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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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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
IA
51
IFP Advisors
Florida
$656K +$634K +26,128 New
CPO
52
Cerity Partners OCIO
New York
$641K +$259K +10,669 +66%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$610K – – –
APA
54
American Portfolios Advisors
New York
$608K – – –
ACM
55
Advance Capital Management
Michigan
$599K +$607K +25,031 New
SB
56
Strategic Blueprint
Georgia
$563K +$282K +11,645 +98%
SPC
57
Sigma Planning Corp
Michigan
$547K +$315K +12,987 +132%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$546K +$303K +12,500 +122%
William Blair & Company
59
William Blair & Company
Illinois
$533K +$540K +22,270 New
BC
60
Barrett & Company
Rhode Island
$493K +$501K +20,663 New
APW
61
Atlantic Private Wealth
North Carolina
$492K +$498K +20,529 New
WHCI
62
W.H. Cornerstone Investments
Massachusetts
$408K +$415K +17,095 New
OC
63
Oppenheimer & Co
New York
$393K +$14.8K +610 +4%
Goldman Sachs
64
Goldman Sachs
New York
$344K +$349K +14,382 New
IA
65
IFG Advisory
Georgia
$338K +$343K +14,150 New
Cerity Partners
66
Cerity Partners
New York
$312K +$87.3K +3,600 +38%
LA
67
LVW Advisors
New York
$283K – – –
ICG
68
InterOcean Capital Group
Tennessee
$278K +$80K +3,300 +40%
T
69
TCWP
Ohio
$260K +$264K +10,879 New
BWM
70
BerganKDV Wealth Management
Minnesota
$259K – – –
BWFA
71
Baltimore-Washington Financial Advisors
Maryland
$227K +$230K +9,500 New
PAG
72
Private Advisor Group
New Jersey
$220K +$223K +9,194 New
SHIM
73
Stone House Investment Management
Pennsylvania
$201K +$203K +8,385 New
9WM
74
9258 Wealth Management
Ohio
$201K +$204K +8,403 New
AIM
75
Arcadia Investment Management
Michigan
$156K – – –
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.