iShares iBonds Dec 2024 Term Treasury ETF
IBTE
IBTE was delisted on the 16th of December, 2024.
294 hedge funds and large institutions have $2.2B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 131 increasing their positions, 87 reducing their positions, and 17 closing their positions.
129% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 17
51% more repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 87
6% more funds holding
Funds holding: 277 → 294 (+17)
0% more funds holding in top 10
Funds holding in top 10: 17 → 17 (0)
2% less capital invested
Capital invested by funds: $2.25B → $2.2B (-$52.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$56.3M |
| 2 |
HPC
HM Payson & Co
Portland,
Maine
|
+$34.9M |
| 3 |
FWTB
First Western Trust Bank
Denver,
Colorado
|
+$29.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$21.2M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$17.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
-$119M |
| 2 |
Morgan Stanley
New York
|
-$86M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$26.5M |
| 4 |
CWM
Campbell Wealth Management
Alexandria,
Virginia
|
-$23.3M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$16.7M |
IBTE Hedge Fund Activity: Q1 2024 in Review
294 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Treasury ETF (IBTE) for Q1 2024, worth a combined $2.2B — down 2.3% from $2.25B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new IBTE positions and 17 closed out — a net gain of 22 holders — while 131 added to existing stakes and 87 trimmed.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $56.3M. The largest seller was Granite Bay Wealth Management, cutting an estimated $119M.
- 294 institutional investors held iShares iBonds Dec 2024 Term Treasury ETF (IBTE) as of Q1 2024, up from 277 in Q4 2023.
- Funds reported $2.2B of iShares iBonds Dec 2024 Term Treasury ETF stock for Q1 2024, down 2.3% quarter-over-quarter.
- 39 funds opened new iShares iBonds Dec 2024 Term Treasury ETF positions in Q1 2024 and 17 closed out, a net change of +22 holders.
- The largest iShares iBonds Dec 2024 Term Treasury ETF buyer in Q1 2024 was CAPTRUST Financial Advisors, an estimated $56.3M added.
- The largest iShares iBonds Dec 2024 Term Treasury ETF seller in Q1 2024 was Granite Bay Wealth Management, an estimated $119M sold.
Based on aggregated 13F filings for Q1 2024.