iShares iBonds Dec 2030 Term Treasury ETF
IBTK
114 hedge funds and large institutions have $246M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 54 increasing their positions, 14 reducing their positions, and 7 closing their positions.
314% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 7
286% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 14
20% more funds holding
Funds holding: 95 → 114 (+19)
13% more capital invested
Capital invested by funds: $218M → $246M (+$27.6M)
3.85% more ownership
Funds ownership: 77.37% → 81.22% (+3.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$10M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$7.41M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$2.37M |
| 4 |
PA
Probity Advisors
Dallas,
Texas
|
+$1.63M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NS
NBC Securities
Birmingham,
Alabama
|
-$876K |
| 2 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$658K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$388K |
| 4 |
SHA
Seneca House Advisors
Richmond,
Virginia
|
-$336K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$335K |
IBTK Hedge Fund Activity: Q4 2024 in Review
114 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Treasury ETF (IBTK) for Q4 2024, worth a combined $246M — up 13% from $218M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new IBTK positions and 7 closed out — a net gain of 22 holders — while 54 added to existing stakes and 14 trimmed.
The largest buyer was Wells Fargo, adding an estimated $10M. The largest seller was NBC Securities, cutting an estimated $876K.
- 114 institutional investors held iShares iBonds Dec 2030 Term Treasury ETF (IBTK) as of Q4 2024, up from 95 in Q3 2024.
- Funds reported $246M of iShares iBonds Dec 2030 Term Treasury ETF stock for Q4 2024, up 13% quarter-over-quarter.
- 29 funds opened new iShares iBonds Dec 2030 Term Treasury ETF positions in Q4 2024 and 7 closed out, a net change of +22 holders.
- The largest iShares iBonds Dec 2030 Term Treasury ETF buyer in Q4 2024 was Wells Fargo, an estimated $10M added.
- The largest iShares iBonds Dec 2030 Term Treasury ETF seller in Q4 2024 was NBC Securities, an estimated $876K sold.
Based on aggregated 13F filings for Q4 2024.