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IBTP

iShares iBonds Dec 2034 Term Treasury ETF

22 hedge funds and large institutions have $37.5M invested in iShares iBonds Dec 2034 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

144% more funds holding

Funds holding: 922 (+13)

84% more capital invested

Capital invested by funds: $20.5M → $37.5M (+$17.1M)

8.05% more ownership

Funds ownership: 73.72%81.77% (+8%)

Holders
22
Holders Change
+13
Holders Change %
+144.44%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
5
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AUB
1
Atlantic Union Bankshares
Virginia
$13.6M +$1.69M +66,344 +14%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.57M +$5.7M +224,356 +85,960%
KAS
3
Kestra Advisory Services
Texas
$4.12M +$45.2K +1,779 +1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.35M +$3.43M +135,092 New
LPL Financial
5
LPL Financial
California
$2.87M +$2.94M +115,769 New
AWP
6
Accretive Wealth Partners
New Jersey
$2.23M +$41K +1,614 +2%
HighTower Advisors
7
HighTower Advisors
Illinois
$1.83M +$1.88M +73,856 New
GS
8
GTS Securities
New York
$769K +$788K +30,993 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$615K +$630K +24,774 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$512K +$524K +20,613 New
Citadel Advisors
11
Citadel Advisors
Florida
$469K -$101K -3,954 -17%
Jane Street
12
Jane Street
New York
$376K +$385K +15,147 New
PA
13
Probity Advisors
Texas
$338K +$346K +13,625 New
Goldman Sachs
14
Goldman Sachs
New York
$246K
JCM
15
Jacobi Capital Management
Pennsylvania
$245K +$251K +9,871 New
PWA
16
Physician Wealth Advisors
Utah
$99.3K +$102K +4,000 New
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$76.2K +$9.46K +372 +14%
IA
18
IFP Advisors
Florida
$74.7K +$76.5K +3,008 New
AWM
19
AllSquare Wealth Management
New York
$43.9K +$45K +1,770 New
PA
20
Parallel Advisors
California
$34.7K -$23.5K -925 -40%
Osaic Holdings
21
Osaic Holdings
Arizona
$29.8K
CFO
22
CVA Family Office
Colorado
$14.5K +$14.8K +583 New

IBTP Hedge Fund Activity: Q4 2024 in Review

22 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2034 Term Treasury ETF (IBTP) for Q4 2024, worth a combined $37.5M — up 84% from $20.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBTP positions and 0 closed out — a net gain of 13 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $5.7M. The largest seller was Citadel Advisors, cutting an estimated $101K.

  • 22 institutional investors held iShares iBonds Dec 2034 Term Treasury ETF (IBTP) as of Q4 2024, up from 9 in Q3 2024.
  • Funds reported $37.5M of iShares iBonds Dec 2034 Term Treasury ETF stock for Q4 2024, up 84% quarter-over-quarter.
  • 13 funds opened new iShares iBonds Dec 2034 Term Treasury ETF positions in Q4 2024 and 0 closed out, a net change of +13 holders.
  • The largest iShares iBonds Dec 2034 Term Treasury ETF buyer in Q4 2024 was Royal Bank of Canada, an estimated $5.7M added.
  • The largest iShares iBonds Dec 2034 Term Treasury ETF seller in Q4 2024 was Citadel Advisors, an estimated $101K sold.

Based on aggregated 13F filings for Q4 2024.