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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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5 hedge funds and large institutions have $6.6M invested in iShares iBonds Dec 2024 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 274 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

98% less funds holding

Funds holding: 285 → 5 (-280)

100% less capital invested

Capital invested by funds: $1.45B → $6.6M (-$1.44B)

100% less funds holding in top 10

Funds holding in top 10: 13 → 0 (-13)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 274

Holders
5
Holders Change
-280
Holders Change %
-98.25%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
1
Reduced
2
Closed
274
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BAM
Belpointe Asset Management
Nevada
+$297K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$120M
2
HPC
HM Payson & Co
Maine
-$89.7M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$84.1M
4
Morgan Stanley
Morgan Stanley
New York
-$83.6M
5
HBT
Hills Bank & Trust
Iowa
-$46.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
– -$15.8M -656,966 Closed
DP
27
Denver PWM
Colorado
– -$15.6M -651,227 Closed
Osaic Holdings
28
Osaic Holdings
Arizona
– -$15.5M -643,678 Closed
SWA
29
Stratos Wealth Advisors
Ohio
– -$14.4M -598,727 Closed
MFIM
30
Mesirow Financial Investment Management
Illinois
– -$13.7M -570,644 Closed
OAM
31
Oppenheimer Asset Management
New York
– -$12.3M -513,961 Closed
ADL
32
Asset Dedication LLC
California
– -$12.2M -508,261 Closed
KF
33
Krilogy Financial
Missouri
– -$12.1M -504,830 Closed
CTC
34
Central Trust Company
Missouri
– -$12.1M -502,724 Closed
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
– -$11.9M -497,623 Closed
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
– -$11.5M -480,055 Closed
SVWAG
37
Sound View Wealth Advisors Group
Georgia
– -$10.2M -424,207 Closed
HighTower Advisors
38
HighTower Advisors
Illinois
– -$10.1M -422,909 Closed
BCM
39
Brookstone Capital Management
Illinois
– -$10M -418,447 Closed
SPIA
40
Steward Partners Investment Advisory
New York
– -$9.6M -399,950 Closed
MA
41
MKT Advisors
California
– -$8.77M -367,015 Closed
FTUS
42
Flow Traders U.S.
New York
– -$8.61M -358,600 Closed
Financial Engines Advisors
43
Financial Engines Advisors
California
– -$8.53M -355,594 Closed
KAS
44
Kestra Advisory Services
Texas
– -$8.37M -348,927 Closed
SC
45
Stephens Consulting
Michigan
– -$8.33M -346,961 Closed
BEAM
46
Baker Ellis Asset Management
Washington
– -$8.24M -343,389 Closed
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
– -$7.91M -329,671 Closed
Lido Advisors
48
Lido Advisors
California
– -$7.84M -326,628 Closed
SA
49
Sanctuary Advisors
Indiana
– -$7.68M -320,517 Closed
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
– -$7.63M -317,873 Closed
1
2
3 4 5

IBTE Hedge Fund Activity: Q4 2024 in Review

5 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Treasury ETF (IBTE) for Q4 2024, worth a combined $6.6M — down 100% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 274 funds closed out of IBTE and 0 opened new positions — a net loss of 274 holders — while 2 trimmed existing stakes and 1 added.

The largest buyer was Belpointe Asset Management, adding an estimated $297K. The largest seller was Bank of America, exiting entirely with an estimated $120M sold.

  • 5 institutional investors held iShares iBonds Dec 2024 Term Treasury ETF (IBTE) as of Q4 2024, down from 285 in Q3 2024.
  • Funds reported $6.6M of iShares iBonds Dec 2024 Term Treasury ETF stock for Q4 2024, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2024 Term Treasury ETF positions in Q4 2024 and 274 closed out, a net change of -274 holders.
  • The largest iShares iBonds Dec 2024 Term Treasury ETF buyer in Q4 2024 was Belpointe Asset Management, an estimated $297K added.
  • The largest iShares iBonds Dec 2024 Term Treasury ETF seller in Q4 2024 was Bank of America, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2024.