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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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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: 1 → 12 (+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: 89 → 168 (+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
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$308M
2
Morgan Stanley
Morgan Stanley
New York
+$86.7M
3
CG
Colony Group
Massachusetts
+$73.8M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$39.6M
5
Osaic Holdings
Osaic Holdings
Arizona
+$37.5M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$5.53M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.6M
3
PAS
Park Avenue Securities
New York
-$1.07M
4
OC
Oppenheimer & Co
New York
-$393K
5
SL
Summitry LLC
California
-$350K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
126
Raymond James Trust
Florida
$317K +$318K +13,311 New
PTC
127
Private Trust Company
Ohio
$310K +$200K +8,381 +181%
ASN
128
Advisory Services Network
Georgia
$294K +$295K +12,339 New
CTA
129
Chesley Taft & Associates
Illinois
$291K +$291K +12,200 New
HWM
130
Horizons Wealth Management
North Carolina
$288K +$289K +12,095 New
LA
131
LVW Advisors
New York
$281K – – –
CCB
132
Country Club Bank
Missouri
$270K +$270K +11,306 New
PA
133
PSI Advisors
Florida
$267K +$267K +11,180 New
CIAS
134
CFS Investment Advisory Services
New Jersey
$263K +$263K +11,013 New
FWM
135
Focused Wealth Management
New York
$257K +$257K +10,758 New
FAAM
136
First Ascent Asset Management
Colorado
$250K +$250K +10,494 New
JFG
137
JDM Financial Group
Texas
$250K +$250K +10,494 New
OAM
138
Occidental Asset Management
California
$228K +$228K +9,541 New
TA
139
TKG Advisors
Indiana
$225K +$225K +9,425 New
Cerity Partners
140
Cerity Partners
New York
$225K -$85.9K -3,600 -28%
GHA
141
Granite Harbor Advisors
Texas
$223K +$223K +9,356 New
RSWM
142
Robertson Stephens Wealth Management
California
$215K +$215K +9,015 New
BMD
143
Better Money Decisions
New Mexico
$205K +$205K +8,596 New
9WM
144
9258 Wealth Management
Ohio
$200K – – –
PFM
145
Phillips Financial Management
Indiana
$173K +$174K +7,273 New
AIM
146
Arcadia Investment Management
Michigan
$155K – – –
PIMG
147
Patriot Investment Management Group
Tennessee
$148K +$147K +6,175 New
TFS
148
Thoroughbred Financial Services
Tennessee
$142K +$143K +5,982 New
BIA
149
Bell Investment Advisors
California
$130K +$130K +5,453 New
MWM
150
Mascoma Wealth Management
New Hampshire
$127K +$48.5K +2,030 +62%
3 4 5
6
7

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.