iShares iBonds Dec 2030 Term Treasury ETF
IBTK
40 hedge funds and large institutions have $112M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 2 closing their positions.
1,170% more capital inflows, than outflows
Capital inflows: $54.5M | Capital outflows: $4.3M
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
111% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 9
61.27% more ownership
Funds ownership: 83.49% → 144.76% (+61%)
25% more funds holding
Funds holding: 32 → 40 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$32.1M |
| 2 |
Atwood & Palmer
Kansas City,
Missouri
|
+$15.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$991K |
| 4 |
Nottingham Advisors
Amherst,
New York
|
+$758K |
| 5 |
Kestra Advisory Services
Austin,
Texas
|
+$697K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Country Club Bank
Kansas City,
Missouri
|
-$1.69M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$566K |
| 3 |
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$483K |
| 4 |
Flow Traders U.S.
New York
|
-$466K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$385K |
IBTK Hedge Fund Activity: Q3 2023 in Review
40 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Treasury ETF (IBTK) for Q3 2023, worth a combined $112M — up 61% from $69.7M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IBTK positions and 2 closed out — a net gain of 8 holders — while 19 added to existing stakes and 9 trimmed.
The largest buyer was Wells Fargo, adding an estimated $32.1M. The largest seller was Country Club Bank, cutting an estimated $1.69M.
- 40 institutional investors held iShares iBonds Dec 2030 Term Treasury ETF (IBTK) as of Q3 2023, up from 32 in Q2 2023.
- Funds reported $112M of iShares iBonds Dec 2030 Term Treasury ETF stock for Q3 2023, up 61% quarter-over-quarter.
- 10 funds opened new iShares iBonds Dec 2030 Term Treasury ETF positions in Q3 2023 and 2 closed out, a net change of +8 holders.
- The largest iShares iBonds Dec 2030 Term Treasury ETF buyer in Q3 2023 was Wells Fargo, an estimated $32.1M added.
- The largest iShares iBonds Dec 2030 Term Treasury ETF seller in Q3 2023 was Country Club Bank, an estimated $1.69M sold.
Based on aggregated 13F filings for Q3 2023.