invested by funds: $37.5M → $70.7M (+$33.2M)
41% more funds holding
Funds holding: 27 → 38 (+11)
5.82% more ownership
Funds ownership: 76.95% → 82.77% (+5.8%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$9.09M |
| 2 |
NA
Nottingham Advisors
Amherst,
New York
|
+$4.74M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.55M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.04M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$543K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$407K |
| 3 |
PWM
Perigon Wealth Management
San Francisco,
California
|
-$266K |
| 4 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$40K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$13.9K |
IBTI Hedge Fund Activity: Q1 2023 in Review
38 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) for Q1 2023, worth a combined $70.7M — up 89% from $37.5M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IBTI positions and 2 closed out — a net gain of 12 holders — while 17 added to existing stakes and 3 trimmed.
The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $9.09M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $543K sold.
- 38 institutional investors held iShares iBonds Dec 2028 Term Treasury ETF (IBTI) as of Q1 2023, up from 27 in Q4 2022.
- Funds reported $70.7M of iShares iBonds Dec 2028 Term Treasury ETF stock for Q1 2023, up 89% quarter-over-quarter.
- 14 funds opened new iShares iBonds Dec 2028 Term Treasury ETF positions in Q1 2023 and 2 closed out, a net change of +12 holders.
- The largest iShares iBonds Dec 2028 Term Treasury ETF buyer in Q1 2023 was Stratos Wealth Partners, an estimated $9.09M added.
- The largest iShares iBonds Dec 2028 Term Treasury ETF seller in Q1 2023 was Susquehanna International Group, an estimated $543K sold.
Based on aggregated 13F filings for Q1 2023.