iShares iBonds Dec 2030 Term Treasury ETF
IBTK
66 hedge funds and large institutions have $154M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 2 closing their positions.
1,300% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 2
65% more funds holding
Funds holding: 40 → 66 (+26)
54% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 13
38% more capital invested
Capital invested by funds: $112M → $154M (+$42.1M)
22.98% less ownership
Funds ownership: 106.08% → 83.1% (-23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Waycross Investment Management
Bellingham,
Washington
|
+$9.59M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$6.21M |
| 3 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
+$5.74M |
| 4 |
AWP
Accretive Wealth Partners
Parsippany,
New Jersey
|
+$2.1M |
| 5 |
PA
Probity Advisors
Dallas,
Texas
|
+$2.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$8.23M |
| 2 |
NA
Nottingham Advisors
Amherst,
New York
|
-$1.13M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$506K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$317K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$194K |
IBTK Hedge Fund Activity: Q4 2023 in Review
66 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Treasury ETF (IBTK) for Q4 2023, worth a combined $154M — up 38% from $112M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IBTK positions and 2 closed out — a net gain of 26 holders — while 20 added to existing stakes and 13 trimmed.
The largest buyer was Waycross Investment Management, opening a new position worth an estimated $9.59M. The largest seller was Confluence Investment Management, cutting an estimated $8.23M.
- 66 institutional investors held iShares iBonds Dec 2030 Term Treasury ETF (IBTK) as of Q4 2023, up from 40 in Q3 2023.
- Funds reported $154M of iShares iBonds Dec 2030 Term Treasury ETF stock for Q4 2023, up 38% quarter-over-quarter.
- 28 funds opened new iShares iBonds Dec 2030 Term Treasury ETF positions in Q4 2023 and 2 closed out, a net change of +26 holders.
- The largest iShares iBonds Dec 2030 Term Treasury ETF buyer in Q4 2023 was Waycross Investment Management, an estimated $9.59M added.
- The largest iShares iBonds Dec 2030 Term Treasury ETF seller in Q4 2023 was Confluence Investment Management, an estimated $8.23M sold.
Based on aggregated 13F filings for Q4 2023.