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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$6.87M |
| 2 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$1.52M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.3M |
| 4 |
BFO
Boston Family Office
Boston,
Massachusetts
|
+$1.29M |
| 5 |
FA
Fagan Associates
Troy,
New York
|
+$766K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$645K |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$497K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$470K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$349K |
| 5 |
Goldman Sachs
New York
|
-$261K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAL
51
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $45K | – | – | – |
|
|
BEI
52
Benjamin Edwards Inc
Clayton,
Missouri
| $44K | +$218 | +11 | +0.5% |
|
|
PTC
53
Private Trust Company
Cleveland,
Ohio
| $25.6K | – | – | – |
|
|
AF
54
Allworth Financial
Folsom,
California
| $20.5K | – | – | – |
|
|
PFBT
55
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $13.9K | – | – | – |
|
|
ADL
56
Asset Dedication LLC
San Francisco,
California
| $7.07K | +$7.01K | +354 | New |
|
|
LNC
57
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$497K | -24,646 | Closed |
|
|
58
Citadel Advisors
Miami,
Florida
| – | -$349K | -17,307 | Closed |
|
59
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$605 | -30 | Closed |
|
|
FPB
60
First PREMIER Bank
Sioux Falls,
South Dakota
| – | +$416 | +21 | New |
|
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.