We are live on ! Find out more
IBTE

iShares iBonds Dec 2024 Term Treasury ETF
IBTE

Delisted

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

Back to rankings

89 hedge funds and large institutions have $424M invested in iShares iBonds Dec 2024 Term Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 35 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,900% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 2

600% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 5

79% more capital invested

Capital invested by funds: $238M → $424M (+$187M)

71% more funds holding

Funds holding: 52 → 89 (+37)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
89
Holders Change
+37
Holders Change %
+71.15%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
35
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$51.9M
2
SL
Summitry LLC
California
+$27.2M
3
CG
Colony Group
Massachusetts
+$12.6M
4
Wells Fargo
Wells Fargo
California
+$10.3M
5
Jane Street
Jane Street
New York
+$7.75M

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$1.54M
2
AM
Atwater Malick
Pennsylvania
-$322K
3
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
-$99.3K
4
AF
Advisornet Financial
Minnesota
-$37.2K
5
BEI
Benjamin Edwards Inc
Missouri
-$28.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$3.6M +$2.43M +100,350 +201%
PAS
27
Park Avenue Securities
New York
$3.26M +$183K +7,564 +6%
KAS
28
Kestra Advisory Services
Texas
$2.78M +$1.91M +78,864 +211%
RHP
29
Royal Harbor Partners
Texas
$2.23M +$2.26M +93,146 New
BCM
30
Brookstone Capital Management
Illinois
$2.21M +$2.24M +92,408 New
RJA
31
Raymond James & Associates
Florida
$2.2M +$257K +10,615 +13%
Osaic Holdings
32
Osaic Holdings
Arizona
$2.08M +$2.01M +82,797 +1,963%
DADC
33
D.A. Davidson & Co
Montana
$1.82M +$1.85M +76,183 New
BFO
34
Boston Family Office
Massachusetts
$1.65M +$1.67M +68,905 New
BEI
35
Benjamin Edwards Inc
Missouri
$1.58M -$28.4K -1,171 -2%
SF
36
Safeguard Financial
Wisconsin
$1.56M +$965K +39,775 +157%
WP
37
WealthSource Partners
California
$1.5M +$914K +37,700 +150%
APP
38
Avantax Planning Partners
Iowa
$1.31M +$1.32M +54,620 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.3M +$1.32M +54,326 New
TWA
40
Tillar-Wenstrup Advisors
Ohio
$1.23M +$519K +21,383 +72%
KOMWMG
41
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.13M +$1.15M +47,339 New
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.1M +$1.11M +45,934 New
CW
43
CreativeOne Wealth
Kansas
$962K -$3.61K -149 -0.4%
CIC
44
Carnegie Investment Counsel
Ohio
$859K +$870K +35,875 New
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$830K +$841K +34,664 New
EWM
46
Evermay Wealth Management
Virginia
$825K +$836K +34,457 New
EIA
47
Eldridge Investment Advisors
New Hampshire
$799K +$348K +14,356 +76%
Mariner
48
Mariner
Kansas
$787K +$226K +9,323 +40%
AWS
49
AJ Wealth Strategies
New York
$767K – – –
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$719K +$728K +29,993 New
1
2
3 4

IBTE Hedge Fund Activity: Q3 2022 in Review

89 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Treasury ETF (IBTE) for Q3 2022, worth a combined $424M — up 79% from $238M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IBTE positions and 2 closed out — a net gain of 38 holders — while 35 added to existing stakes and 5 trimmed.

The largest buyer was Bank of America, adding an estimated $51.9M. The largest seller was Gradient Investments, cutting an estimated $1.54M.

  • 89 institutional investors held iShares iBonds Dec 2024 Term Treasury ETF (IBTE) as of Q3 2022, up from 52 in Q2 2022.
  • Funds reported $424M of iShares iBonds Dec 2024 Term Treasury ETF stock for Q3 2022, up 79% quarter-over-quarter.
  • 40 funds opened new iShares iBonds Dec 2024 Term Treasury ETF positions in Q3 2022 and 2 closed out, a net change of +38 holders.
  • The largest iShares iBonds Dec 2024 Term Treasury ETF buyer in Q3 2022 was Bank of America, an estimated $51.9M added.
  • The largest iShares iBonds Dec 2024 Term Treasury ETF seller in Q3 2022 was Gradient Investments, an estimated $1.54M sold.

Based on aggregated 13F filings for Q3 2022.