iShares iBonds Dec 2030 Term Treasury ETF
IBTK
88 hedge funds and large institutions have $192M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 13 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
231% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 13
11% more funds holding
Funds holding: 79 → 88 (+9)
7% more capital invested
Capital invested by funds: $179M → $192M (+$13M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.03% less ownership
Funds ownership: 82.92% → 79.89% (-3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.4M |
| 2 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$1.84M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.8M |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$1.42M |
| 5 |
PA
Probity Advisors
Dallas,
Texas
|
+$1.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$671K |
| 2 |
Morgan Stanley
New York
|
-$643K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$438K |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$416K |
| 5 |
NA
Nottingham Advisors
Amherst,
New York
|
-$386K |
IBTK Hedge Fund Activity: Q2 2024 in Review
88 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Treasury ETF (IBTK) for Q2 2024, worth a combined $192M — up 7.3% from $179M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IBTK positions and 4 closed out — a net gain of 11 holders — while 43 added to existing stakes and 13 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $2.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $671K sold.
- 88 institutional investors held iShares iBonds Dec 2030 Term Treasury ETF (IBTK) as of Q2 2024, up from 79 in Q1 2024.
- Funds reported $192M of iShares iBonds Dec 2030 Term Treasury ETF stock for Q2 2024, up 7.3% quarter-over-quarter.
- 15 funds opened new iShares iBonds Dec 2030 Term Treasury ETF positions in Q2 2024 and 4 closed out, a net change of +11 holders.
- The largest iShares iBonds Dec 2030 Term Treasury ETF buyer in Q2 2024 was Ameriprise, an estimated $2.4M added.
- The largest iShares iBonds Dec 2030 Term Treasury ETF seller in Q2 2024 was Citadel Advisors, an estimated $671K sold.
Based on aggregated 13F filings for Q2 2024.