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IBTE

iShares iBonds Dec 2024 Term Treasury ETF
IBTE

Delisted

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

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52 hedge funds and large institutions have $238M invested in iShares iBonds Dec 2024 Term Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 19 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 2

383% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 6

134% more capital invested

Capital invested by funds: $101M → $238M (+$136M)

79% more funds holding

Funds holding: 29 → 52 (+23)

Holders
52
Holders Change
+23
Holders Change %
+79.31%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
19
Reduced
2
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$30.7M
2
CIA
Capital Investment Advisors
Georgia
+$30.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$12.4M
4
GI
Gradient Investments
Minnesota
+$8.84M
5
Wells Fargo
Wells Fargo
California
+$8.81M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.73M
2
EIA
Eldridge Investment Advisors
New Hampshire
-$980K
3
MC
Matisse Capital
Oregon
-$426K
4
FTUS
Flow Traders U.S.
New York
-$369K
5
APW
Atlantic Private Wealth
North Carolina
-$317K
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$622K +$623K +25,451 New
APA
27
American Portfolios Advisors
New York
$620K +$20.2K +825 +3%
SF
28
Safeguard Financial
Wisconsin
$618K +$620K +25,330 New
WP
29
WealthSource Partners
California
$614K +$615K +25,125 New
Mariner
30
Mariner
Kansas
$575K +$577K +23,543 New
Creative Planning
31
Creative Planning
Kansas
$512K +$513K +20,955 New
EIA
32
Eldridge Investment Advisors
New Hampshire
$463K -$980K -40,000 -68%
NDSI
33
Newman Dignan & Sheerar Inc
Rhode Island
$447K +$448K +18,284 New
CPO
34
Cerity Partners OCIO
New York
$393K +$394K +16,093 New
OC
35
Oppenheimer & Co
New York
$386K +$26.1K +1,067 +7%
AM
36
Atwater Malick
Pennsylvania
$322K +$90K +3,677 +39%
SB
37
Strategic Blueprint
Georgia
$290K +$290K +11,858 New
LA
38
LVW Advisors
New York
$288K +$289K +11,800 New
BWM
39
BerganKDV Wealth Management
Minnesota
$264K – – –
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$251K +$252K +10,286 New
SPC
41
Sigma Planning Corp
Michigan
$241K +$241K +9,853 New
Cerity Partners
42
Cerity Partners
New York
$230K +$231K +9,424 New
Morgan Stanley
43
Morgan Stanley
New York
$219K +$220K +8,979 New
ICG
44
InterOcean Capital Group
Tennessee
$203K +$204K +8,325 New
AIM
45
Arcadia Investment Management
Michigan
$159K – – –
AF
46
Advisornet Financial
Minnesota
$149K +$65.3K +2,667 +78%
PTC
47
Private Trust Company
Ohio
$107K +$107K +4,386 New
Osaic Holdings
48
Osaic Holdings
Arizona
$103K +$73K +2,983 +242%
HIA
49
Harbor Investment Advisory
Maryland
$61K +$61.2K +2,500 New
FNBOSM
50
First National Bank of South Miami
Florida
$27K +$26.9K +1,100 New
1
2
3

IBTE Hedge Fund Activity: Q2 2022 in Review

52 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Treasury ETF (IBTE) for Q2 2022, worth a combined $238M — up 134% from $101M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IBTE positions and 6 closed out — a net gain of 23 holders — while 19 added to existing stakes and 2 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $30.7M. The largest seller was Jane Street, exiting entirely with an estimated $4.73M sold.

  • 52 institutional investors held iShares iBonds Dec 2024 Term Treasury ETF (IBTE) as of Q2 2022, up from 29 in Q1 2022.
  • Funds reported $238M of iShares iBonds Dec 2024 Term Treasury ETF stock for Q2 2022, up 134% quarter-over-quarter.
  • 29 funds opened new iShares iBonds Dec 2024 Term Treasury ETF positions in Q2 2022 and 6 closed out, a net change of +23 holders.
  • The largest iShares iBonds Dec 2024 Term Treasury ETF buyer in Q2 2022 was NewEdge Advisors, an estimated $30.7M added.
  • The largest iShares iBonds Dec 2024 Term Treasury ETF seller in Q2 2022 was Jane Street, an estimated $4.73M sold.

Based on aggregated 13F filings for Q2 2022.