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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
AF
76
Allworth Financial
California
$115K +$116K +4,800 New
PTC
77
Private Trust Company
Ohio
$111K +$6.06K +250 +6%
AF
78
Advisornet Financial
Minnesota
$109K -$37.2K -1,532 -25%
EW
79
Element Wealth
Mississippi
$96K +$97K +4,000 New
MWM
80
Mascoma Wealth Management
New Hampshire
$79K +$80K +3,300 New
HIA
81
Harbor Investment Advisory
Maryland
$60K – – –
SOS
82
Silver Oak Securities
Tennessee
$38K +$38.7K +1,595 New
FNBOSM
83
First National Bank of South Miami
Florida
$26K – – –
CTC
84
Central Trust Company
Missouri
$23K +$22.8K +941 New
GRP
85
Global Retirement Partners
California
$23K +$23K +950 New
CHA
86
Carmichael Hill & Associates
Maryland
$10K +$10.4K +428 New
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
NDSI
88
Newman Dignan & Sheerar Inc
Rhode Island
$340 -$99.3K -4,095 -22%
AM
89
Atwater Malick
Pennsylvania
– -$322K -13,194 Closed
CFGS
90
Concourse Financial Group Securities
Alabama
– -$9.22K -380 Closed
HWA
91
HHM Wealth Advisors
Tennessee
– +$437 +18 New
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.