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iShares iBonds Dec 2032 Term Treasury ETF
IBTM

14 hedge funds and large institutions have $13.6M invested in iShares iBonds Dec 2032 Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

243% more capital invested

Capital invested by funds: $3.97M → $13.6M (+$9.66M)

100% more funds holding

Funds holding: 7 → 14 (+7)

5.21% more ownership

Funds ownership: 85.54% → 90.75% (+5.2%)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

Holders
14
Holders Change
+7
Holders Change %
+100%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
2
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$3.31M
2
AUB
Atlantic Union Bankshares
Virginia
+$2.96M
3
CIA
Choate Investment Advisors
Massachusetts
+$2.45M
4
SHA
Seneca House Advisors
Virginia
+$1.44M
5
ETIA
Epic Trust Investment Advisors
Washington
+$514K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$711K
2
Jane Street
Jane Street
New York
-$391K
3
FTUS
Flow Traders U.S.
New York
-$301K
4
Wells Fargo
Wells Fargo
California
-$9.51K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
1
Raymond James & Associates
Florida
$3.3M +$3.31M +142,951 New
AUB
2
Atlantic Union Bankshares
Virginia
$2.95M +$2.96M +127,728 New
CIA
3
Choate Investment Advisors
Massachusetts
$2.44M +$2.45M +105,790 New
SHA
4
Seneca House Advisors
Virginia
$1.44M +$1.44M +62,209 New
BlackRock
5
BlackRock
New York
$1.16M – – –
KAS
6
Kestra Advisory Services
Texas
$682K +$8.08K +349 +1%
ETIA
7
Epic Trust Investment Advisors
Washington
$514K +$514K +22,222 New
HL
8
HeadInvest LLC
Maine
$454K +$98.1K +4,240 +28%
Citadel Advisors
9
Citadel Advisors
Florida
$297K -$711K -30,723 -71%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$253K +$254K +10,963 New
Wells Fargo
11
Wells Fargo
California
$63.4K -$9.51K -411 -13%
FCA
12
FinTrust Capital Advisors
South Carolina
$61.5K +$61.6K +2,663 New
FNBOSM
13
First National Bank of South Miami
Florida
$12K +$12K +517 New
UBS Group
14
UBS Group
Switzerland
$1.94K +$1.94K +84 New
Jane Street
15
Jane Street
New York
– -$391K -16,829 Closed
FTUS
16
Flow Traders U.S.
New York
– -$301K -12,969 Closed

IBTM Hedge Fund Activity: Q4 2022 in Review

14 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) for Q4 2022, worth a combined $13.6M — up 243% from $3.97M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBTM positions and 2 closed out — a net gain of 7 holders — while 2 added to existing stakes and 2 trimmed.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $3.31M. The largest seller was Citadel Advisors, cutting an estimated $711K.

  • 14 institutional investors held iShares iBonds Dec 2032 Term Treasury ETF (IBTM) as of Q4 2022, up from 7 in Q3 2022.
  • Funds reported $13.6M of iShares iBonds Dec 2032 Term Treasury ETF stock for Q4 2022, up 243% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2032 Term Treasury ETF positions in Q4 2022 and 2 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2032 Term Treasury ETF buyer in Q4 2022 was Raymond James & Associates, an estimated $3.31M added.
  • The largest iShares iBonds Dec 2032 Term Treasury ETF seller in Q4 2022 was Citadel Advisors, an estimated $711K sold.

Based on aggregated 13F filings for Q4 2022.