iShares iBonds Dec 2032 Term Treasury ETF
IBTM
26 hedge funds and large institutions have $65.3M invested in iShares iBonds Dec 2032 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 1 reducing their positions, and 4 closing their positions.
1,300% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 1
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
24% more funds holding
Funds holding: 21 → 26 (+5)
20% more capital invested
Capital invested by funds: $54.3M → $65.3M (+$11M)
7.12% less ownership
Funds ownership: 86.31% → 79.19% (-7.1%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$10.8M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$2.06M |
| 3 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$1.44M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$551K |
| 5 |
LPL Financial
San Diego,
California
|
+$469K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
-$2.53M |
| 2 |
Jane Street
New York
|
-$1.89M |
| 3 |
ETIA
Epic Trust Investment Advisors
Richland,
Washington
|
-$589K |
| 4 |
FNBOSM
First National Bank of South Miami
South Miami,
Florida
|
-$12.4K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$96 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CTC
26
Central Trust Company
Jefferson City,
Missouri
| $4.07K | +$4.14K | +175 | New |
|
|
CIA
27
Choate Investment Advisors
Boston,
Massachusetts
| – | -$2.53M | -105,790 | Closed |
|
|
ETIA
28
Epic Trust Investment Advisors
Richland,
Washington
| – | -$589K | -24,673 | Closed |
|
|
FNBOSM
29
First National Bank of South Miami
South Miami,
Florida
| – | -$12.4K | -517 | Closed |
|
|
30
Fidelity Investments
Boston,
Massachusetts
| – | -$96 | -4 | Closed |
|
IBTM Hedge Fund Activity: Q2 2023 in Review
26 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) for Q2 2023, worth a combined $65.3M — up 20% from $54.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBTM positions and 4 closed out — a net gain of 5 holders — while 14 added to existing stakes and 1 trimmed.
The largest buyer was Confluence Investment Management, opening a new position worth an estimated $10.8M. The largest seller was Choate Investment Advisors, exiting entirely with an estimated $2.53M sold.
- 26 institutional investors held iShares iBonds Dec 2032 Term Treasury ETF (IBTM) as of Q2 2023, up from 21 in Q1 2023.
- Funds reported $65.3M of iShares iBonds Dec 2032 Term Treasury ETF stock for Q2 2023, up 20% quarter-over-quarter.
- 9 funds opened new iShares iBonds Dec 2032 Term Treasury ETF positions in Q2 2023 and 4 closed out, a net change of +5 holders.
- The largest iShares iBonds Dec 2032 Term Treasury ETF buyer in Q2 2023 was Confluence Investment Management, an estimated $10.8M added.
- The largest iShares iBonds Dec 2032 Term Treasury ETF seller in Q2 2023 was Choate Investment Advisors, an estimated $2.53M sold.
Based on aggregated 13F filings for Q2 2023.