iShares iBonds Dec 2033 Term Treasury ETF
IBTO
43 hedge funds and large institutions have $164M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 3 reducing their positions, and 5 closing their positions.
667% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 3
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
20% more capital invested
Capital invested by funds: $137M → $164M (+$27.3M)
2% more funds holding
Funds holding: 42 → 43 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.48% less ownership
Funds ownership: 83.35% → 79.87% (-3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Summitry LLC
Foster City,
California
|
+$23.8M |
| 2 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$5.85M |
| 3 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
+$3.69M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$2.02M |
| 5 |
Goldman Sachs
New York
|
+$869K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.3M |
| 2 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$1.28M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.16M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.03M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$469K |
IBTO Hedge Fund Activity: Q2 2024 in Review
43 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) for Q2 2024, worth a combined $164M — up 20% from $137M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IBTO positions and 5 closed out — a net gain of 3 holders — while 23 added to existing stakes and 3 trimmed.
The largest buyer was Summitry LLC, opening a new position worth an estimated $23.8M. The largest seller was Jane Street, exiting entirely with an estimated $2.3M sold.
- 43 institutional investors held iShares iBonds Dec 2033 Term Treasury ETF (IBTO) as of Q2 2024, up from 42 in Q1 2024.
- Funds reported $164M of iShares iBonds Dec 2033 Term Treasury ETF stock for Q2 2024, up 20% quarter-over-quarter.
- 8 funds opened new iShares iBonds Dec 2033 Term Treasury ETF positions in Q2 2024 and 5 closed out, a net change of +3 holders.
- The largest iShares iBonds Dec 2033 Term Treasury ETF buyer in Q2 2024 was Summitry LLC, an estimated $23.8M added.
- The largest iShares iBonds Dec 2033 Term Treasury ETF seller in Q2 2024 was Jane Street, an estimated $2.3M sold.
Based on aggregated 13F filings for Q2 2024.