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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
TFS
176
Thoroughbred Financial Services
Tennessee
-$465K -19,393 Closed
AUB
177
Atlantic Union Bankshares
Virginia
-$462K -19,244 Closed
ASN
178
Advisory Services Network
Georgia
-$461K -19,234 Closed
CIBC Private Wealth Group
179
CIBC Private Wealth Group
Georgia
-$454K -18,935 Closed
SWMG
180
Signature Wealth Management Group
Georgia
-$449K -18,724 Closed
SPWM
181
Straight Path Wealth Management
Michigan
-$416K -17,348 Closed
RW
182
REDW Wealth
New Mexico
-$414K -17,255 Closed
BPA
183
Beacon Pointe Advisors
California
-$405K -16,881 Closed
JIR
184
James Investment Research
Ohio
-$403K -16,775 Closed
CB
185
Commerce Bank
Missouri
-$395K -16,471 Closed
RSWM
186
Robertson Stephens Wealth Management
California
-$392K -16,340 Closed
IFG
187
Independent Financial Group
California
-$389K -16,214 Closed
GBWM
188
Granite Bay Wealth Management
New Hampshire
-$384K -16,000 Closed
PTC
189
Private Trust Company
Ohio
-$374K -15,594 Closed
GSB
190
Greenfield Savings Bank
Massachusetts
-$364K -15,148 Closed
AWM
191
Apollon Wealth Management
South Carolina
-$353K -14,711 Closed
AC
192
Apella Capital
Connecticut
-$349K -14,622 Closed
MC
193
McCarthy & Cox
Ohio
-$345K -14,382 Closed
SCM
194
Steele Capital Management
Iowa
-$344K -14,316 Closed
Wealth Enhancement Advisory Services
195
Wealth Enhancement Advisory Services
Minnesota
-$343K -14,308 Closed
CSI
196
Cross Staff Investments
New York
-$340K -14,185 Closed
SW
197
Simplicity Wealth
New Jersey
-$339K -14,139 Closed
CFS
198
Commonwealth Financial Services
West Virginia
-$333K -13,924 Closed
JWCA
199
J.W. Cole Advisors
Florida
-$317K -13,229 Closed
PS
200
Principal Securities
Iowa
-$307K -12,781 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.