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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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237 hedge funds and large institutions have $2B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 117 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 15

92% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 61

38% more funds holding in top 10

Funds holding in top 10: 13 → 18 (+5)

11% more capital invested

Capital invested by funds: $1.8B → $2B (+$206M)

10% more funds holding

Funds holding: 215 → 237 (+22)

Holders
237
Holders Change
+22
Holders Change %
+10.23%
% of All Funds
3.76%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.29%
New
39
Increased
117
Reduced
61
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GBWM
Granite Bay Wealth Management
New Hampshire
+$138M
2
B
Bailard
California
+$38.9M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$28M
4
FSG
Financial Strategies Group
Michigan
+$20.8M
5
HBT
Hills Bank & Trust
Iowa
+$20.4M

Top Sellers

Rank Fund Capital Flow
1
CG
Colony Group
Massachusetts
-$76.4M
2
FCH
Freestone Capital Holdings
Washington
-$42.6M
3
CIA
Capital Investment Advisors
Georgia
-$23M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$15.9M
5
I2I
Insight 2811 Inc
Illinois
-$14.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPRC
151
Consolidated Portfolio Review Corp
New York
$576K +$8.45K +355 +1%
SCA
152
Snowden Capital Advisors
New York
$574K -$4.72M -198,552 -89%
AM
153
Atwater Malick
Pennsylvania
$569K -$5.23K -220 -0.9%
Cerity Partners
154
Cerity Partners
New York
$558K -$49.4K -2,076 -8%
BC
155
Barrett & Company
Rhode Island
$526K -$6.21K -261 -1%
RWP
156
Reliant Wealth Planning
Kentucky
$525K +$524K +22,024 New
CIBC World Market
157
CIBC World Market
Ontario, Canada
$523K +$522K +21,950 New
SWA
158
Stratos Wealth Advisors
Ohio
$516K +$515K +21,657 New
WA
159
WESPAC Advisors
California
$509K +$17.4K +730 +4%
RA
160
Ruggaard & Associates
Ohio
$499K +$61.3K +2,575 +14%
CTA
161
Chesley Taft & Associates
Illinois
$482K +$47.6K +2,000 +11%
BHPW
162
Beverly Hills Private Wealth
California
$465K +$464K +19,488 New
SAM
163
Summit Asset Management
Tennessee
$463K – – –
BSG
164
Black Swift Group
Colorado
$458K +$457K +19,200 New
ACM
165
Arlington Capital Management
Illinois
$455K +$404 +17 +0.1%
CSPAM
166
Cary Street Partners Asset Management
Virginia
$455K -$213K -8,949 -32%
AP
167
Arlington Partners
Alabama
$451K +$450K +18,915 New
AT
168
Arlington Trust
Alabama
$451K +$450K +18,915 New
CSI
169
Cross Staff Investments
New York
$436K -$35.7K -1,500 -8%
SG
170
Strid Group
Pennsylvania
$435K +$3.14K +132 +0.7%
ASN
171
Advisory Services Network
Georgia
$435K +$17.8K +748 +4%
CIAS
172
CFS Investment Advisory Services
New Jersey
$434K +$37K +1,555 +9%
MCM
173
Mattern Capital Management
Colorado
$429K – – –
PTC
174
Private Trust Company
Ohio
$408K +$9.21K +387 +2%
RSWM
175
Robertson Stephens Wealth Management
California
$408K +$73.5K +3,090 +22%
5 6
7
8 9

IBTE Hedge Fund Activity: Q3 2023 in Review

237 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Treasury ETF (IBTE) for Q3 2023, worth a combined $2B — up 11% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IBTE positions and 15 closed out — a net gain of 24 holders — while 117 added to existing stakes and 61 trimmed.

The largest buyer was Granite Bay Wealth Management, adding an estimated $138M. The largest seller was Colony Group, cutting an estimated $76.4M.

  • 237 institutional investors held iShares iBonds Dec 2024 Term Treasury ETF (IBTE) as of Q3 2023, up from 215 in Q2 2023.
  • Funds reported $2B of iShares iBonds Dec 2024 Term Treasury ETF stock for Q3 2023, up 11% quarter-over-quarter.
  • 39 funds opened new iShares iBonds Dec 2024 Term Treasury ETF positions in Q3 2023 and 15 closed out, a net change of +24 holders.
  • The largest iShares iBonds Dec 2024 Term Treasury ETF buyer in Q3 2023 was Granite Bay Wealth Management, an estimated $138M added.
  • The largest iShares iBonds Dec 2024 Term Treasury ETF seller in Q3 2023 was Colony Group, an estimated $76.4M sold.

Based on aggregated 13F filings for Q3 2023.