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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.

New
Increased
Maintained
Reduced
Closed

888% more capital inflows, than outflows

Capital inflows: $22M | Capital outflows: $2.23M

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

57% more funds holding

Funds holding: 14 → 22 (+8)

26.39% more ownership

Funds ownership: 14.64% → 41.04% (+26%)

Holders
22
Holders Change
+8
Holders Change %
+57.14%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
9
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Krilogy Financial
Krilogy Financial
Missouri
+$11.9M
2
UBS Group
UBS Group
Switzerland
+$2.08M
3
Flow Traders U.S.
Flow Traders U.S.
New York
+$1.68M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.44M
5
LPL Financial
LPL Financial
California
+$1.42M

Top Sellers

Rank Fund Capital Flow
1
Parcion Private Wealth
Parcion Private Wealth
Washington
-$1.44M
2
Wells Fargo
Wells Fargo
California
-$581K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$150K
4
NewEdge Advisors
NewEdge Advisors
Louisiana
-$59.9K

IBTL Hedge Fund Activity: Q1 2023 in Review

22 of the 6,289 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 $9.6M 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.