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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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168 hedge funds and large institutions have $1.4B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 66 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,333% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 6

1,100% more funds holding in top 10

Funds holding in top 10: 1 → 12 (+11)

843% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 7

229% more capital invested

Capital invested by funds: $424M → $1.4B (+$973M)

89% more funds holding

Funds holding: 89 → 168 (+79)

Holders
168
Holders Change
+79
Holders Change %
+88.76%
% of All Funds
2.7%
Holding in Top 10
12
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1,100%
% of All Funds
0.19%
New
86
Increased
66
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$308M
2
Morgan Stanley
Morgan Stanley
New York
+$86.7M
3
CG
Colony Group
Massachusetts
+$73.8M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$39.6M
5
Osaic Holdings
Osaic Holdings
Arizona
+$37.5M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$5.53M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.6M
3
PAS
Park Avenue Securities
New York
-$1.07M
4
OC
Oppenheimer & Co
New York
-$393K
5
SL
Summitry LLC
California
-$350K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
51
Beacon Financial Group
Texas
$4.91M +$4.92M +205,973 New
MCC
52
Money Concepts Capital
Florida
$4.61M +$4.62M +193,450 New
SCA
53
Snowden Capital Advisors
New York
$4.27M +$4.28M +179,127 New
DADC
54
D.A. Davidson & Co
Montana
$3.89M +$2.07M +86,891 +114%
KAS
55
Kestra Advisory Services
Texas
$3.39M +$618K +25,910 +22%
BCM
56
Brookstone Capital Management
Illinois
$3.09M +$877K +36,732 +40%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$3.07M +$2.25M +94,102 +271%
CIC
58
Carnegie Investment Counsel
Ohio
$2.77M +$1.92M +80,450 +224%
SB
59
Strategic Blueprint
Georgia
$2.75M +$2.19M +91,696 +390%
AF
60
Allworth Financial
California
$2.5M +$2.38M +99,850 +2,080%
RHP
61
Royal Harbor Partners
Texas
$2.47M +$252K +10,577 +11%
DP
62
Denver PWM
Colorado
$2.37M +$2.38M +99,517 New
GSC
63
G&S Capital
Colorado
$2.31M +$2.31M +96,947 New
WP
64
WealthSource Partners
California
$2.29M +$789K +33,050 +53%
MA
65
Montag & Associates
Georgia
$2.29M +$2.29M +95,774 New
SCM
66
SevenOneSeven Capital Management
Pennsylvania
$2.23M +$2.24M +93,678 New
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$2.21M +$2.21M +92,459 New
RVPG
68
Relative Value Partners Group
$2.18M +$2.19M +91,614 New
BFO
69
Boston Family Office
Massachusetts
$2.18M +$538K +22,535 +33%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$2.18M +$1.64M +68,590 +301%
PAS
71
Park Avenue Securities
New York
$2.18M -$1.07M -44,821 -33%
Jane Street
72
Jane Street
New York
$2.09M -$5.53M -231,603 -73%
CAAS
73
Capital Asset Advisory Services
Michigan
$2M +$2M +83,682 New
SF
74
Safeguard Financial
Wisconsin
$1.95M +$395K +16,541 +25%
KOMWMG
75
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.92M +$786K +32,950 +70%
1 2
3
4 5

IBTE Hedge Fund Activity: Q4 2022 in Review

168 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Treasury ETF (IBTE) for Q4 2022, worth a combined $1.4B — up 229% from $424M a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IBTE positions and 6 closed out — a net gain of 80 holders — while 66 added to existing stakes and 7 trimmed.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $308M. The largest seller was Jane Street, cutting an estimated $5.53M.

  • 168 institutional investors held iShares iBonds Dec 2024 Term Treasury ETF (IBTE) as of Q4 2022, up from 89 in Q3 2022.
  • Funds reported $1.4B of iShares iBonds Dec 2024 Term Treasury ETF stock for Q4 2022, up 229% quarter-over-quarter.
  • 86 funds opened new iShares iBonds Dec 2024 Term Treasury ETF positions in Q4 2022 and 6 closed out, a net change of +80 holders.
  • The largest iShares iBonds Dec 2024 Term Treasury ETF buyer in Q4 2022 was CAPTRUST Financial Advisors, an estimated $308M added.
  • The largest iShares iBonds Dec 2024 Term Treasury ETF seller in Q4 2022 was Jane Street, an estimated $5.53M sold.

Based on aggregated 13F filings for Q4 2022.