iShares iBonds Dec 2024 Term Treasury ETF
IBTE
IBTE was delisted on the 16th of December, 2024.
203 hedge funds and large institutions have $1.69B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 107 increasing their positions, 34 reducing their positions, and 9 closing their positions.
422% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 9
215% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 34
21% more funds holding
Funds holding: 168 → 203 (+35)
21% more capital invested
Capital invested by funds: $1.4B → $1.69B (+$288M)
17% less funds holding in top 10
Funds holding in top 10: 12 → 10 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$53.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$44.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$18.9M |
| 4 |
B
Bailard
Foster City,
California
|
+$16.4M |
| 5 |
Jane Street
New York
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$31M |
| 2 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
-$15.2M |
| 3 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
-$10.7M |
| 4 |
Renaissance Technologies
New York
|
-$6.62M |
| 5 |
SVWAG
Sound View Wealth Advisors Group
Savannah,
Georgia
|
-$4.48M |
IBTE Hedge Fund Activity: Q1 2023 in Review
203 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Treasury ETF (IBTE) for Q1 2023, worth a combined $1.69B — up 21% from $1.4B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new IBTE positions and 9 closed out — a net gain of 38 holders — while 107 added to existing stakes and 34 trimmed.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $53.9M. The largest seller was Goldman Sachs, cutting an estimated $31M.
- 203 institutional investors held iShares iBonds Dec 2024 Term Treasury ETF (IBTE) as of Q1 2023, up from 168 in Q4 2022.
- Funds reported $1.69B of iShares iBonds Dec 2024 Term Treasury ETF stock for Q1 2023, up 21% quarter-over-quarter.
- 47 funds opened new iShares iBonds Dec 2024 Term Treasury ETF positions in Q1 2023 and 9 closed out, a net change of +38 holders.
- The largest iShares iBonds Dec 2024 Term Treasury ETF buyer in Q1 2023 was CAPTRUST Financial Advisors, an estimated $53.9M added.
- The largest iShares iBonds Dec 2024 Term Treasury ETF seller in Q1 2023 was Goldman Sachs, an estimated $31M sold.
Based on aggregated 13F filings for Q1 2023.