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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
EW
51
Element Wealth
Mississippi
$25.1K +$24.9K +1,120 New
AF
52
Allworth Financial
California
$20.5K – – –
FDCDDQ
53
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.2K – – –
CTWM
54
Cherry Tree Wealth Management
Minnesota
$17K – – –
PTC
55
Private Trust Company
Ohio
$14.5K – – –
ADL
56
Asset Dedication LLC
California
$6.98K +$6.92K +311 New
IA
57
IFP Advisors
Florida
$6.85K – – –
BFEC
58
Benjamin F. Edwards & Company
Missouri
$2K +$1.87K +84 New
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
– -$1.34M -59,113 Closed
LNC
60
Lincoln National Corp
Pennsylvania
– -$466K -20,558 Closed
JP Morgan Chase
61
JP Morgan Chase
New York
– -$115K -5,080 Closed
GBT
62
Grove Bank & Trust
Florida
– -$11.7K -517 Closed
NA
63
NewEdge Advisors
Louisiana
– -$1.92K -85 Closed
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
– -$612 -27 Closed
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.