iShares iBonds Dec 2028 Term Treasury ETF
IBTI
53 hedge funds and large institutions have $123M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
150% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 10
43% more capital invested
Capital invested by funds: $86.5M → $123M (+$36.9M)
23% more funds holding
Funds holding: 43 → 53 (+10)
1.69% more ownership
Funds ownership: 76.33% → 78.01% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
+$17.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$6.03M |
| 3 |
NA
Nottingham Advisors
Amherst,
New York
|
+$5.25M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.82M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MLA
MB, Levis & Associates
Center Valley,
Pennsylvania
|
-$2.83M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$792K |
| 3 |
PAS
Park Avenue Securities
New York
|
-$766K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$607K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$460K |
IBTI Hedge Fund Activity: Q3 2023 in Review
53 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) for Q3 2023, worth a combined $123M — up 43% from $86.5M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IBTI positions and 3 closed out — a net gain of 10 holders — while 25 added to existing stakes and 10 trimmed.
The largest buyer was Atwood & Palmer, opening a new position worth an estimated $17.2M. The largest seller was MB, Levis & Associates, exiting entirely with an estimated $2.83M sold.
- 53 institutional investors held iShares iBonds Dec 2028 Term Treasury ETF (IBTI) as of Q3 2023, up from 43 in Q2 2023.
- Funds reported $123M of iShares iBonds Dec 2028 Term Treasury ETF stock for Q3 2023, up 43% quarter-over-quarter.
- 13 funds opened new iShares iBonds Dec 2028 Term Treasury ETF positions in Q3 2023 and 3 closed out, a net change of +10 holders.
- The largest iShares iBonds Dec 2028 Term Treasury ETF buyer in Q3 2023 was Atwood & Palmer, an estimated $17.2M added.
- The largest iShares iBonds Dec 2028 Term Treasury ETF seller in Q3 2023 was MB, Levis & Associates, an estimated $2.83M sold.
Based on aggregated 13F filings for Q3 2023.