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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
JFG
176
JDM Financial Group
Texas
$397K +$23.9K +1,005 +6%
AAS
177
Ameritas Advisory Services
Nebraska
$383K +$383K +16,100 New
WHCI
178
W.H. Cornerstone Investments
Massachusetts
$374K +$6.18K +260 +2%
OSNBOA
179
Old Second National Bank of Aurora
Illinois
$363K -$10.7K -450 -3%
Corient Private Wealth
180
Corient Private Wealth
Florida
$355K +$355K +14,910 New
Wealth Enhancement Advisory Services
181
Wealth Enhancement Advisory Services
Minnesota
$350K +$350K +14,698 New
AWP
182
Accretive Wealth Partners
New Jersey
$343K – – –
NDSI
183
Newman Dignan & Sheerar Inc
Rhode Island
$338K -$1.59K -67 -0.5%
CFS
184
Commonwealth Financial Services
West Virginia
$335K +$335K +14,068 New
GAM
185
Gould Asset Management
California
$333K -$18.6K -780 -5%
MWM
186
Mascoma Wealth Management
New Hampshire
$327K – – –
GHA
187
Granite Harbor Advisors
Texas
$319K -$2.62K -110 -0.8%
CA
188
Cetera Advisors
Colorado
$319K -$16.2K -682 -5%
AAS
189
Avantax Advisory Services
Texas
$316K – – –
FWM
190
Focused Wealth Management
New York
$311K +$35.3K +1,484 +13%
LA
191
LVW Advisors
New York
$288K – – –
GSB
192
Greenfield Savings Bank
Massachusetts
$283K +$4.76K +200 +2%
BFP
193
Beacon Financial Planning
Massachusetts
$261K +$56.1K +2,360 +27%
TFS
194
Thoroughbred Financial Services
Tennessee
$259K +$259K +10,873 New
JWCA
195
J.W. Cole Advisors
Florida
$256K -$16.5K -692 -6%
MBT
196
Montecito Bank & Trust
California
$250K +$250K +10,495 New
Koshinski Asset Management
197
Koshinski Asset Management
Illinois
$240K -$40.7K -1,711 -15%
CSIA
198
Conrad Siegel Investment Advisors
Pennsylvania
$237K +$19.1K +801 +9%
KOC
199
Koss-Olinger Consulting
Florida
$237K +$236K +9,932 New
TA
200
TKG Advisors
Indiana
$230K +$19.6K +822 +9%
6 7
8
9 10

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.