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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
APW
76
Atlantic Private Wealth
North Carolina
$1.89M +$1.4M +58,545 +285%
BEI
77
Benjamin Edwards Inc
Missouri
$1.85M +$275K +11,511 +17%
SPC
78
Sigma Planning Corp
Michigan
$1.79M +$1.25M +52,295 +229%
LIM
79
Leavell Investment Management
Alabama
$1.75M +$1.75M +73,305 New
PRWA
80
Platte River Wealth Advisors
Colorado
$1.72M +$1.72M +72,093 New
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$1.67M +$958K +40,141 +134%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$1.65M +$358K +15,013 +28%
FF
83
Financial Futures
New Jersey
$1.63M +$1.64M +68,528 New
ACM
84
Advance Capital Management
Michigan
$1.61M +$1.02M +42,577 +170%
RCA
85
Resonant Capital Advisors
Wisconsin
$1.5M +$1.5M +62,697 New
APP
86
Avantax Planning Partners
Iowa
$1.47M +$165K +6,918 +13%
WANY
87
Wealthspire Advisors (New York)
New York
$1.35M +$1.35M +56,697 New
OSNBOA
88
Old Second National Bank of Aurora
Illinois
$1.33M +$1.33M +55,655 New
KTM
89
Keeler Thomas Management
Utah
$1.33M +$1.33M +55,650 New
TWA
90
Tillar-Wenstrup Advisors
Ohio
$1.29M +$66.5K +2,787 +5%
SPIA
91
Steward Partners Investment Advisory
New York
$1.16M +$1.16M +48,652 New
ICG
92
InterOcean Capital Group
Tennessee
$1.08M +$801K +33,550 +289%
EIA
93
Eldridge Investment Advisors
New Hampshire
$1.01M +$218K +9,138 +27%
KIA
94
Knollwood Investment Advisory
Maryland
$995K +$995K +41,700 New
CW
95
CreativeOne Wealth
Kansas
$969K +$10.7K +448 +1%
BAM
96
Belpointe Asset Management
Nevada
$915K +$916K +38,365 New
JWCA
97
J.W. Cole Advisors
Florida
$882K +$882K +36,966 New
CCG
98
Chatham Capital Group
Georgia
$850K +$850K +35,620 New
AWM
99
AE Wealth Management
Kansas
$824K +$824K +34,539 New
CPO
100
Cerity Partners OCIO
New York
$797K +$159K +6,645 +25%
2 3
4
5 6

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.