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iShares iBonds Dec 2032 Term Treasury ETF
IBTM

58 hedge funds and large institutions have $163M invested in iShares iBonds Dec 2032 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

4% more funds holding

Funds holding: 56 → 58 (+2)

1.31% more ownership

Funds ownership: 78.45% → 79.76% (+1.3%)

3% more capital invested

Capital invested by funds: $158M → $163M (+$4.8M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
26
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KF
Krilogy Financial
Missouri
+$2.3M
2
HighTower Advisors
HighTower Advisors
Illinois
+$2.16M
3
CCM
Coldstream Capital Management
Washington
+$1.26M
4
LPL Financial
LPL Financial
California
+$1.15M
5
APW
Atlantic Private Wealth
North Carolina
+$1.15M

Top Sellers

Rank Fund Capital Flow
1
APP
Avantax Planning Partners
Iowa
-$1.35M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.34M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.15M
4
UBS Group
UBS Group
Switzerland
-$811K
5
Bank of America
Bank of America
North Carolina
-$642K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$721K +$57.8K +2,596 +9%
SCA
27
Snowden Capital Advisors
New York
$689K – – –
SFS
28
Sowell Financial Services
Arkansas
$614K -$107K -4,797 -15%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$608K +$44.4K +1,997 +8%
MA
30
Mutual Advisors
Nebraska
$578K -$151K -6,772 -21%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$525K +$16K +720 +3%
Osaic Holdings
32
Osaic Holdings
Arizona
$516K +$512K +22,990 New
SHA
33
Seneca House Advisors
Virginia
$499K -$275K -12,375 -36%
Stifel Financial
34
Stifel Financial
Missouri
$491K -$59.2K -2,659 -11%
BCM
35
Brookstone Capital Management
Illinois
$426K +$2.89K +130 +0.7%
MFG
36
Mendota Financial Group
Wisconsin
$408K +$4.05K +182 +1%
IWC
37
Integrated Wealth Concepts
Massachusetts
$385K -$32.7K -1,471 -8%
PAG
38
Private Advisor Group
New Jersey
$352K – – –
Financial Engines Advisors
39
Financial Engines Advisors
California
$331K +$4.34K +195 +1%
TFS
40
Thoroughbred Financial Services
Tennessee
$281K +$279K +12,538 New
HFM
41
Hartford Financial Management
Connecticut
$210K -$145K -6,501 -41%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$199K – – –
WT
43
Washington Trust
Rhode Island
$150K – – –
CTC
44
Central Trust Company
Missouri
$132K +$111K +5,000 +579%
FCA
45
FinTrust Capital Advisors
South Carolina
$104K -$3.34K -150 -3%
PFBT
46
Parkside Financial Bank & Trust
Missouri
$98K +$4.34K +195 +5%
SWC
47
Spectrum Wealth Counsel
Indiana
$49K +$48.6K +2,183 New
CAL
48
Capital Analysts LLC
Pennsylvania
$45K – – –
Comerica Bank
49
Comerica Bank
Texas
$40.8K +$10.7K +482 +36%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$33K +$13.8K +621 +73%
1
2
3

IBTM Hedge Fund Activity: Q2 2024 in Review

58 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) for Q2 2024, worth a combined $163M — up 3% from $158M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBTM positions and 6 closed out — a net gain of 2 holders — while 26 added to existing stakes and 13 trimmed.

The largest buyer was Krilogy Financial, adding an estimated $2.3M. The largest seller was Avantax Planning Partners, cutting an estimated $1.35M.

  • 58 institutional investors held iShares iBonds Dec 2032 Term Treasury ETF (IBTM) as of Q2 2024, up from 56 in Q1 2024.
  • Funds reported $163M of iShares iBonds Dec 2032 Term Treasury ETF stock for Q2 2024, up 3% quarter-over-quarter.
  • 8 funds opened new iShares iBonds Dec 2032 Term Treasury ETF positions in Q2 2024 and 6 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2032 Term Treasury ETF buyer in Q2 2024 was Krilogy Financial, an estimated $2.3M added.
  • The largest iShares iBonds Dec 2032 Term Treasury ETF seller in Q2 2024 was Avantax Planning Partners, an estimated $1.35M sold.

Based on aggregated 13F filings for Q2 2024.