iShares iBonds Dec 2032 Term Treasury ETF
IBTM
21 hedge funds and large institutions have $54.6M invested in iShares iBonds Dec 2032 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
301% more capital invested
Capital invested by funds: $13.6M → $54.6M (+$41M)
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
50% more funds holding
Funds holding: 14 → 21 (+7)
4.44% less ownership
Funds ownership: 90.75% → 86.31% (-4.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$27.3M |
| 2 |
HFM
Hartford Financial Management
Hartford,
Connecticut
|
+$6.38M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.43M |
| 4 |
Jane Street
New York
|
+$2.55M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
-$2.95M |
| 2 |
BlackRock
New York
|
-$706K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$358K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$297K |
IBTM Hedge Fund Activity: Q1 2023 in Review
21 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) for Q1 2023, worth a combined $54.6M — up 301% from $13.6M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBTM positions and 2 closed out — a net gain of 7 holders — while 7 added to existing stakes and 2 trimmed.
The largest buyer was Krilogy Financial, opening a new position worth an estimated $27.3M. The largest seller was Atlantic Union Bankshares, exiting entirely with an estimated $2.95M sold.
- 21 institutional investors held iShares iBonds Dec 2032 Term Treasury ETF (IBTM) as of Q1 2023, up from 14 in Q4 2022.
- Funds reported $54.6M of iShares iBonds Dec 2032 Term Treasury ETF stock for Q1 2023, up 301% quarter-over-quarter.
- 9 funds opened new iShares iBonds Dec 2032 Term Treasury ETF positions in Q1 2023 and 2 closed out, a net change of +7 holders.
- The largest iShares iBonds Dec 2032 Term Treasury ETF buyer in Q1 2023 was Krilogy Financial, an estimated $27.3M added.
- The largest iShares iBonds Dec 2032 Term Treasury ETF seller in Q1 2023 was Atlantic Union Bankshares, an estimated $2.95M sold.
Based on aggregated 13F filings for Q1 2023.