We are live on ! Find out more
IBTE

iShares iBonds Dec 2024 Term Treasury ETF
IBTE

Delisted

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

Back to rankings

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
BEI
126
Benjamin Edwards Inc
Missouri
$1.6M -$144K -6,059 -8%
KPWS
127
Kestra Private Wealth Services
Texas
$1.58M +$752K +31,549 +92%
PAG
128
Private Advisor Group
New Jersey
$1.57M -$933K -39,168 -37%
HCM
129
Howland Capital Management
Massachusetts
$1.53M +$684K +28,707 +81%
AR
130
Advisory Research
Illinois
$1.53M +$1.53M +64,180 New
CTWM
131
Cherry Tree Wealth Management
Minnesota
$1.51M +$288K +12,073 +24%
PJSIMP
132
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.44M +$370K +15,508 +35%
APP
133
Avantax Planning Partners
Iowa
$1.41M -$79.4K -3,332 -5%
CFS
134
Cannon Financial Strategists
Georgia
$1.39M +$20.2K +848 +1%
FFA
135
Farther Finance Advisors
California
$1.33M +$1.3M +54,461 +3,756%
PA
136
Probity Advisors
Texas
$1.3M +$1.29M +54,315 New
VA
137
Valmark Advisers
Ohio
$1.28M +$52.7K +2,210 +4%
MCCA
138
Mill Creek Capital Advisors
Pennsylvania
$1.27M +$1.27M +53,213 New
KFAA
139
Klaas Financial Asset Advisors
Illinois
$1.27M +$544K +22,832 +76%
AC
140
Adroit Compliance
$1.27M +$1.26M +53,042 New
ACM
141
Advance Capital Management
Michigan
$1.25M -$42.3K -1,776 -3%
EWM
142
Endowment Wealth Management
Wisconsin
$1.22M +$177K +7,419 +17%
MBT
143
Montecito Bank & Trust
California
$1.1M +$851K +35,694 +340%
CCM
144
Coldstream Capital Management
Washington
$1.06M -$117K -4,906 -10%
US Bancorp
145
US Bancorp
Minnesota
$1.02M +$1.02M +42,932 New
CAN
146
Cetera Advisor Networks
California
$993K +$127K +5,320 +15%
EW
147
Element Wealth
Mississippi
$984K +$270K +11,324 +38%
RIA
148
Regal Investment Advisors
Michigan
$976K -$1.22M -51,004 -55%
HWM
149
Horizons Wealth Management
North Carolina
$912K +$120K +5,040 +15%
RPSA
150
Richard P. Slaughter Associates
Texas
$880K -$83K -3,485 -9%
4 5
6
7 8

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.