iShares iBonds Dec 2028 Term Treasury ETF
IBTI
166 hedge funds and large institutions have $710M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 93 increasing their positions, 19 reducing their positions, and 11 closing their positions.
389% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 19
245% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 11
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
31% more capital invested
Capital invested by funds: $542M → $710M (+$168M)
16% more funds holding
Funds holding: 143 → 166 (+23)
6.68% more ownership
Funds ownership: 77.05% → 83.73% (+6.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$67.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$23.3M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$11.9M |
| 4 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$11M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$7.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$6.31M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.46M |
| 3 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
-$4.81M |
| 4 |
ADL
Asset Dedication LLC
San Francisco,
California
|
-$1.84M |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$1.59M |
IBTI Hedge Fund Activity: Q4 2024 in Review
166 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) for Q4 2024, worth a combined $710M — up 31% from $542M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new IBTI positions and 11 closed out — a net gain of 27 holders — while 93 added to existing stakes and 19 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $67.5M. The largest seller was Stifel Financial, cutting an estimated $6.31M.
- 166 institutional investors held iShares iBonds Dec 2028 Term Treasury ETF (IBTI) as of Q4 2024, up from 143 in Q3 2024.
- Funds reported $710M of iShares iBonds Dec 2028 Term Treasury ETF stock for Q4 2024, up 31% quarter-over-quarter.
- 38 funds opened new iShares iBonds Dec 2028 Term Treasury ETF positions in Q4 2024 and 11 closed out, a net change of +27 holders.
- The largest iShares iBonds Dec 2028 Term Treasury ETF buyer in Q4 2024 was Morgan Stanley, an estimated $67.5M added.
- The largest iShares iBonds Dec 2028 Term Treasury ETF seller in Q4 2024 was Stifel Financial, an estimated $6.31M sold.
Based on aggregated 13F filings for Q4 2024.