iShares iBonds Dec 2032 Term Treasury ETF
IBTM
56 hedge funds and large institutions have $158M invested in iShares iBonds Dec 2032 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
108% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 12
14% more funds holding
Funds holding: 49 → 56 (+7)
5% more capital invested
Capital invested by funds: $151M → $158M (+$7.12M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9.91% less ownership
Funds ownership: 88.37% → 78.45% (-9.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$9.69M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$7.02M |
| 3 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$3.57M |
| 4 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$1.84M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFM
Hartford Financial Management
Hartford,
Connecticut
|
-$6.18M |
| 2 |
Morgan Stanley
New York
|
-$5.92M |
| 3 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$4.98M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.98M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$1.32M |
IBTM Hedge Fund Activity: Q1 2024 in Review
56 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) for Q1 2024, worth a combined $158M — up 4.7% from $151M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IBTM positions and 6 closed out — a net gain of 7 holders — while 25 added to existing stakes and 12 trimmed.
The largest buyer was Stratos Wealth Partners, adding an estimated $9.69M. The largest seller was Hartford Financial Management, cutting an estimated $6.18M.
- 56 institutional investors held iShares iBonds Dec 2032 Term Treasury ETF (IBTM) as of Q1 2024, up from 49 in Q4 2023.
- Funds reported $158M of iShares iBonds Dec 2032 Term Treasury ETF stock for Q1 2024, up 4.7% quarter-over-quarter.
- 13 funds opened new iShares iBonds Dec 2032 Term Treasury ETF positions in Q1 2024 and 6 closed out, a net change of +7 holders.
- The largest iShares iBonds Dec 2032 Term Treasury ETF buyer in Q1 2024 was Stratos Wealth Partners, an estimated $9.69M added.
- The largest iShares iBonds Dec 2032 Term Treasury ETF seller in Q1 2024 was Hartford Financial Management, an estimated $6.18M sold.
Based on aggregated 13F filings for Q1 2024.