iShares iBonds Dec 2028 Term Treasury ETF
IBTI
91 hedge funds and large institutions have $279M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 32 increasing their positions, 9 reducing their positions, and 6 closing their positions.
633% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 6
256% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 9
126% more capital invested
Capital invested by funds: $123M → $279M (+$156M)
72% more funds holding
Funds holding: 53 → 91 (+38)
4.26% more ownership
Funds ownership: 78.01% → 82.28% (+4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$25.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$13.9M |
| 3 |
ICG
InterOcean Capital Group
Nashville,
Tennessee
|
+$9.79M |
| 4 |
JAG
Journey Advisory Group
Covington,
Kentucky
|
+$8.87M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Nottingham Advisors
Amherst,
New York
|
-$8.58M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$5.45M |
| 3 |
Jane Street
New York
|
-$1.74M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$587K |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$558K |
IBTI Hedge Fund Activity: Q4 2023 in Review
91 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) for Q4 2023, worth a combined $279M — up 126% from $123M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new IBTI positions and 6 closed out — a net gain of 38 holders — while 32 added to existing stakes and 9 trimmed.
The largest buyer was Truist Financial, opening a new position worth an estimated $25.6M. The largest seller was Nottingham Advisors, cutting an estimated $8.58M.
- 91 institutional investors held iShares iBonds Dec 2028 Term Treasury ETF (IBTI) as of Q4 2023, up from 53 in Q3 2023.
- Funds reported $279M of iShares iBonds Dec 2028 Term Treasury ETF stock for Q4 2023, up 126% quarter-over-quarter.
- 44 funds opened new iShares iBonds Dec 2028 Term Treasury ETF positions in Q4 2023 and 6 closed out, a net change of +38 holders.
- The largest iShares iBonds Dec 2028 Term Treasury ETF buyer in Q4 2023 was Truist Financial, an estimated $25.6M added.
- The largest iShares iBonds Dec 2028 Term Treasury ETF seller in Q4 2023 was Nottingham Advisors, an estimated $8.58M sold.
Based on aggregated 13F filings for Q4 2023.