We are live on ! Find out more
IBTM icon

iShares iBonds Dec 2032 Term Treasury ETF
IBTM

65 hedge funds and large institutions have $192M invested in iShares iBonds Dec 2032 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

190% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 10

18% more capital invested

Capital invested by funds: $163M → $192M (+$29.1M)

12% more funds holding

Funds holding: 58 → 65 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.48% less ownership

Funds ownership: 79.76% → 78.28% (-1.5%)

Holders
65
Holders Change
+7
Holders Change %
+12.07%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
29
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$18.5M
2
SWP
Stratos Wealth Partners
Ohio
+$1.88M
3
KF
Krilogy Financial
Missouri
+$1.28M
4
Citadel Advisors
Citadel Advisors
Florida
+$930K
5
WP
WealthShield Partners
North Carolina
+$555K

Top Sellers

Rank Fund Capital Flow
1
APP
Avantax Planning Partners
Iowa
-$2.01M
2
CCM
Coldstream Capital Management
Washington
-$1.38M
3
PAS
Park Avenue Securities
New York
-$737K
4
SFS
Sowell Financial Services
Arkansas
-$614K
5
MA
Mutual Advisors
Nebraska
-$578K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$792K +$36.7K +1,586 +5%
WP
27
WealthShield Partners
North Carolina
$681K +$555K +23,983 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$664K +$27.5K +1,188 +4%
Osaic Holdings
29
Osaic Holdings
Arizona
$567K +$27.2K +1,174 +5%
Stifel Financial
30
Stifel Financial
Missouri
$529K +$15K +648 +3%
PAG
31
Private Advisor Group
New Jersey
$493K +$123K +5,300 +34%
TFS
32
Thoroughbred Financial Services
Tennessee
$473K +$176K +7,607 +61%
MFG
33
Mendota Financial Group
Wisconsin
$472K +$44.7K +1,931 +11%
LWL
34
Leo Wealth LLC
Texas
$465K +$458K +19,790 New
BCM
35
Brookstone Capital Management
Illinois
$423K -$14.8K -640 -3%
IWC
36
Integrated Wealth Concepts
Massachusetts
$404K +$625 +27 +0.2%
SHA
37
Seneca House Advisors
Virginia
$365K -$154K -6,669 -30%
Financial Engines Advisors
38
Financial Engines Advisors
California
$362K +$15.5K +669 +5%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$305K +$95.2K +4,114 +46%
SWA
40
Stratos Wealth Advisors
Ohio
$296K +$292K +12,615 New
JCM
41
Jacobi Capital Management
Pennsylvania
$271K +$267K +11,534 New
APP
42
Avantax Planning Partners
Iowa
$228K -$2.01M -86,661 -90%
CSPIA
43
Cary Street Partners Investment Advisory
Virginia
$212K +$209K +9,019 New
HFM
44
Hartford Financial Management
Connecticut
$162K -$56.9K -2,457 -26%
WT
45
Washington Trust
Rhode Island
$157K – – –
CTC
46
Central Trust Company
Missouri
$138K +$532 +23 +0.4%
CWM
47
CarsonAllaria Wealth Management
Illinois
$115K +$113K +4,902 New
PFBT
48
Parkside Financial Bank & Trust
Missouri
$110K +$7.2K +311 +7%
FCA
49
FinTrust Capital Advisors
South Carolina
$109K – – –
PA
50
Parallel Advisors
California
$61.4K +$60.5K +2,616 New
1
2
3

IBTM Hedge Fund Activity: Q3 2024 in Review

65 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) for Q3 2024, worth a combined $192M — up 18% from $163M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBTM positions and 4 closed out — a net gain of 8 holders — while 29 added to existing stakes and 10 trimmed.

The largest buyer was NewEdge Advisors, opening a new position worth an estimated $18.5M. The largest seller was Avantax Planning Partners, cutting an estimated $2.01M.

  • 65 institutional investors held iShares iBonds Dec 2032 Term Treasury ETF (IBTM) as of Q3 2024, up from 58 in Q2 2024.
  • Funds reported $192M of iShares iBonds Dec 2032 Term Treasury ETF stock for Q3 2024, up 18% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2032 Term Treasury ETF positions in Q3 2024 and 4 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2032 Term Treasury ETF buyer in Q3 2024 was NewEdge Advisors, an estimated $18.5M added.
  • The largest iShares iBonds Dec 2032 Term Treasury ETF seller in Q3 2024 was Avantax Planning Partners, an estimated $2.01M sold.

Based on aggregated 13F filings for Q3 2024.