iShares iBonds Dec 2030 Term Treasury ETF
IBTK
79 hedge funds and large institutions have $179M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 7 closing their positions.
186% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 7
140% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 15
20% more funds holding
Funds holding: 66 → 79 (+13)
16% more capital invested
Capital invested by funds: $154M → $179M (+$24.2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.17% less ownership
Funds ownership: 83.1% → 82.92% (-0.17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.33M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$6.82M |
| 3 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$4.94M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.6M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Nottingham Advisors
Amherst,
New York
|
-$14.4M |
| 2 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
-$5.93M |
| 3 |
SHA
Seneca House Advisors
Richmond,
Virginia
|
-$2.67M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.58M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.16M |
IBTK Hedge Fund Activity: Q1 2024 in Review
79 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Treasury ETF (IBTK) for Q1 2024, worth a combined $179M — up 16% from $154M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IBTK positions and 7 closed out — a net gain of 13 holders — while 36 added to existing stakes and 15 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $8.33M. The largest seller was Nottingham Advisors, cutting an estimated $14.4M.
- 79 institutional investors held iShares iBonds Dec 2030 Term Treasury ETF (IBTK) as of Q1 2024, up from 66 in Q4 2023.
- Funds reported $179M of iShares iBonds Dec 2030 Term Treasury ETF stock for Q1 2024, up 16% quarter-over-quarter.
- 20 funds opened new iShares iBonds Dec 2030 Term Treasury ETF positions in Q1 2024 and 7 closed out, a net change of +13 holders.
- The largest iShares iBonds Dec 2030 Term Treasury ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $8.33M added.
- The largest iShares iBonds Dec 2030 Term Treasury ETF seller in Q1 2024 was Nottingham Advisors, an estimated $14.4M sold.
Based on aggregated 13F filings for Q1 2024.