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IBTE

iShares iBonds Dec 2024 Term Treasury ETF

Delisted

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

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: 112 (+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: 89168 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
101
Evermay Wealth Management
Virginia
$763K -$59K -2,474 -7%
AWS
102
AJ Wealth Strategies
New York
$763K
EW
103
Element Wealth
Mississippi
$746K +$651K +27,284 +682%
Baird Financial Group
104
Baird Financial Group
Wisconsin
$695K +$88.2K +3,696 +15%
HWMA
105
Heritage Wealth Management (Arizona)
Arizona
$654K +$654K +27,406 New
William Blair & Company
106
William Blair & Company
Illinois
$619K +$87.6K +3,671 +16%
SWP
107
Summit Wealth Partners
Florida
$555K +$555K +23,268 New
TWM
108
Trinity Wealth Management
Pennsylvania
$546K +$546K +22,880 New
BC
109
Barrett & Company
Rhode Island
$493K
AWS
110
Atria Wealth Solutions
New York
$470K +$470K +19,690 New
GAM
111
Gould Asset Management
California
$465K +$466K +19,510 New
CA
112
Cetera Advisors
Colorado
$456K +$456K +19,121 New
CSI
113
Cross Staff Investments
New York
$442K +$442K +18,515 New
AAS
114
Avantax Advisory Services
Texas
$429K +$429K +17,971 New
SAM
115
Summit Asset Management
Tennessee
$421K +$421K +17,645 New
IA
116
IFG Advisory
Georgia
$417K +$79.9K +3,348 +24%
WHCI
117
W.H. Cornerstone Investments
Massachusetts
$403K -$6.09K -255 -1%
BWM
118
BerganKDV Wealth Management
Minnesota
$398K +$140K +5,872 +54%
CFG
119
Cooper Financial Group
California
$346K +$346K +14,512 New
NDSI
120
Newman Dignan & Sheerar Inc
Rhode Island
$343K +$4.7K +197 +1%
CSIA
121
Conrad Siegel Investment Advisors
Pennsylvania
$340K +$340K +14,244 New
GBWM
122
Granite Bay Wealth Management
New Hampshire
$328K +$328K +13,751 New
ABC
123
Associated Banc-Corp
Wisconsin
$324K +$324K +13,593 New
NA
124
NewEdge Advisors
Louisiana
$322K +$9.27M +388,551 +26%
BPA
125
Beacon Pointe Advisors
California
$322K +$323K +13,515 New

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.