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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
OSNBOA
201
Old Second National Bank of Aurora
Illinois
-$304K -12,670 Closed
TSS
202
Two Sigma Securities
New York
-$299K -12,477 Closed
SEIA
203
Signature Estate & Investment Advisors
California
-$298K -12,402 Closed
CA
204
Claro Advisors
Massachusetts
-$287K -11,967 Closed
AAS
205
Avantax Advisory Services
Texas
-$284K -11,844 Closed
FPAS
206
Focus Partners Advisor Solutions
Missouri
-$278K -11,565 Closed
NWM
207
Northwest Wealth Management
Iowa
-$278K -11,565 Closed
BSSFA
208
Baron Silver Stevens Financial Advisors
Florida
-$270K -11,263 Closed
AWM
209
Alterna Wealth Management
Texas
-$267K -11,115 Closed
CSIA
210
Conrad Siegel Investment Advisors
Pennsylvania
-$257K -10,703 Closed
Empower Advisory Group
211
Empower Advisory Group
Colorado
-$251K -10,464 Closed
CIAS
212
CFS Investment Advisory Services
New Jersey
-$251K -10,459 Closed
AT
213
American Trust
Kentucky
-$250K -10,436 Closed
OIA
214
OneDigital Investment Advisors
Kansas
-$240K -9,994 Closed
AI
215
Atria Investments
North Carolina
-$240K -9,988 Closed
EW
216
Element Wealth
Mississippi
-$239K -9,970 Closed
DAS
217
Diversify Advisory Services
Utah
-$233K -9,728 Closed
BCCM
218
Black Cypress Capital Management
Florida
-$229K -9,545 Closed
Koshinski Asset Management
219
Koshinski Asset Management
Illinois
-$226K -9,436 Closed
Corient Private Wealth
220
Corient Private Wealth
Florida
-$221K -9,220 Closed
GSC
221
G&S Capital
Colorado
-$215K -8,967 Closed
I2I
222
Insight 2811 Inc
Illinois
-$208K -8,661 Closed
LF
223
Lantz Financial
Illinois
-$207K -8,605 Closed
PA
224
Pineridge Advisors
Missouri
-$206K -8,588 Closed
ATPW
225
Ashton Thomas Private Wealth
Arizona
-$203K -8,450 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.