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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.69M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.55M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.68M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$1.22M |
| 5 |
Morgan Stanley
New York
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$3.49M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$893K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$737K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$712K |
| 5 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$681K |
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.