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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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21 hedge funds and large institutions have $42.8M invested in iShares iBonds Dec 2024 Term Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 0 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $32.5M → $42.8M (+$10.3M)

31% more funds holding

Funds holding: 16 → 21 (+5)

Holders
21
Holders Change
+5
Holders Change %
+31.25%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$2.76M
2
BFEC
Benjamin F. Edwards & Company
Missouri
+$1.55M
3
CIM
Confluence Investment Management
Missouri
+$1.06M
4
EIA
Eldridge Investment Advisors
New Hampshire
+$947K
5
PAS
Park Avenue Securities
New York
+$759K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$13.8M +$2.76M +108,267 +25%
CIM
2
Confluence Investment Management
Missouri
$12.4M +$1.06M +41,367 +9%
BFEC
3
Benjamin F. Edwards & Company
Missouri
$6.71M +$1.55M +60,853 +30%
PAS
4
Park Avenue Securities
New York
$1.76M +$759K +29,723 +76%
BEI
5
Benjamin Edwards Inc
Missouri
$1.21M +$491K +19,248 +68%
Jane Street
6
Jane Street
New York
$1.02M +$265K +10,397 +35%
Citadel Advisors
7
Citadel Advisors
Florida
$999K +$416K +16,310 +71%
EIA
8
Eldridge Investment Advisors
New Hampshire
$944K +$947K +37,100 New
Bank of America
9
Bank of America
North Carolina
$687K +$229K +8,954 +50%
APA
10
American Portfolios Advisors
New York
$621K +$623K +24,392 New
RJA
11
Raymond James & Associates
Florida
$596K +$598K +23,420 New
Cerity Partners
12
Cerity Partners
New York
$446K +$448K +17,532 New
MC
13
Matisse Capital
Oregon
$440K – – –
APW
14
Atlantic Private Wealth
North Carolina
$327K +$328K +12,862 New
BWM
15
BerganKDV Wealth Management
Minnesota
$275K +$102K +4,000 +59%
AM
16
Atwater Malick
Pennsylvania
$242K +$9.98K +391 +4%
AIM
17
Arcadia Investment Management
Michigan
$165K – – –
Osaic Holdings
18
Osaic Holdings
Arizona
$74K +$25.5K +998 +52%
UBS Group
19
UBS Group
Switzerland
$56K +$36.4K +1,424 +181%
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$49.2K – – –
CTC
21
Central Trust Company
Missouri
$35K – – –

IBTE Hedge Fund Activity: Q4 2021 in Review

21 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Treasury ETF (IBTE) for Q4 2021, worth a combined $42.8M — up 32% from $32.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IBTE positions and 0 closed out — a net gain of 5 holders — while 12 added to existing stakes and 0 trimmed.

The largest buyer was Stifel Financial, adding an estimated $2.76M.

  • 21 institutional investors held iShares iBonds Dec 2024 Term Treasury ETF (IBTE) as of Q4 2021, up from 16 in Q3 2021.
  • Funds reported $42.8M of iShares iBonds Dec 2024 Term Treasury ETF stock for Q4 2021, up 32% quarter-over-quarter.
  • 5 funds opened new iShares iBonds Dec 2024 Term Treasury ETF positions in Q4 2021 and 0 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2024 Term Treasury ETF buyer in Q4 2021 was Stifel Financial, an estimated $2.76M added.

Based on aggregated 13F filings for Q4 2021.