iShares iBonds Dec 2030 Term Treasury ETF
IBTK
14 hedge funds and large institutions have $95.4M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
112% more capital invested
Capital invested by funds: $45.1M → $95.4M (+$50.3M)
75% more funds holding
Funds holding: 8 → 14 (+6)
22.8% more ownership
Funds ownership: 96.1% → 118.91% (+23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$16M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$8.8M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$4.94M |
| 4 |
SHA
Seneca House Advisors
Richmond,
Virginia
|
+$1.33M |
| 5 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$282K |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
-$50.3K |
IBTK Hedge Fund Activity: Q2 2022 in Review
14 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Treasury ETF (IBTK) for Q2 2022, worth a combined $95.4M — up 112% from $45.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IBTK positions and 1 closed out — a net gain of 6 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was Stifel Financial, adding an estimated $16M. The largest seller was Krilogy Financial, cutting an estimated $282K.
- 14 institutional investors held iShares iBonds Dec 2030 Term Treasury ETF (IBTK) as of Q2 2022, up from 8 in Q1 2022.
- Funds reported $95.4M of iShares iBonds Dec 2030 Term Treasury ETF stock for Q2 2022, up 112% quarter-over-quarter.
- 7 funds opened new iShares iBonds Dec 2030 Term Treasury ETF positions in Q2 2022 and 1 closed out, a net change of +6 holders.
- The largest iShares iBonds Dec 2030 Term Treasury ETF buyer in Q2 2022 was Stifel Financial, an estimated $16M added.
- The largest iShares iBonds Dec 2030 Term Treasury ETF seller in Q2 2022 was Krilogy Financial, an estimated $282K sold.
Based on aggregated 13F filings for Q2 2022.