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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
FFA
126
Farther Finance Advisors
California
– -$1.16M -48,374 Closed
PJSIMP
127
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$1.15M -47,982 Closed
MBT
128
Montecito Bank & Trust
California
– -$1.12M -46,649 Closed
CCG
129
Chatham Capital Group
Georgia
– -$1.1M -45,650 Closed
APW
130
Austin Private Wealth
Texas
– -$1.09M -45,310 Closed
KFAA
131
Klaas Financial Asset Advisors
Illinois
– -$1.07M -44,681 Closed
Cerity Partners
132
Cerity Partners
New York
– -$1.07M -44,636 Closed
CPW
133
Crestmont Private Wealth
Texas
– -$1.06M -44,204 Closed
CFGA
134
Cambridge Financial Group (Arizona)
Arizona
– -$1.04M -43,324 Closed
PFBT
135
Parkside Financial Bank & Trust
Missouri
– -$1.03M -42,845 Closed
RWP
136
Reliant Wealth Planning
Kentucky
– -$1.02M -42,698 Closed
MCCA
137
Mill Creek Capital Advisors
Pennsylvania
– -$1.02M -42,400 Closed
SCA
138
Snowden Capital Advisors
New York
– -$1.01M -42,181 Closed
CCM
139
Coldstream Capital Management
Washington
– -$966K -40,238 Closed
RIA
140
Regal Investment Advisors
Michigan
– -$956K -39,854 Closed
MPPLM
141
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$950K -39,600 Closed
CCM
142
Crew Capital Management
Ohio
– -$927K -38,641 Closed
AAS
143
Ameritas Advisory Services
Nebraska
– -$903K -37,610 Closed
TLFA
144
True Link Financial Advisors
California
– -$902K -37,600 Closed
DADC
145
D.A. Davidson & Co
Montana
– -$882K -36,743 Closed
WAS
146
Wealth Advisory Solutions
Indiana
– -$848K -35,318 Closed
AWP
147
Accretive Wealth Partners
New Jersey
– -$812K -33,849 Closed
BFP
148
Beacon Financial Planning
Massachusetts
– -$785K -32,703 Closed
B
149
Bailard
California
– -$784K -32,655 Closed
FWM
150
Fairhaven Wealth Management
Illinois
– -$758K -31,586 Closed
4 5
6
7 8

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.