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IBTE

iShares iBonds Dec 2024 Term Treasury ETF

Delisted

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

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: 2855 (-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: 130 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CPRC
151
Consolidated Portfolio Review Corp
New York
-$745K -31,055 Closed
CWP
152
Cyndeo Wealth Partners
Florida
-$725K -30,220 Closed
AWA
153
Arkadios Wealth Advisors
Georgia
-$723K -30,119 Closed
SPC
154
Sigma Planning Corp
Michigan
-$676K -28,173 Closed
SC
155
Savant Capital
Illinois
-$673K -28,047 Closed
HWM
156
Horizons Wealth Management
North Carolina
-$672K -28,008 Closed
Jane Street
157
Jane Street
New York
-$639K -26,636 Closed
UCFA
158
United Capital Financial Advisors
Texas
-$635K -26,475 Closed
GMFG
159
Greater Midwest Financial Group
Minnesota
-$625K -26,055 Closed
BWM
160
BCS Wealth Management
Tennessee
-$615K -25,634 Closed
RW
161
RVW Wealth
California
-$614K -25,565 Closed
GRP
162
Global Retirement Partners
California
-$605K -25,199 Closed
GWM
163
Geneos Wealth Management
Colorado
-$589K -24,537 Closed
EWA
164
ERTS Wealth Advisors
Michigan
-$548K -22,845 Closed
KOC
165
Koss-Olinger Consulting
Florida
-$531K -22,129 Closed
BC
166
Barrett & Company
Rhode Island
-$528K -21,989 Closed
CIBC World Market
167
CIBC World Market
Ontario, Canada
-$527K -21,950 Closed
GHA
168
Granite Harbor Advisors
Texas
-$522K -21,765 Closed
CIA
169
Compass Ion Advisors
Pennsylvania
-$522K -21,731 Closed
AM
170
Atwater Malick
Pennsylvania
-$491K -20,443 Closed
SG
171
StoneX Group
New York
-$487K -20,287 Closed
WA
172
WESPAC Advisors
California
-$478K -19,900 Closed
MAS
173
Madden Advisory Services
Florida
-$475K -19,808 Closed
FFG
174
Foundry Financial Group
New Hampshire
-$468K -19,508 Closed
CSPIA
175
Cary Street Partners Investment Advisory
Virginia
-$467K -19,452 Closed

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.