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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
SF
101
Safeguard Financial
Wisconsin
– -$1.93M -80,568 Closed
PFM
102
Phillips Financial Management
Indiana
– -$1.92M -80,145 Closed
CCB
103
Country Club Bank
Missouri
– -$1.9M -79,151 Closed
SWM
104
Stockman Wealth Management
Montana
– -$1.87M -77,999 Closed
PGA
105
Portland Global Advisors
Maine
– -$1.76M -73,383 Closed
ABC
106
Associated Banc-Corp
Wisconsin
– -$1.74M -72,385 Closed
MCC
107
Money Concepts Capital
Florida
– -$1.72M -71,863 Closed
BFO
108
Boston Family Office
Massachusetts
– -$1.71M -71,139 Closed
AWM
109
AE Wealth Management
Kansas
– -$1.7M -70,902 Closed
CFG
110
Cooper Financial Group
California
– -$1.68M -69,882 Closed
LWL
111
Leo Wealth LLC
Texas
– -$1.65M -68,904 Closed
HCM
112
Howland Capital Management
Massachusetts
– -$1.63M -67,726 Closed
PAG
113
Private Advisor Group
New Jersey
– -$1.59M -66,331 Closed
CTWM
114
Cherry Tree Wealth Management
Minnesota
– -$1.55M -64,550 Closed
AR
115
Advisory Research
Illinois
– -$1.54M -64,180 Closed
CFS
116
Cannon Financial Strategists
Georgia
– -$1.5M -62,488 Closed
EIA
117
Eldridge Investment Advisors
New Hampshire
– -$1.49M -62,298 Closed
Goldman Sachs
118
Goldman Sachs
New York
– -$1.48M -61,707 Closed
KPWS
119
Kestra Private Wealth Services
Texas
– -$1.41M -58,932 Closed
US Bancorp
120
US Bancorp
Minnesota
– -$1.31M -54,419 Closed
AFG
121
Atomi Financial Group
New York
– -$1.27M -53,011 Closed
ACM
122
Advance Capital Management
Michigan
– -$1.24M -51,459 Closed
RCA
123
Resonant Capital Advisors
Wisconsin
– -$1.23M -51,441 Closed
SWP
124
Summit Wealth Partners
Florida
– -$1.19M -49,672 Closed
OPA
125
Old Port Advisors
Maine
– -$1.19M -49,528 Closed
3 4
5
6 7

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.