iShares iBonds Dec 2028 Term Treasury ETF
IBTI
43 hedge funds and large institutions have $86.5M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 6 reducing their positions, and 4 closing their positions.
333% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 6
277% more capital inflows, than outflows
Capital inflows: $23.9M | Capital outflows: $6.33M
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
13% more funds holding
Funds holding: 38 → 43 (+5)
400.43% less ownership
Funds ownership: 419.37% → 18.94% (-400%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$16.9M |
| 2 |
PAS
Park Avenue Securities
New York
|
+$923K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$825K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$639K |
| 5 |
SWM
Stockman Wealth Management
Billings,
Montana
|
+$575K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$1.98M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$1.36M |
| 3 |
Jane Street
New York
|
-$1.35M |
| 4 |
Morgan Stanley
New York
|
-$1.11M |
| 5 |
ETIA
Epic Trust Investment Advisors
Richland,
Washington
|
-$238K |
IBTI Hedge Fund Activity: Q2 2023 in Review
43 of the 6,387 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) for Q2 2023, worth a combined $86.5M — up 22% from $70.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBTI positions and 4 closed out — a net gain of 5 holders — while 26 added to existing stakes and 6 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $16.9M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $1.98M.
- 43 institutional investors held iShares iBonds Dec 2028 Term Treasury ETF (IBTI) as of Q2 2023, up from 38 in Q1 2023.
- Funds reported $86.5M of iShares iBonds Dec 2028 Term Treasury ETF stock for Q2 2023, up 22% quarter-over-quarter.
- 9 funds opened new iShares iBonds Dec 2028 Term Treasury ETF positions in Q2 2023 and 4 closed out, a net change of +5 holders.
- The largest iShares iBonds Dec 2028 Term Treasury ETF buyer in Q2 2023 was AE Wealth Management, an estimated $16.9M added.
- The largest iShares iBonds Dec 2028 Term Treasury ETF seller in Q2 2023 was Thrivent Financial for Lutherans, an estimated $1.98M sold.
Based on aggregated 13F filings for Q2 2023.