iShares iBonds Dec 2034 Term Treasury ETF
IBTP
9 hedge funds and large institutions have $20.5M invested in iShares iBonds Dec 2034 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, increasing their positions, 1 reducing their positions, and 2 closing their positions.
459% more capital invested
Capital invested by funds: $3.66M → $20.5M (+$16.8M)
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
200% more funds holding
Funds holding: 3 → 9 (+6)
23.29% less ownership
Funds ownership: 97.01% → 73.72% (-23%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$12.6M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$4.28M |
| 3 |
AWP
Accretive Wealth Partners
Parsippany,
New Jersey
|
+$2.29M |
| 4 |
Goldman Sachs
New York
|
+$258K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$70.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.26M |
| 2 |
Jane Street
New York
|
-$1.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$649K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AUB
1
Atlantic Union Bankshares
Glen Allen,
Virginia
| $12.7M | +$12.6M | +482,441 | New |
|
|
KAS
2
Kestra Advisory Services
Austin,
Texas
| $4.34M | +$4.28M | +164,280 | New |
|
|
AWP
3
Accretive Wealth Partners
Parsippany,
New Jersey
| $2.33M | +$2.29M | +88,158 | New |
|
|
4
Citadel Advisors
Miami,
Florida
| $604K | -$649K | -24,915 | -52% |
|
|
5
Goldman Sachs
New York
| $262K | +$258K | +9,899 | New |
|
|
6
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $71.3K | +$70.2K | +2,698 | New |
|
|
PA
7
Parallel Advisors
San Francisco,
California
| $61.4K | +$60.5K | +2,324 | New |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $31.7K | +$31.2K | +1,200 | New |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $7K | +$6.79K | +261 | New |
|
|
10
BlackRock
New York
| – | -$1.26M | -50,000 | Closed |
|
|
11
Jane Street
New York
| – | -$1.2M | -47,757 | Closed |
|
IBTP Hedge Fund Activity: Q3 2024 in Review
9 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2034 Term Treasury ETF (IBTP) for Q3 2024, worth a combined $20.5M — up 459% from $3.66M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IBTP positions and 2 closed out — a net gain of 6 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Atlantic Union Bankshares, opening a new position worth an estimated $12.6M. The largest seller was BlackRock, exiting entirely with an estimated $1.26M sold.
- 9 institutional investors held iShares iBonds Dec 2034 Term Treasury ETF (IBTP) as of Q3 2024, up from 3 in Q2 2024.
- Funds reported $20.5M of iShares iBonds Dec 2034 Term Treasury ETF stock for Q3 2024, up 459% quarter-over-quarter.
- 8 funds opened new iShares iBonds Dec 2034 Term Treasury ETF positions in Q3 2024 and 2 closed out, a net change of +6 holders.
- The largest iShares iBonds Dec 2034 Term Treasury ETF buyer in Q3 2024 was Atlantic Union Bankshares, an estimated $12.6M added.
- The largest iShares iBonds Dec 2034 Term Treasury ETF seller in Q3 2024 was BlackRock, an estimated $1.26M sold.
Based on aggregated 13F filings for Q3 2024.