iShares iBonds Dec 2024 Term Treasury ETF
IBTE
IBTE was delisted on the 16th of December, 2024.
29 hedge funds and large institutions have $101M invested in iShares iBonds Dec 2024 Term Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 2 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 2
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
137% more capital invested
Capital invested by funds: $42.8M → $101M (+$58.5M)
38% more funds holding
Funds holding: 21 → 29 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$34M |
| 2 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$7.93M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$7.32M |
| 4 |
Jane Street
New York
|
+$3.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$446K |
| 2 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
-$70.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$56K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$42.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Koshinski Asset Management
Decatur,
Illinois
| $48.7K | +$1.08K | +43 | +2% |
|
|
CTC
27
Central Trust Company
Jefferson City,
Missouri
| $33K | – | – | – |
|
|
28
Osaic Holdings
Scottsdale,
Arizona
| $30K | -$42.1K | -1,679 | -58% |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| $15K | +$14.8K | +590 | New |
|
|
30
Cerity Partners
New York
| – | -$446K | -17,532 | Closed |
|
|
31
UBS Group
Zurich,
Switzerland
| – | -$56K | -2,209 | Closed |
|
IBTE Hedge Fund Activity: Q1 2022 in Review
29 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Treasury ETF (IBTE) for Q1 2022, worth a combined $101M — up 137% from $42.8M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IBTE positions and 2 closed out — a net gain of 8 holders — while 12 added to existing stakes and 2 trimmed.
The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $34M. The largest seller was Cerity Partners, exiting entirely with an estimated $446K sold.
- 29 institutional investors held iShares iBonds Dec 2024 Term Treasury ETF (IBTE) as of Q1 2022, up from 21 in Q4 2021.
- Funds reported $101M of iShares iBonds Dec 2024 Term Treasury ETF stock for Q1 2022, up 137% quarter-over-quarter.
- 10 funds opened new iShares iBonds Dec 2024 Term Treasury ETF positions in Q1 2022 and 2 closed out, a net change of +8 holders.
- The largest iShares iBonds Dec 2024 Term Treasury ETF buyer in Q1 2022 was Cetera Advisor Networks, an estimated $34M added.
- The largest iShares iBonds Dec 2024 Term Treasury ETF seller in Q1 2022 was Cerity Partners, an estimated $446K sold.
Based on aggregated 13F filings for Q1 2022.