iShares iBonds Dec 2032 Term Treasury ETF
IBTM
49 hedge funds and large institutions have $151M invested in iShares iBonds Dec 2032 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 3 closing their positions.
633% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 3
280% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 5
63% more funds holding
Funds holding: 30 → 49 (+19)
52% more capital invested
Capital invested by funds: $99.4M → $151M (+$51.7M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7.83% less ownership
Funds ownership: 96.2% → 88.37% (-7.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$12.7M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$6.51M |
| 3 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$4.78M |
| 4 |
JIR
James Investment Research
Alpha,
Ohio
|
+$4.15M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$2.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$2.18M |
| 2 |
Jane Street
New York
|
-$1.05M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$479K |
| 4 |
BlackRock
New York
|
-$440K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$125K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
BlackRock
New York
| – | -$440K | -20,000 | Closed |
|
52
Osaic Holdings
Scottsdale,
Arizona
| – | -$57.8K | -2,629 | Closed |
|
IBTM Hedge Fund Activity: Q4 2023 in Review
49 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) for Q4 2023, worth a combined $151M — up 52% from $99.4M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IBTM positions and 3 closed out — a net gain of 19 holders — while 19 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $12.7M. The largest seller was Krilogy Financial, cutting an estimated $2.18M.
- 49 institutional investors held iShares iBonds Dec 2032 Term Treasury ETF (IBTM) as of Q4 2023, up from 30 in Q3 2023.
- Funds reported $151M of iShares iBonds Dec 2032 Term Treasury ETF stock for Q4 2023, up 52% quarter-over-quarter.
- 22 funds opened new iShares iBonds Dec 2032 Term Treasury ETF positions in Q4 2023 and 3 closed out, a net change of +19 holders.
- The largest iShares iBonds Dec 2032 Term Treasury ETF buyer in Q4 2023 was Morgan Stanley, an estimated $12.7M added.
- The largest iShares iBonds Dec 2032 Term Treasury ETF seller in Q4 2023 was Krilogy Financial, an estimated $2.18M sold.
Based on aggregated 13F filings for Q4 2023.