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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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277 hedge funds and large institutions have $2.25B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 125 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 18

95% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 64

17% more funds holding

Funds holding: 237 → 277 (+40)

12% more capital invested

Capital invested by funds: $2B → $2.25B (+$250M)

6% less funds holding in top 10

Funds holding in top 10: 18 → 17 (-1)

Holders
277
Holders Change
+40
Holders Change %
+16.88%
% of All Funds
4.04%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
62
Increased
125
Reduced
64
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$66.6M
2
HPC
HM Payson & Co
Maine
+$52.5M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$23.8M
4
ICG
InterOcean Capital Group
Tennessee
+$17.9M
5
Renaissance Technologies
Renaissance Technologies
New York
+$16.7M

Top Sellers

Rank Fund Capital Flow
1
B
Bailard
California
-$29.8M
2
GBWM
Granite Bay Wealth Management
New Hampshire
-$20.8M
3
SL
Summitry LLC
California
-$20.6M
4
NA
NewEdge Advisors
Louisiana
-$13M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$11.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
101
Pacific Sage Partners
Washington
$2.44M +$2.44M +102,347 New
AWP
102
Accretive Wealth Partners
New Jersey
$2.42M +$2.07M +86,929 +604%
SWP
103
Stratos Wealth Partners
Ohio
$2.38M +$1.49M +62,696 +169%
PA
104
PSI Advisors
Florida
$2.35M +$504K +21,162 +27%
SWP
105
Summit Wealth Partners
Florida
$2.31M +$235K +9,848 +11%
PFM
106
Phillips Financial Management
Indiana
$2.3M +$954K +40,046 +71%
LIG
107
Lokken Investment Group
Delaware
$2.21M +$45.7K +1,919 +2%
PAS
108
Park Avenue Securities
New York
$2.18M +$266K +11,167 +14%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$2.18M +$625K +26,225 +40%
MA
110
MKT Advisors
California
$2.16M +$1.3M +54,531 +152%
CW
111
CreativeOne Wealth
Kansas
$2.13M +$2.12M +89,094 New
TLFA
112
True Link Financial Advisors
California
$2.07M +$1.31M +55,164 +175%
LF
113
Lantz Financial
Illinois
$2.02M -$74.3K -3,117 -4%
IMA
114
Investment Management Associates
Colorado
$1.99M +$1.99M +83,610 New
RSWM
115
Robertson Stephens Wealth Management
California
$1.99M +$1.58M +66,335 +388%
EW
116
Evexia Wealth
Wisconsin
$1.99M +$1.99M +83,387 New
SS
117
Simplicity Solutions
Minnesota
$1.97M +$1.97M +82,723 New
SPC
118
Sigma Planning Corp
Michigan
$1.84M -$1.61M -67,693 -47%
ABC
119
Associated Banc-Corp
Wisconsin
$1.83M +$325K +13,658 +22%
RI
120
Rinkey Investments
California
$1.82M -$158K -6,651 -8%
SWM
121
Stockman Wealth Management
Montana
$1.74M +$334K +14,023 +24%
SF
122
Safeguard Financial
Wisconsin
$1.73M -$99K -4,153 -5%
RCA
123
Resonant Capital Advisors
Wisconsin
$1.71M – – –
BPA
124
Beacon Pointe Advisors
California
$1.66M +$149K +6,268 +10%
MA
125
Mutual Advisors
Nebraska
$1.61M -$572K -24,022 -26%
3 4
5
6 7

IBTE Hedge Fund Activity: Q4 2023 in Review

277 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Treasury ETF (IBTE) for Q4 2023, worth a combined $2.25B — up 12% from $2B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new IBTE positions and 18 closed out — a net gain of 44 holders — while 125 added to existing stakes and 64 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $66.6M. The largest seller was Bailard, cutting an estimated $29.8M.

  • 277 institutional investors held iShares iBonds Dec 2024 Term Treasury ETF (IBTE) as of Q4 2023, up from 237 in Q3 2023.
  • Funds reported $2.25B of iShares iBonds Dec 2024 Term Treasury ETF stock for Q4 2023, up 12% quarter-over-quarter.
  • 62 funds opened new iShares iBonds Dec 2024 Term Treasury ETF positions in Q4 2023 and 18 closed out, a net change of +44 holders.
  • The largest iShares iBonds Dec 2024 Term Treasury ETF buyer in Q4 2023 was Morgan Stanley, an estimated $66.6M added.
  • The largest iShares iBonds Dec 2024 Term Treasury ETF seller in Q4 2023 was Bailard, an estimated $29.8M sold.

Based on aggregated 13F filings for Q4 2023.