iShares iBonds Dec 2031 Term Treasury ETF
IBTL
22 hedge funds and large institutions have $31.2M invested in iShares iBonds Dec 2031 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 0 closing their positions.
226% more capital invested
Capital invested by funds: $9.56M → $31.2M (+$21.6M)
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
57% more funds holding
Funds holding: 14 → 22 (+8)
13.96% more ownership
Funds ownership: 65.9% → 79.86% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$11.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.08M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$1.68M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.44M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
-$1.44M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$581K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$150K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$59.9K |
IBTL Hedge Fund Activity: Q1 2023 in Review
22 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) for Q1 2023, worth a combined $31.2M — up 226% from $9.56M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IBTL positions and 0 closed out — a net gain of 8 holders — while 9 added to existing stakes and 4 trimmed.
The largest buyer was Krilogy Financial, adding an estimated $11.9M. The largest seller was Parcion Private Wealth, cutting an estimated $1.44M.
- 22 institutional investors held iShares iBonds Dec 2031 Term Treasury ETF (IBTL) as of Q1 2023, up from 14 in Q4 2022.
- Funds reported $31.2M of iShares iBonds Dec 2031 Term Treasury ETF stock for Q1 2023, up 226% quarter-over-quarter.
- 8 funds opened new iShares iBonds Dec 2031 Term Treasury ETF positions in Q1 2023 and 0 closed out, a net change of +8 holders.
- The largest iShares iBonds Dec 2031 Term Treasury ETF buyer in Q1 2023 was Krilogy Financial, an estimated $11.9M added.
- The largest iShares iBonds Dec 2031 Term Treasury ETF seller in Q1 2023 was Parcion Private Wealth, an estimated $1.44M sold.
Based on aggregated 13F filings for Q1 2023.