iShares iBonds Dec 2031 Term Treasury ETF
IBTL
45 hedge funds and large institutions have $142M invested in iShares iBonds Dec 2031 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
250% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 6
39% more capital invested
Capital invested by funds: $102M → $142M (+$40.2M)
32% more funds holding
Funds holding: 34 → 45 (+11)
29.18% less ownership
Funds ownership: 115.6% → 86.43% (-29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
+$17.9M |
| 2 |
Morgan Stanley
New York
|
+$4.9M |
| 3 |
EH
Equitable Holdings
New York
|
+$2.24M |
| 4 |
AWP
Accretive Wealth Partners
Parsippany,
New Jersey
|
+$2.11M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$1.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$855K |
| 3 |
Jane Street
New York
|
-$731K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$487K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$461K |
IBTL Hedge Fund Activity: Q4 2023 in Review
45 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) for Q4 2023, worth a combined $142M — up 39% from $102M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IBTL positions and 2 closed out — a net gain of 11 holders — while 21 added to existing stakes and 6 trimmed.
The largest buyer was Beacon Harbor Wealth Advisors, opening a new position worth an estimated $17.9M. The largest seller was Bank of America, cutting an estimated $2.7M.
- 45 institutional investors held iShares iBonds Dec 2031 Term Treasury ETF (IBTL) as of Q4 2023, up from 34 in Q3 2023.
- Funds reported $142M of iShares iBonds Dec 2031 Term Treasury ETF stock for Q4 2023, up 39% quarter-over-quarter.
- 13 funds opened new iShares iBonds Dec 2031 Term Treasury ETF positions in Q4 2023 and 2 closed out, a net change of +11 holders.
- The largest iShares iBonds Dec 2031 Term Treasury ETF buyer in Q4 2023 was Beacon Harbor Wealth Advisors, an estimated $17.9M added.
- The largest iShares iBonds Dec 2031 Term Treasury ETF seller in Q4 2023 was Bank of America, an estimated $2.7M sold.
Based on aggregated 13F filings for Q4 2023.