iShares iBonds Dec 2028 Term Treasury ETF
IBTI
128 hedge funds and large institutions have $394M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 16 reducing their positions, and 5 closing their positions.
356% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 16
300% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 5
12% more capital invested
Capital invested by funds: $352M → $394M (+$42.7M)
11% more funds holding
Funds holding: 115 → 128 (+13)
1.32% more ownership
Funds ownership: 77.3% → 78.62% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$34.7M |
| 2 |
DP
Denver PWM
Denver,
Colorado
|
+$9.17M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.37M |
| 4 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$5.66M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$20.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.37M |
| 3 |
Goldman Sachs
New York
|
-$1.36M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$989K |
| 5 |
PA
Pineridge Advisors
St. Charles,
Missouri
|
-$868K |
IBTI Hedge Fund Activity: Q2 2024 in Review
128 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) for Q2 2024, worth a combined $394M — up 12% from $352M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IBTI positions and 5 closed out — a net gain of 15 holders — while 73 added to existing stakes and 16 trimmed.
The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $34.7M. The largest seller was Truist Financial, cutting an estimated $20.4M.
- 128 institutional investors held iShares iBonds Dec 2028 Term Treasury ETF (IBTI) as of Q2 2024, up from 115 in Q1 2024.
- Funds reported $394M of iShares iBonds Dec 2028 Term Treasury ETF stock for Q2 2024, up 12% quarter-over-quarter.
- 20 funds opened new iShares iBonds Dec 2028 Term Treasury ETF positions in Q2 2024 and 5 closed out, a net change of +15 holders.
- The largest iShares iBonds Dec 2028 Term Treasury ETF buyer in Q2 2024 was Focus Partners Wealth, an estimated $34.7M added.
- The largest iShares iBonds Dec 2028 Term Treasury ETF seller in Q2 2024 was Truist Financial, an estimated $20.4M sold.
Based on aggregated 13F filings for Q2 2024.