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iShares iBonds Dec 2032 Term Treasury ETF
IBTM

65 hedge funds and large institutions have $192M invested in iShares iBonds Dec 2032 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

190% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 10

18% more capital invested

Capital invested by funds: $163M → $192M (+$29.1M)

12% more funds holding

Funds holding: 58 → 65 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.48% less ownership

Funds ownership: 79.76% → 78.28% (-1.5%)

Holders
65
Holders Change
+7
Holders Change %
+12.07%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
29
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$18.5M
2
SWP
Stratos Wealth Partners
Ohio
+$1.88M
3
KF
Krilogy Financial
Missouri
+$1.28M
4
Citadel Advisors
Citadel Advisors
Florida
+$930K
5
WP
WealthShield Partners
North Carolina
+$555K

Top Sellers

Rank Fund Capital Flow
1
APP
Avantax Planning Partners
Iowa
-$2.01M
2
CCM
Coldstream Capital Management
Washington
-$1.38M
3
PAS
Park Avenue Securities
New York
-$737K
4
SFS
Sowell Financial Services
Arkansas
-$614K
5
MA
Mutual Advisors
Nebraska
-$578K
Name Holding Trade Value Shares
Change 		Change in
Stake
KF
1
Krilogy Financial
Missouri
$41.7M +$1.28M +55,101 +3%
UBS Group
2
UBS Group
Switzerland
$33.8M +$292K +12,638 +0.9%
NA
3
NewEdge Advisors
Louisiana
$18.8M +$18.5M +801,141 New
SWP
4
Stratos Wealth Partners
Ohio
$13.9M +$1.88M +81,272 +16%
CIM
5
Confluence Investment Management
Missouri
$9.83M -$267K -11,516 -3%
RJA
6
Raymond James & Associates
Florida
$8.72M +$485K +20,937 +6%
Truist Financial
7
Truist Financial
North Carolina
$8.61M +$248K +10,716 +3%
Morgan Stanley
8
Morgan Stanley
New York
$7.63M +$264K +11,424 +4%
PAS
9
Park Avenue Securities
New York
$5.21M -$737K -31,867 -13%
JIR
10
James Investment Research
Ohio
$4.37M -$80.5K -3,478 -2%
Wells Fargo
11
Wells Fargo
California
$4.02M +$36.1K +1,560 +0.9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.23M +$8.63K +373 +0.3%
APW
13
Atlantic Private Wealth
North Carolina
$2.63M +$202K +8,738 +8%
PA
14
Probity Advisors
Texas
$2.56M +$299K +12,938 +13%
AWP
15
Accretive Wealth Partners
New Jersey
$2.46M +$40.2K +1,737 +2%
HighTower Advisors
16
HighTower Advisors
Illinois
$2.3M +$27K +1,165 +1%
Bank of America
17
Bank of America
North Carolina
$2.17M +$97K +4,191 +5%
CCB
18
Country Club Bank
Missouri
$2.12M +$27.8K +1,203 +1%
LPL Financial
19
LPL Financial
California
$1.94M -$154K -6,657 -7%
Citadel Advisors
20
Citadel Advisors
Florida
$1.75M +$930K +40,204 +118%
FTUS
21
Flow Traders U.S.
New York
$1.51M +$538K +23,255 +56%
KAS
22
Kestra Advisory Services
Texas
$1.07M -$40.9K -1,769 -4%
GMFG
23
Greater Midwest Financial Group
Minnesota
$927K -$15.4K -664 -2%
SCA
24
Snowden Capital Advisors
New York
$901K +$178K +7,690 +25%
HL
25
HeadInvest LLC
Maine
$865K – – –
1
2 3

IBTM Hedge Fund Activity: Q3 2024 in Review

65 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) for Q3 2024, worth a combined $192M — up 18% from $163M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBTM positions and 4 closed out — a net gain of 8 holders — while 29 added to existing stakes and 10 trimmed.

The largest buyer was NewEdge Advisors, opening a new position worth an estimated $18.5M. The largest seller was Avantax Planning Partners, cutting an estimated $2.01M.

  • 65 institutional investors held iShares iBonds Dec 2032 Term Treasury ETF (IBTM) as of Q3 2024, up from 58 in Q2 2024.
  • Funds reported $192M of iShares iBonds Dec 2032 Term Treasury ETF stock for Q3 2024, up 18% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2032 Term Treasury ETF positions in Q3 2024 and 4 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2032 Term Treasury ETF buyer in Q3 2024 was NewEdge Advisors, an estimated $18.5M added.
  • The largest iShares iBonds Dec 2032 Term Treasury ETF seller in Q3 2024 was Avantax Planning Partners, an estimated $2.01M sold.

Based on aggregated 13F filings for Q3 2024.