iShares iBonds Dec 2032 Term Treasury ETF
IBTM
30 hedge funds and large institutions have $99.4M invested in iShares iBonds Dec 2032 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 0 closing their positions.
220% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 5
52% more capital invested
Capital invested by funds: $65.3M → $99.4M (+$34.1M)
17.01% more ownership
Funds ownership: 79.19% → 96.2% (+17%)
15% more funds holding
Funds holding: 26 → 30 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$22.6M |
| 2 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$9.38M |
| 3 |
PAS
Park Avenue Securities
New York
|
+$2.8M |
| 4 |
CCB
Country Club Bank
Kansas City,
Missouri
|
+$2.01M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$2.08M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$287K |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$131K |
| 4 |
HFM
Hartford Financial Management
Hartford,
Connecticut
|
-$59.6K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$18K |
IBTM Hedge Fund Activity: Q3 2023 in Review
30 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) for Q3 2023, worth a combined $99.4M — up 52% from $65.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IBTM positions and 0 closed out — a net gain of 4 holders — while 16 added to existing stakes and 5 trimmed.
The largest buyer was UBS Group, adding an estimated $22.6M. The largest seller was Flow Traders U.S., cutting an estimated $2.08M.
- 30 institutional investors held iShares iBonds Dec 2032 Term Treasury ETF (IBTM) as of Q3 2023, up from 26 in Q2 2023.
- Funds reported $99.4M of iShares iBonds Dec 2032 Term Treasury ETF stock for Q3 2023, up 52% quarter-over-quarter.
- 4 funds opened new iShares iBonds Dec 2032 Term Treasury ETF positions in Q3 2023 and 0 closed out, a net change of +4 holders.
- The largest iShares iBonds Dec 2032 Term Treasury ETF buyer in Q3 2023 was UBS Group, an estimated $22.6M added.
- The largest iShares iBonds Dec 2032 Term Treasury ETF seller in Q3 2023 was Flow Traders U.S., an estimated $2.08M sold.
Based on aggregated 13F filings for Q3 2023.