iShares iBonds Dec 2024 Term Treasury ETF
IBTE
IBTE was delisted on the 16th of December, 2024.
237 hedge funds and large institutions have $2B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 117 increasing their positions, 61 reducing their positions, and 15 closing their positions.
160% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 15
92% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 61
38% more funds holding in top 10
Funds holding in top 10: 13 → 18 (+5)
11% more capital invested
Capital invested by funds: $1.8B → $2B (+$206M)
10% more funds holding
Funds holding: 215 → 237 (+22)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
+$138M |
| 2 |
B
Bailard
Foster City,
California
|
+$38.9M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$28M |
| 4 |
FSG
Financial Strategies Group
Okemos,
Michigan
|
+$20.8M |
| 5 |
HBT
Hills Bank & Trust
North Liberty,
Iowa
|
+$20.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Colony Group
Boston,
Massachusetts
|
-$76.4M |
| 2 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
-$42.6M |
| 3 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$23M |
| 4 |
Rockefeller Capital Management
New York
|
-$15.9M |
| 5 |
I2I
Insight 2811 Inc
Chicago,
Illinois
|
-$14.5M |
IBTE Hedge Fund Activity: Q3 2023 in Review
237 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Treasury ETF (IBTE) for Q3 2023, worth a combined $2B — up 11% from $1.8B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new IBTE positions and 15 closed out — a net gain of 24 holders — while 117 added to existing stakes and 61 trimmed.
The largest buyer was Granite Bay Wealth Management, adding an estimated $138M. The largest seller was Colony Group, cutting an estimated $76.4M.
- 237 institutional investors held iShares iBonds Dec 2024 Term Treasury ETF (IBTE) as of Q3 2023, up from 215 in Q2 2023.
- Funds reported $2B of iShares iBonds Dec 2024 Term Treasury ETF stock for Q3 2023, up 11% quarter-over-quarter.
- 39 funds opened new iShares iBonds Dec 2024 Term Treasury ETF positions in Q3 2023 and 15 closed out, a net change of +24 holders.
- The largest iShares iBonds Dec 2024 Term Treasury ETF buyer in Q3 2023 was Granite Bay Wealth Management, an estimated $138M added.
- The largest iShares iBonds Dec 2024 Term Treasury ETF seller in Q3 2023 was Colony Group, an estimated $76.4M sold.
Based on aggregated 13F filings for Q3 2023.