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

203 hedge funds and large institutions have $1.69B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 107 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 9

215% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 34

21% more funds holding

Funds holding: 168 → 203 (+35)

21% more capital invested

Capital invested by funds: $1.4B → $1.69B (+$288M)

17% less funds holding in top 10

Funds holding in top 10: 12 → 10 (-2)

Holders
203
Holders Change
+35
Holders Change %
+20.83%
% of All Funds
3.24%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
47
Increased
107
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$53.9M
2
UBS Group
UBS Group
Switzerland
+$44.7M
3
Wells Fargo
Wells Fargo
California
+$18.9M
4
B
Bailard
California
+$16.4M
5
Jane Street
Jane Street
New York
+$13M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$31M
2
FA
Faithward Advisors
Pennsylvania
-$15.2M
3
RPSA
Richard P. Slaughter Associates
Texas
-$10.7M
4
Renaissance Technologies
Renaissance Technologies
New York
-$6.62M
5
SVWAG
Sound View Wealth Advisors Group
Georgia
-$4.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
151
Beacon Pointe Advisors
California
$355K +$30.6K +1,282 +9%
BSG
152
Black Swift Group
Colorado
$353K +$351K +14,700 New
AWP
153
Accretive Wealth Partners
New Jersey
$346K +$344K +14,398 New
CSIA
154
Conrad Siegel Investment Advisors
Pennsylvania
$344K +$2.37K +99 +0.7%
NDSI
155
Newman Dignan & Sheerar Inc
Rhode Island
$338K -$7.72K -323 -2%
GAM
156
Gould Asset Management
California
$337K -$131K -5,485 -28%
EWM
157
Endowment Wealth Management
Wisconsin
$321K +$319K +13,359 New
RSWM
158
Robertson Stephens Wealth Management
California
$309K +$92K +3,850 +43%
QA
159
Quantitative Advantage
Minnesota
$291K +$289K +12,109 New
LA
160
LVW Advisors
New York
$290K +$6.45K +270 +2%
Koshinski Asset Management
161
Koshinski Asset Management
Illinois
$277K +$276K +11,533 New
Cerity Partners
162
Cerity Partners
New York
$276K +$49.9K +2,087 +22%
KWA
163
KCS Wealth Advisory
California
$267K +$266K +11,121 New
FWM
164
Focused Wealth Management
New York
$267K +$8.36K +350 +3%
BSSFA
165
Baron Silver Stevens Financial Advisors
Florida
$264K +$263K +10,992 New
GHA
166
Granite Harbor Advisors
Texas
$258K +$33.7K +1,410 +15%
HH
167
Hilltop Holdings
Texas
$258K +$256K +10,732 New
OAM
168
Occidental Asset Management
California
$229K – – –
FA
169
Faithward Advisors
Pennsylvania
$221K -$15.2M -635,272 -99%
TA
170
TKG Advisors
Indiana
$216K -$10.5K -438 -5%
MAG
171
MRA Advisory Group
New Jersey
$210K +$209K +8,760 New
SHIM
172
Stone House Investment Management
Pennsylvania
$202K +$201K +8,410 New
GT
173
Glenview Trust
Kentucky
$202K +$201K +8,400 New
WP
174
WealthPLAN Partners
Nebraska
$169K +$168K +7,027 New
AIM
175
Arcadia Investment Management
Michigan
$156K – – –
5 6
7
8 9

IBTE Hedge Fund Activity: Q1 2023 in Review

203 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Treasury ETF (IBTE) for Q1 2023, worth a combined $1.69B — up 21% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IBTE positions and 9 closed out — a net gain of 38 holders — while 107 added to existing stakes and 34 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $53.9M. The largest seller was Goldman Sachs, cutting an estimated $31M.

  • 203 institutional investors held iShares iBonds Dec 2024 Term Treasury ETF (IBTE) as of Q1 2023, up from 168 in Q4 2022.
  • Funds reported $1.69B of iShares iBonds Dec 2024 Term Treasury ETF stock for Q1 2023, up 21% quarter-over-quarter.
  • 47 funds opened new iShares iBonds Dec 2024 Term Treasury ETF positions in Q1 2023 and 9 closed out, a net change of +38 holders.
  • The largest iShares iBonds Dec 2024 Term Treasury ETF buyer in Q1 2023 was CAPTRUST Financial Advisors, an estimated $53.9M added.
  • The largest iShares iBonds Dec 2024 Term Treasury ETF seller in Q1 2023 was Goldman Sachs, an estimated $31M sold.

Based on aggregated 13F filings for Q1 2023.