iShares iBonds Dec 2031 Term Treasury ETF
IBTL
14 hedge funds and large institutions have $9.56M invested in iShares iBonds Dec 2031 Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 8 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
27% more funds holding
Funds holding: 11 → 14 (+3)
23.76% less ownership
Funds ownership: 89.66% → 65.9% (-24%)
64% less capital invested
Capital invested by funds: $26.7M → $9.56M (-$17.1M)
88% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
+$1.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.24M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.22M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$794K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$569K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$10.4M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$5.55M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$2.41M |
| 4 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
-$1.24M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$701K |
IBTL Hedge Fund Activity: Q4 2022 in Review
14 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) for Q4 2022, worth a combined $9.56M — down 64% from $26.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IBTL positions and 2 closed out — a net gain of 3 holders — while 1 added to existing stakes and 8 trimmed.
The largest buyer was Parcion Private Wealth, opening a new position worth an estimated $1.7M. The largest seller was Stifel Financial, cutting an estimated $10.4M.
- 14 institutional investors held iShares iBonds Dec 2031 Term Treasury ETF (IBTL) as of Q4 2022, up from 11 in Q3 2022.
- Funds reported $9.56M of iShares iBonds Dec 2031 Term Treasury ETF stock for Q4 2022, down 64% quarter-over-quarter.
- 5 funds opened new iShares iBonds Dec 2031 Term Treasury ETF positions in Q4 2022 and 2 closed out, a net change of +3 holders.
- The largest iShares iBonds Dec 2031 Term Treasury ETF buyer in Q4 2022 was Parcion Private Wealth, an estimated $1.7M added.
- The largest iShares iBonds Dec 2031 Term Treasury ETF seller in Q4 2022 was Stifel Financial, an estimated $10.4M sold.
Based on aggregated 13F filings for Q4 2022.