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iShares iBonds Dec 2032 Term Treasury ETF
IBTM

56 hedge funds and large institutions have $158M invested in iShares iBonds Dec 2032 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

108% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 12

14% more funds holding

Funds holding: 49 → 56 (+7)

5% more capital invested

Capital invested by funds: $151M → $158M (+$7.12M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9.91% less ownership

Funds ownership: 88.37% → 78.45% (-9.9%)

Holders
56
Holders Change
+7
Holders Change %
+14.29%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
25
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWP
Stratos Wealth Partners
Ohio
+$9.69M
2
UBS Group
UBS Group
Switzerland
+$7.02M
3
APP
Avantax Planning Partners
Iowa
+$3.57M
4
KF
Krilogy Financial
Missouri
+$1.84M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
HFM
Hartford Financial Management
Connecticut
-$6.18M
2
Morgan Stanley
Morgan Stanley
New York
-$5.92M
3
SWA
Stratos Wealth Advisors
Ohio
-$4.98M
4
FTUS
Flow Traders U.S.
New York
-$1.98M
5
HighTower Advisors
HighTower Advisors
Illinois
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
Mutual Advisors
Nebraska
$729K -$59K -2,596 -7%
FTUS
27
Flow Traders U.S.
New York
$726K -$1.98M -87,160 -73%
SCA
28
Snowden Capital Advisors
New York
$696K – – –
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$670K +$62.8K +2,767 +10%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$569K +$60.6K +2,667 +12%
Stifel Financial
31
Stifel Financial
Missouri
$556K -$15.7K -691 -3%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$514K +$157K +6,900 +44%
LNC
33
Lincoln National Corp
Pennsylvania
$466K +$467K +20,558 New
IWC
34
Integrated Wealth Concepts
Massachusetts
$423K +$2.91K +128 +0.7%
BCM
35
Brookstone Capital Management
Illinois
$420K +$64.1K +2,822 +18%
MFG
36
Mendota Financial Group
Wisconsin
$408K +$145K +6,363 +55%
HFM
37
Hartford Financial Management
Connecticut
$359K -$6.18M -272,059 -94%
PAG
38
Private Advisor Group
New Jersey
$356K +$357K +15,700 New
Financial Engines Advisors
39
Financial Engines Advisors
California
$330K +$118K +5,184 +55%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$201K – – –
WT
41
Washington Trust
Rhode Island
$151K +$151K +6,670 New
JP Morgan Chase
42
JP Morgan Chase
New York
$115K +$115K +5,080 New
FCA
43
FinTrust Capital Advisors
South Carolina
$109K +$22.7K +1,000 +26%
PFBT
44
Parkside Financial Bank & Trust
Missouri
$94.6K -$1.79K -79 -2%
CAL
45
Capital Analysts LLC
Pennsylvania
$46K – – –
Comerica Bank
46
Comerica Bank
Texas
$30.3K +$30.3K +1,335 New
AF
47
Allworth Financial
California
$20.6K – – –
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.4K – – –
CTC
49
Central Trust Company
Missouri
$19.6K +$12.2K +539 +166%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$19K +$19.2K +845 New
1
2
3

IBTM Hedge Fund Activity: Q1 2024 in Review

56 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) for Q1 2024, worth a combined $158M — up 4.7% from $151M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBTM positions and 6 closed out — a net gain of 7 holders — while 25 added to existing stakes and 12 trimmed.

The largest buyer was Stratos Wealth Partners, adding an estimated $9.69M. The largest seller was Hartford Financial Management, cutting an estimated $6.18M.

  • 56 institutional investors held iShares iBonds Dec 2032 Term Treasury ETF (IBTM) as of Q1 2024, up from 49 in Q4 2023.
  • Funds reported $158M of iShares iBonds Dec 2032 Term Treasury ETF stock for Q1 2024, up 4.7% quarter-over-quarter.
  • 13 funds opened new iShares iBonds Dec 2032 Term Treasury ETF positions in Q1 2024 and 6 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2032 Term Treasury ETF buyer in Q1 2024 was Stratos Wealth Partners, an estimated $9.69M added.
  • The largest iShares iBonds Dec 2032 Term Treasury ETF seller in Q1 2024 was Hartford Financial Management, an estimated $6.18M sold.

Based on aggregated 13F filings for Q1 2024.