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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$18.5M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$1.88M |
| 3 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$1.28M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$930K |
| 5 |
WP
WealthShield Partners
Cary,
North Carolina
|
+$555K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$2.01M |
| 2 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$1.38M |
| 3 |
PAS
Park Avenue Securities
New York
|
-$737K |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$614K |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$578K |
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.