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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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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: 285 → 5 (-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: 13 → 0 (-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
–

Top Buyers

Rank Fund Capital Flow
1
BAM
Belpointe Asset Management
Nevada
+$297K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$120M
2
HPC
HM Payson & Co
Maine
-$89.7M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$84.1M
4
Morgan Stanley
Morgan Stanley
New York
-$83.6M
5
HBT
Hills Bank & Trust
Iowa
-$46.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
76
HRT Financial
New York
– -$3.85M -160,322 Closed
4WM
77
4J Wealth Management
Virginia
– -$3.82M -159,235 Closed
LIM
78
Leavell Investment Management
Alabama
– -$3.78M -157,421 Closed
CW
79
CreativeOne Wealth
Kansas
– -$3.65M -151,947 Closed
LCM
80
Lunt Capital Management
Utah
– -$3.63M -151,420 Closed
MML Investors Services
81
MML Investors Services
Massachusetts
– -$3.31M -138,033 Closed
WANY
82
Wealthspire Advisors (New York)
New York
– -$3.15M -131,295 Closed
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
– -$3.07M -127,765 Closed
MA
84
Montag & Associates
Georgia
– -$2.99M -124,411 Closed
PA
85
Probity Advisors
Texas
– -$2.97M -123,575 Closed
Focus Partners Wealth
86
Focus Partners Wealth
Massachusetts
– -$2.86M -119,352 Closed
BSG
87
Black Swift Group
Colorado
– -$2.84M -118,430 Closed
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
– -$2.82M -117,673 Closed
EH
89
Equitable Holdings
New York
– -$2.77M -115,372 Closed
PAS
90
Park Avenue Securities
New York
– -$2.67M -111,195 Closed
Ameriprise
91
Ameriprise
Minnesota
– -$2.63M -109,451 Closed
EW
92
Evexia Wealth
Wisconsin
– -$2.49M -104,071 Closed
BFG
93
Beacon Financial Group
Texas
– -$2.44M -101,694 Closed
AAIM
94
Asset Advisors Investment Management
Georgia
– -$2.36M -98,290 Closed
VA
95
Valmark Advisers
Ohio
– -$2.33M -96,971 Closed
AF
96
Allworth Financial
California
– -$2.26M -94,205 Closed
LIG
97
Lokken Investment Group
Delaware
– -$2.19M -91,265 Closed
SWP
98
Stratos Wealth Partners
Ohio
– -$2.18M -90,922 Closed
GAM
99
Gould Asset Management
California
– -$1.99M -82,791 Closed
EWM
100
Endowment Wealth Management
Wisconsin
– -$1.99M -82,714 Closed
2 3
4
5 6

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.