iShares iBonds Dec 2030 Term Treasury ETF
IBTK
95 hedge funds and large institutions have $218M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 53 increasing their positions, 17 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
212% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 17
14% more capital invested
Capital invested by funds: $192M → $218M (+$26.4M)
8% more funds holding
Funds holding: 88 → 95 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.52% less ownership
Funds ownership: 79.89% → 77.37% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trust Company
Manhattan,
Kansas
|
+$5.34M |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$2.14M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.6M |
| 4 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
+$1.16M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$1.96M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$588K |
| 3 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$469K |
| 4 |
NA
Nottingham Advisors
Amherst,
New York
|
-$331K |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$265K |
IBTK Hedge Fund Activity: Q3 2024 in Review
95 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Treasury ETF (IBTK) for Q3 2024, worth a combined $218M — up 14% from $192M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IBTK positions and 2 closed out — a net gain of 8 holders — while 53 added to existing stakes and 17 trimmed.
The largest buyer was Trust Company, opening a new position worth an estimated $5.34M. The largest seller was Flow Traders U.S., cutting an estimated $1.96M.
- 95 institutional investors held iShares iBonds Dec 2030 Term Treasury ETF (IBTK) as of Q3 2024, up from 88 in Q2 2024.
- Funds reported $218M of iShares iBonds Dec 2030 Term Treasury ETF stock for Q3 2024, up 14% quarter-over-quarter.
- 10 funds opened new iShares iBonds Dec 2030 Term Treasury ETF positions in Q3 2024 and 2 closed out, a net change of +8 holders.
- The largest iShares iBonds Dec 2030 Term Treasury ETF buyer in Q3 2024 was Trust Company, an estimated $5.34M added.
- The largest iShares iBonds Dec 2030 Term Treasury ETF seller in Q3 2024 was Flow Traders U.S., an estimated $1.96M sold.
Based on aggregated 13F filings for Q3 2024.