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iShares iBonds Dec 2032 Term Treasury ETF
IBTM

67 hedge funds and large institutions have $192M invested in iShares iBonds Dec 2032 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 13

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

3% more funds holding

Funds holding: 65 → 67 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less capital invested

Capital invested by funds: $192M → $192M (-$191K)

1.75% less ownership

Funds ownership: 78.28% → 76.53% (-1.7%)

Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
30
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$4.69M
2
UBS Group
UBS Group
Switzerland
+$3.55M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.68M
4
SWP
Stratos Wealth Partners
Ohio
+$1.22M
5
Morgan Stanley
Morgan Stanley
New York
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
KF
Krilogy Financial
Missouri
-$3.49M
2
Truist Financial
Truist Financial
North Carolina
-$893K
3
Wells Fargo
Wells Fargo
California
-$737K
4
Citadel Advisors
Citadel Advisors
Florida
-$712K
5
WP
WealthShield Partners
North Carolina
-$681K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$962K +$217K +9,604 +28%
Citadel Advisors
27
Citadel Advisors
Florida
$953K -$712K -31,448 -42%
GMFG
28
Greater Midwest Financial Group
Minnesota
$893K +$16.2K +714 +2%
HL
29
HeadInvest LLC
Maine
$818K – – –
YWM
30
Yoder Wealth Management
California
$813K +$829K +36,602 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$778K +$154K +6,790 +24%
TFS
32
Thoroughbred Financial Services
Tennessee
$733K +$292K +12,884 +64%
Stifel Financial
33
Stifel Financial
Missouri
$488K -$12.3K -543 -2%
IWC
34
Integrated Wealth Concepts
Massachusetts
$478K +$97.8K +4,317 +25%
Osaic Holdings
35
Osaic Holdings
Arizona
$473K -$64.9K -2,867 -12%
PAG
36
Private Advisor Group
New Jersey
$466K – – –
LWL
37
Leo Wealth LLC
Texas
$445K +$5.32K +235 +1%
BCM
38
Brookstone Capital Management
Illinois
$400K – – –
Financial Engines Advisors
39
Financial Engines Advisors
California
$373K +$31.6K +1,396 +9%
MFG
40
Mendota Financial Group
Wisconsin
$352K -$95.7K -4,227 -21%
JCM
41
Jacobi Capital Management
Pennsylvania
$343K +$88.4K +3,904 +34%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$338K +$51.1K +2,256 +17%
CSP
43
Cary Street Partners
Virginia
$305K +$311K +13,745 New
AWM
44
AllSquare Wealth Management
New York
$242K +$219K +9,650 +760%
CCWA
45
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$227K +$232K +10,223 New
APP
46
Avantax Planning Partners
Iowa
$210K -$5.59K -247 -3%
WT
47
Washington Trust
Rhode Island
$148K – – –
CTC
48
Central Trust Company
Missouri
$142K +$11.3K +500 +8%
PFBT
49
Parkside Financial Bank & Trust
Missouri
$104K – – –
HFM
50
Hartford Financial Management
Connecticut
$101K -$53.4K -2,358 -34%
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IBTM Hedge Fund Activity: Q4 2024 in Review

67 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) for Q4 2024, worth a combined $192M — down 0.1% from $192M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBTM positions and 6 closed out — a net gain of 4 holders — while 30 added to existing stakes and 13 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $4.69M. The largest seller was Krilogy Financial, cutting an estimated $3.49M.

  • 67 institutional investors held iShares iBonds Dec 2032 Term Treasury ETF (IBTM) as of Q4 2024, up from 65 in Q3 2024.
  • Funds reported $192M of iShares iBonds Dec 2032 Term Treasury ETF stock for Q4 2024, down 0.1% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2032 Term Treasury ETF positions in Q4 2024 and 6 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2032 Term Treasury ETF buyer in Q4 2024 was Ameriprise, an estimated $4.69M added.
  • The largest iShares iBonds Dec 2032 Term Treasury ETF seller in Q4 2024 was Krilogy Financial, an estimated $3.49M sold.

Based on aggregated 13F filings for Q4 2024.