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iShares iBonds Dec 2031 Term Treasury ETF
IBTL

57 hedge funds and large institutions have $151M invested in iShares iBonds Dec 2031 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

211% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 9

16% more funds holding

Funds holding: 49 → 57 (+8)

11% more capital invested

Capital invested by funds: $136M → $151M (+$14.7M)

0.59% less ownership

Funds ownership: 81.05% → 80.46% (-0.59%)

Holders
57
Holders Change
+8
Holders Change %
+16.33%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
28
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$6.87M
2
CCM
Coldstream Capital Management
Washington
+$1.52M
3
Ameriprise
Ameriprise
Minnesota
+$1.3M
4
BFO
Boston Family Office
Massachusetts
+$1.29M
5
FA
Fagan Associates
New York
+$766K

Top Sellers

Rank Fund Capital Flow
1
KF
Krilogy Financial
Missouri
-$645K
2
LNC
Lincoln National Corp
Pennsylvania
-$497K
3
Wells Fargo
Wells Fargo
California
-$470K
4
Citadel Advisors
Citadel Advisors
Florida
-$349K
5
Goldman Sachs
Goldman Sachs
New York
-$261K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$737K +$731K +36,886 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$724K +$55.5K +2,803 +8%
RJA
28
Raymond James & Associates
Florida
$656K +$651K +32,843 New
Osaic Holdings
29
Osaic Holdings
Arizona
$575K +$535K +27,027 +1,509%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$539K +$16K +809 +3%
CIA
31
Compass Ion Advisors
Pennsylvania
$528K – – –
TFS
32
Thoroughbred Financial Services
Tennessee
$499K +$253K +12,747 +104%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$493K +$23.7K +1,198 +5%
IWC
34
Integrated Wealth Concepts
Massachusetts
$413K – – –
Goldman Sachs
35
Goldman Sachs
New York
$407K -$261K -13,173 -39%
MFG
36
Mendota Financial Group
Wisconsin
$406K +$4.04K +204 +1%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$394K +$14.4K +729 +4%
SWM
38
Stockman Wealth Management
Montana
$355K +$352K +17,781 New
MA
39
Mutual Advisors
Nebraska
$350K +$343K +17,291 New
Financial Engines Advisors
40
Financial Engines Advisors
California
$331K +$4.3K +217 +1%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$298K – – –
JFG
42
JDM Financial Group
Texas
$276K +$274K +13,839 New
SWP
43
Stratos Wealth Partners
Ohio
$218K -$121K -6,100 -36%
WT
44
Washington Trust
Rhode Island
$150K – – –
CTC
45
Central Trust Company
Missouri
$109K +$101K +5,100 +1,457%
FCA
46
FinTrust Capital Advisors
South Carolina
$105K -$2.97K -150 -3%
CTWM
47
Cherry Tree Wealth Management
Minnesota
$65.7K +$48.3K +2,440 +286%
Comerica Bank
48
Comerica Bank
Texas
$50.7K – – –
SWC
49
Spectrum Wealth Counsel
Indiana
$49K +$48.6K +2,454 New
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$47K +$27.8K +1,403 +148%
1
2
3

IBTL Hedge Fund Activity: Q2 2024 in Review

57 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) for Q2 2024, worth a combined $151M — up 11% from $136M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBTL positions and 3 closed out — a net gain of 8 holders — while 28 added to existing stakes and 9 trimmed.

The largest buyer was Bank of America, adding an estimated $6.87M. The largest seller was Krilogy Financial, cutting an estimated $645K.

  • 57 institutional investors held iShares iBonds Dec 2031 Term Treasury ETF (IBTL) as of Q2 2024, up from 49 in Q1 2024.
  • Funds reported $151M of iShares iBonds Dec 2031 Term Treasury ETF stock for Q2 2024, up 11% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2031 Term Treasury ETF positions in Q2 2024 and 3 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2031 Term Treasury ETF buyer in Q2 2024 was Bank of America, an estimated $6.87M added.
  • The largest iShares iBonds Dec 2031 Term Treasury ETF seller in Q2 2024 was Krilogy Financial, an estimated $645K sold.

Based on aggregated 13F filings for Q2 2024.