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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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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
237
Holders Change
+22
Holders Change %
+10.23%
% of All Funds
3.76%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.29%
New
39
Increased
117
Reduced
61
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GBWM
Granite Bay Wealth Management
New Hampshire
+$138M
2
B
Bailard
California
+$38.9M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$28M
4
FSG
Financial Strategies Group
Michigan
+$20.8M
5
HBT
Hills Bank & Trust
Iowa
+$20.4M

Top Sellers

Rank Fund Capital Flow
1
CG
Colony Group
Massachusetts
-$76.4M
2
FCH
Freestone Capital Holdings
Washington
-$42.6M
3
CIA
Capital Investment Advisors
Georgia
-$23M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$15.9M
5
I2I
Insight 2811 Inc
Illinois
-$14.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
Scissortail Wealth Management
Oklahoma
$15.9M +$241K +10,133 +2%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$15.7M +$434K +18,255 +3%
IWC
28
Integrated Wealth Concepts
Massachusetts
$15.4M +$3.73M +156,880 +32%
DE
29
Day & Ennis
Georgia
$15M +$843K +35,456 +6%
Renaissance Technologies
30
Renaissance Technologies
New York
$14.8M +$11.7M +491,620 +378%
CIM
31
Confluence Investment Management
Missouri
$14.7M +$2.09M +87,668 +17%
BWFA
32
Baltimore-Washington Financial Advisors
Maryland
$13.9M +$221K +9,269 +2%
CWM
33
Connecticut Wealth Management
Connecticut
$13.6M +$1.6M +67,085 +13%
RJA
34
Raymond James & Associates
Florida
$13.5M +$992K +41,687 +8%
CG
35
Colony Group
Massachusetts
$13.2M -$76.4M -3,210,218 -85%
OAM
36
Oppenheimer Asset Management
New York
$12.9M -$258K -10,831 -2%
HighTower Advisors
37
HighTower Advisors
Illinois
$12.4M -$757K -31,835 -6%
KTM
38
Keeler Thomas Management
Utah
$12.1M +$653K +27,463 +6%
BEAM
39
Baker Ellis Asset Management
Washington
$10.8M +$968K +40,683 +10%
CTC
40
Central Trust Company
Missouri
$9.98M -$552K -23,184 -5%
IA
41
IFP Advisors
Florida
$9.8M -$1.31M -54,909 -12%
GWP
42
Gateway Wealth Partners
Wisconsin
$9.08M +$358K +15,033 +4%
KF
43
Krilogy Financial
Missouri
$8.81M -$1.18M -49,541 -12%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$8.77M +$1.15M +48,234 +15%
SC
45
Stephens Consulting
Michigan
$8.64M -$18.2K -764 -0.2%
DADC
46
D.A. Davidson & Co
Montana
$8.6M +$3.31M +139,261 +63%
Mariner
47
Mariner
Kansas
$8.38M +$2.27M +95,543 +37%
JAG
48
Journey Advisory Group
Kentucky
$7.75M +$1.08M +45,294 +16%
AUB
49
Atlantic Union Bankshares
Virginia
$7.66M +$863K +36,260 +13%
DP
50
Denver PWM
Colorado
$7.64M +$1.73M +72,619 +29%
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IBTE Hedge Fund Activity: Q3 2023 in Review

237 of the 6,301 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.