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IBTE

iShares iBonds Dec 2024 Term Treasury ETF

Delisted

IBTE was delisted on the 16th of December, 2024.

5 hedge funds and large institutions have $6.6M invested in iShares iBonds Dec 2024 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 274 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

98% less funds holding

Funds holding: 2855 (-280)

100% less capital invested

Capital invested by funds: $1.45B → $6.6M (-$1.44B)

100% less funds holding in top 10

Funds holding in top 10: 130 (-13)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 274

Holders
5
Holders Change
-280
Holders Change %
-98.25%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-100%
% of All Funds
New
Increased
1
Reduced
2
Closed
274
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GT
226
Glenview Trust
Kentucky
-$202K -8,400 Closed
MWM
227
Mascoma Wealth Management
New Hampshire
-$202K -8,400 Closed
EWA
228
Elevate Wealth Advisory
Georgia
-$201K -8,370 Closed
SG
229
Strid Group
Pennsylvania
-$200K -8,350 Closed
TPCM
230
Templeton & Phillips Capital Management
Tennessee
-$173K -7,200 Closed
Comerica Bank
231
Comerica Bank
Texas
-$172K -7,149 Closed
AIM
232
Arcadia Investment Management
Michigan
-$156K -6,500 Closed
PGAM
233
Princeton Global Asset Management
New Jersey
-$154K -6,427 Closed
LWANC
234
Laurel Wealth Advisors (North Carolina)
North Carolina
-$149K -6,200 Closed
BL
235
Balentine LLC
Georgia
-$133K -5,530 Closed
PCMC
236
Private Capital Management (Colorado)
Colorado
-$132K -5,485 Closed
William Blair & Company
237
William Blair & Company
Illinois
-$124K -5,151 Closed
FHA
238
First Horizon Advisors
Tennessee
-$92.1K -3,836 Closed
CA
239
Crewe Advisors
Utah
-$73.7K -3,070 Closed
CT
240
Colonial Trust
South Carolina
-$72.1K -3,004 Closed
CFO
241
CVA Family Office
Colorado
-$70.6K -2,940 Closed
BWL
242
Bogart Wealth LLC
Virginia
-$67.3K -2,805 Closed
OLVIG
243
Oliver Lagore Vanvalin Investment Group
Michigan
-$67.1K -2,796 Closed
SWC
244
Spectrum Wealth Counsel
Indiana
-$65.7K -2,738 Closed
HIA
245
Harbor Investment Advisory
Maryland
-$60K -2,500 Closed
PB
246
Pinnacle Bancorp
Nebraska
-$50.1K -2,086 Closed
UCB
247
United Community Bank
South Carolina
-$48.9K -2,039 Closed
CAL
248
Capital Analysts LLC
Pennsylvania
-$46K -1,897 Closed
HWA
249
HHM Wealth Advisors
Tennessee
-$42K -1,750 Closed
KSB
250
Kennebec Savings Bank
Maine
-$41.1K -1,713 Closed

IBTE Hedge Fund Activity: Q4 2024 in Review

5 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Treasury ETF (IBTE) for Q4 2024, worth a combined $6.6M — down 100% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 274 funds closed out of IBTE and 0 opened new positions — a net loss of 274 holders — while 2 trimmed existing stakes and 1 added.

The largest buyer was Belpointe Asset Management, adding an estimated $297K. The largest seller was Bank of America, exiting entirely with an estimated $120M sold.

  • 5 institutional investors held iShares iBonds Dec 2024 Term Treasury ETF (IBTE) as of Q4 2024, down from 285 in Q3 2024.
  • Funds reported $6.6M of iShares iBonds Dec 2024 Term Treasury ETF stock for Q4 2024, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2024 Term Treasury ETF positions in Q4 2024 and 274 closed out, a net change of -274 holders.
  • The largest iShares iBonds Dec 2024 Term Treasury ETF buyer in Q4 2024 was Belpointe Asset Management, an estimated $297K added.
  • The largest iShares iBonds Dec 2024 Term Treasury ETF seller in Q4 2024 was Bank of America, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2024.