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iShares iBonds Dec 2031 Term Treasury ETF

71 hedge funds and large institutions have $170M invested in iShares iBonds Dec 2031 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 2

680% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 5

25% more funds holding

Funds holding: 5771 (+14)

13% more capital invested

Capital invested by funds: $151M → $170M (+$19.4M)

7.04% less ownership

Funds ownership: 80.46%73.42% (-7%)

Holders
71
Holders Change
+14
Holders Change %
+24.56%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
39
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$216K +$213K +10,376 New
WT
52
Washington Trust
Rhode Island
$156K
TC
53
Trust Company
Kansas
$142K +$140K +6,824 New
CTC
54
Central Trust Company
Missouri
$125K +$11.2K +543 +10%
FCA
55
FinTrust Capital Advisors
South Carolina
$110K
CTWM
56
Cherry Tree Wealth Management
Minnesota
$68.9K +$329 +16 +0.5%
PA
57
Parallel Advisors
California
$61.5K +$60.6K +2,951 New
Comerica Bank
58
Comerica Bank
Texas
$52.9K
SWC
59
Spectrum Wealth Counsel
Indiana
$51.1K
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$49K +$82 +4 +0.2%
CAL
61
Capital Analysts LLC
Pennsylvania
$47K
PTC
62
Private Trust Company
Ohio
$26.6K
AF
63
Allworth Financial
California
$21.2K
CWM
64
CarsonAllaria Wealth Management
Illinois
$17.2K +$17K +826 New
PFBT
65
Parkside Financial Bank & Trust
Missouri
$15.6K +$1.13K +55 +8%
FFA
66
Farther Finance Advisors
California
$12K +$11.9K +578 New
ADL
67
Asset Dedication LLC
California
$7.37K
LCM
68
Logan Capital Management
Pennsylvania
$6.33K +$6.24K +304 New
FPB
69
First PREMIER Bank
South Dakota
$1K +$1.03K +50 +238%
POIA
70
Pin Oak Investment Advisors
Texas
$1K +$1.73K +84 New
EB
71
Eastern Bank
Massachusetts
$21 +$21 +1 New
CCM
72
Coldstream Capital Management
Washington
-$1.56M -76,849 Closed
Jane Street
73
Jane Street
New York
-$1.48M -73,986 Closed

IBTL Hedge Fund Activity: Q3 2024 in Review

71 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) for Q3 2024, worth a combined $170M — up 13% from $151M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBTL positions and 2 closed out — a net gain of 15 holders — while 39 added to existing stakes and 5 trimmed.

The largest buyer was Spreng Capital Management, opening a new position worth an estimated $4.35M. The largest seller was Equitable Holdings, cutting an estimated $3.39M.

  • 71 institutional investors held iShares iBonds Dec 2031 Term Treasury ETF (IBTL) as of Q3 2024, up from 57 in Q2 2024.
  • Funds reported $170M of iShares iBonds Dec 2031 Term Treasury ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2031 Term Treasury ETF positions in Q3 2024 and 2 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2031 Term Treasury ETF buyer in Q3 2024 was Spreng Capital Management, an estimated $4.35M added.
  • The largest iShares iBonds Dec 2031 Term Treasury ETF seller in Q3 2024 was Equitable Holdings, an estimated $3.39M sold.

Based on aggregated 13F filings for Q3 2024.