iShares iBonds Dec 2028 Term Treasury ETF
IBTI
115 hedge funds and large institutions have $352M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 20 reducing their positions, and 4 closing their positions.
600% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 4
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
190% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 20
26% more funds holding
Funds holding: 91 → 115 (+24)
26% more capital invested
Capital invested by funds: $279M → $352M (+$72.4M)
4.98% less ownership
Funds ownership: 82.28% → 77.3% (-5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICG
InterOcean Capital Group
Nashville,
Tennessee
|
+$12.3M |
| 2 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$6.88M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.25M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.22M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$10.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.69M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$1.6M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.18M |
| 5 |
AF
Allworth Financial
Folsom,
California
|
-$1.1M |
IBTI Hedge Fund Activity: Q1 2024 in Review
115 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) for Q1 2024, worth a combined $352M — up 26% from $279M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IBTI positions and 4 closed out — a net gain of 24 holders — while 58 added to existing stakes and 20 trimmed.
The largest buyer was InterOcean Capital Group, adding an estimated $12.3M. The largest seller was AE Wealth Management, exiting entirely with an estimated $10.5M sold.
- 115 institutional investors held iShares iBonds Dec 2028 Term Treasury ETF (IBTI) as of Q1 2024, up from 91 in Q4 2023.
- Funds reported $352M of iShares iBonds Dec 2028 Term Treasury ETF stock for Q1 2024, up 26% quarter-over-quarter.
- 28 funds opened new iShares iBonds Dec 2028 Term Treasury ETF positions in Q1 2024 and 4 closed out, a net change of +24 holders.
- The largest iShares iBonds Dec 2028 Term Treasury ETF buyer in Q1 2024 was InterOcean Capital Group, an estimated $12.3M added.
- The largest iShares iBonds Dec 2028 Term Treasury ETF seller in Q1 2024 was AE Wealth Management, an estimated $10.5M sold.
Based on aggregated 13F filings for Q1 2024.