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IBTE

iShares iBonds Dec 2024 Term Treasury ETF

Delisted

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

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: 112 (+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: 89168 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AF
151
Advisornet Financial
Minnesota
$109K
HIA
152
Harbor Investment Advisory
Maryland
$59.6K
GIA
153
GHP Investment Advisors
Colorado
$59.6K +$59.7K +2,500 New
RW
154
Regimen Wealth
Georgia
$57K +$56.7K +2,375 New
WBC
155
West Branch Capital
Massachusetts
$35.8K +$35.8K +1,500 New
WAM
156
Worth Asset Management
Texas
$35.2K +$35.3K +1,477 New
FCA
157
FinTrust Capital Advisors
South Carolina
$35.1K +$35.1K +1,471 New
SWM
158
Spire Wealth Management
Virginia
$33K +$33.4K +1,400 New
RF
159
Robbins Farley
New Hampshire
$31.8K +$31.9K +1,335 New
GRP
160
Global Retirement Partners
California
$22.8K +$191 +8 +0.8%
AIC
161
Archer Investment Corporation
Indiana
$17.5K +$17.5K +735 New
CHA
162
Carmichael Hill & Associates
Maryland
$10.2K
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.48K +146 New
OLVIG
164
Oliver Lagore Vanvalin Investment Group
Michigan
$2.38K +$2.39K +100 New
CT
165
Colonial Trust
South Carolina
$1.5K +$1.5K +63 New
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$560 +$561K +23,500 New
HWA
167
HHM Wealth Advisors
Tennessee
$429
PAG
168
Private Advisor Group
New Jersey
$380 +$161K +6,751 +73%
Citadel Advisors
169
Citadel Advisors
Florida
-$3.6M -150,350 Closed
OC
170
Oppenheimer & Co
New York
-$393K -16,393 Closed
T
171
TCWP
Ohio
-$260K -10,879 Closed
SHIM
172
Stone House Investment Management
Pennsylvania
-$201K -8,385 Closed
SOS
173
Silver Oak Securities
Tennessee
-$38K -1,595 Closed
FNBOSM
174
First National Bank of South Miami
Florida
-$26K -1,100 Closed

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.