iShares iBonds Dec 2024 Term Treasury ETF
IBTE
IBTE was delisted on the 16th of December, 2024.
277 hedge funds and large institutions have $2.25B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 125 increasing their positions, 64 reducing their positions, and 18 closing their positions.
244% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 18
95% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 64
17% more funds holding
Funds holding: 237 → 277 (+40)
12% more capital invested
Capital invested by funds: $2B → $2.25B (+$250M)
6% less funds holding in top 10
Funds holding in top 10: 18 → 17 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$66.6M |
| 2 |
HPC
HM Payson & Co
Portland,
Maine
|
+$52.5M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$23.8M |
| 4 |
ICG
InterOcean Capital Group
Nashville,
Tennessee
|
+$17.9M |
| 5 |
Renaissance Technologies
New York
|
+$16.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Bailard
Foster City,
California
|
-$29.8M |
| 2 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
-$20.8M |
| 3 |
SL
Summitry LLC
Foster City,
California
|
-$20.6M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$13M |
| 5 |
Rockefeller Capital Management
New York
|
-$11.6M |
IBTE Hedge Fund Activity: Q4 2023 in Review
277 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Treasury ETF (IBTE) for Q4 2023, worth a combined $2.25B — up 12% from $2B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new IBTE positions and 18 closed out — a net gain of 44 holders — while 125 added to existing stakes and 64 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $66.6M. The largest seller was Bailard, cutting an estimated $29.8M.
- 277 institutional investors held iShares iBonds Dec 2024 Term Treasury ETF (IBTE) as of Q4 2023, up from 237 in Q3 2023.
- Funds reported $2.25B of iShares iBonds Dec 2024 Term Treasury ETF stock for Q4 2023, up 12% quarter-over-quarter.
- 62 funds opened new iShares iBonds Dec 2024 Term Treasury ETF positions in Q4 2023 and 18 closed out, a net change of +44 holders.
- The largest iShares iBonds Dec 2024 Term Treasury ETF buyer in Q4 2023 was Morgan Stanley, an estimated $66.6M added.
- The largest iShares iBonds Dec 2024 Term Treasury ETF seller in Q4 2023 was Bailard, an estimated $29.8M sold.
Based on aggregated 13F filings for Q4 2023.