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IBTE

iShares iBonds Dec 2024 Term Treasury ETF

Delisted

IBTE was delisted on the 16th of December, 2024.

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: 2855 (-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: 130 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
FA
51
Faithward Advisors
Pennsylvania
-$7.52M -313,347 Closed
APP
52
Avantax Planning Partners
Iowa
-$6.93M -288,678 Closed
PA
53
PSI Advisors
Florida
-$6.92M -288,235 Closed
Mariner
54
Mariner
Kansas
-$6.88M -286,558 Closed
KTM
55
Keeler Thomas Management
Utah
-$6.26M -260,980 Closed
AWS
56
Atria Wealth Solutions
New York
-$5.74M -239,092 Closed
Baird Financial Group
57
Baird Financial Group
Wisconsin
-$5.58M -232,672 Closed
Stifel Financial
58
Stifel Financial
Missouri
-$5.49M -228,881 Closed
CIC
59
Carnegie Investment Counsel
Ohio
-$5.34M -222,544 Closed
TWM
60
Trinity Wealth Management
Pennsylvania
-$5.31M -221,183 Closed
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
-$5.27M -220,456 Closed
EP
62
Essential Planning
New Hampshire
-$5.13M -213,736 Closed
GI
63
Gradient Investments
Minnesota
-$5.05M -210,285 Closed
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
-$4.97M -207,181 Closed
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
-$4.95M -206,078 Closed
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
-$4.86M -202,536 Closed
SB
67
Strategic Blueprint
Georgia
-$4.78M -199,232 Closed
IA
68
IFG Advisory
Georgia
-$4.71M -196,296 Closed
PSP
69
Pacific Sage Partners
Washington
-$4.7M -195,890 Closed
Creative Planning
70
Creative Planning
Kansas
-$4.5M -187,477 Closed
KOMWMG
71
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$4.36M -181,869 Closed
APW
72
Atlantic Private Wealth
North Carolina
-$4.18M -174,333 Closed
Citadel Advisors
73
Citadel Advisors
Florida
-$4.09M -170,358 Closed
AIC
74
Archer Investment Corporation
Indiana
-$3.89M -162,019 Closed
FW
75
FullCircle Wealth
Texas
-$3.86M -161,180 Closed

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.