iShares iBonds Dec 2031 Term Treasury ETF
IBTL
76 hedge funds and large institutions have $193M invested in iShares iBonds Dec 2031 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 12 reducing their positions, and 7 closing their positions.
217% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 12
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
13% more capital invested
Capital invested by funds: $170M → $193M (+$23M)
7% more funds holding
Funds holding: 71 → 76 (+5)
5.37% more ownership
Funds ownership: 73.42% → 78.79% (+5.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$9.36M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.12M |
| 3 |
PAS
Park Avenue Securities
New York
|
+$3.2M |
| 4 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$2.25M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$1.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.58M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$786K |
| 3 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$487K |
| 4 |
EH
Equitable Holdings
New York
|
-$446K |
| 5 |
JFG
JDM Financial Group
Austin,
Texas
|
-$266K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FPB
76
First PREMIER Bank
Sioux Falls,
South Dakota
| $1K | -$544 | -27 | -38% |
|
|
77
Citadel Advisors
Miami,
Florida
| – | -$1.58M | -75,753 | Closed |
|
|
SFS
78
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$786K | -37,358 | Closed |
|
|
JFG
79
JDM Financial Group
Austin,
Texas
| – | -$266K | -12,778 | Closed |
|
|
CSPIA
80
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$227K | -10,890 | Closed |
|
|
CWM
81
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| – | -$17.2K | -826 | Closed |
|
|
POIA
82
Pin Oak Investment Advisors
Houston,
Texas
| – | -$1K | -84 | Closed |
|
|
EB
83
Eastern Bank
Boston,
Massachusetts
| – | -$21 | -1 | Closed |
|
IBTL Hedge Fund Activity: Q4 2024 in Review
76 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) for Q4 2024, worth a combined $193M — up 13% from $170M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IBTL positions and 7 closed out — a net gain of 8 holders — while 38 added to existing stakes and 12 trimmed.
The largest buyer was Wells Fargo, adding an estimated $9.36M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.58M sold.
- 76 institutional investors held iShares iBonds Dec 2031 Term Treasury ETF (IBTL) as of Q4 2024, up from 71 in Q3 2024.
- Funds reported $193M of iShares iBonds Dec 2031 Term Treasury ETF stock for Q4 2024, up 13% quarter-over-quarter.
- 15 funds opened new iShares iBonds Dec 2031 Term Treasury ETF positions in Q4 2024 and 7 closed out, a net change of +8 holders.
- The largest iShares iBonds Dec 2031 Term Treasury ETF buyer in Q4 2024 was Wells Fargo, an estimated $9.36M added.
- The largest iShares iBonds Dec 2031 Term Treasury ETF seller in Q4 2024 was Citadel Advisors, an estimated $1.58M sold.
Based on aggregated 13F filings for Q4 2024.