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IBTE

iShares iBonds Dec 2024 Term Treasury ETF

Delisted

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

29 hedge funds and large institutions have $101M invested in iShares iBonds Dec 2024 Term Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 2

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

137% more capital invested

Capital invested by funds: $42.8M → $101M (+$58.5M)

38% more funds holding

Funds holding: 2129 (+8)

Holders
29
Holders Change
+8
Holders Change %
+38.1%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
12
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
1
Cetera Advisor Networks
California
$33.4M +$34M +1,356,676 New
Stifel Financial
2
Stifel Financial
Missouri
$13.9M +$628K +25,078 +5%
CIM
3
Confluence Investment Management
Missouri
$12.3M +$281K +11,201 +2%
CIA
4
Capital Investment Advisors
Georgia
$7.8M +$7.93M +316,636 New
HighTower Advisors
5
HighTower Advisors
Illinois
$7.2M +$7.32M +292,050 New
BFEC
6
Benjamin F. Edwards & Company
Missouri
$6.79M +$295K +11,775 +4%
Jane Street
7
Jane Street
New York
$4.73M +$3.8M +151,580 +378%
Bank of America
8
Bank of America
North Carolina
$2.19M +$1.55M +61,900 +229%
PAS
9
Park Avenue Securities
New York
$2.03M +$333K +13,305 +19%
RJA
10
Raymond James & Associates
Florida
$1.48M +$914K +36,479 +156%
EIA
11
Eldridge Investment Advisors
New Hampshire
$1.45M +$549K +21,900 +59%
SBL
12
Sargent Bickham Lagudis
Colorado
$1.29M +$1.31M +52,253 New
Citadel Advisors
13
Citadel Advisors
Florida
$1.22M +$254K +10,134 +26%
BEI
14
Benjamin Edwards Inc
Missouri
$1.11M -$70.5K -2,813 -6%
Wells Fargo
15
Wells Fargo
California
$1.03M +$1.05M +41,864 New
APA
16
American Portfolios Advisors
New York
$605K +$3.88K +155 +0.6%
MC
17
Matisse Capital
Oregon
$426K
NA
18
NewEdge Advisors
Louisiana
$405K +$411K +16,419 New
FTUS
19
Flow Traders U.S.
New York
$369K +$375K +14,977 New
OC
20
Oppenheimer & Co
New York
$363K +$369K +14,716 New
APW
21
Atlantic Private Wealth
North Carolina
$317K +$175 +7 +0.1%
BWM
22
BerganKDV Wealth Management
Minnesota
$266K
AM
23
Atwater Malick
Pennsylvania
$235K
AIM
24
Arcadia Investment Management
Michigan
$160K
AF
25
Advisornet Financial
Minnesota
$85K +$86K +3,433 New

IBTE Hedge Fund Activity: Q1 2022 in Review

29 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Treasury ETF (IBTE) for Q1 2022, worth a combined $101M — up 137% from $42.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBTE positions and 2 closed out — a net gain of 8 holders — while 12 added to existing stakes and 2 trimmed.

The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $34M. The largest seller was Cerity Partners, exiting entirely with an estimated $446K sold.

  • 29 institutional investors held iShares iBonds Dec 2024 Term Treasury ETF (IBTE) as of Q1 2022, up from 21 in Q4 2021.
  • Funds reported $101M of iShares iBonds Dec 2024 Term Treasury ETF stock for Q1 2022, up 137% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2024 Term Treasury ETF positions in Q1 2022 and 2 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2024 Term Treasury ETF buyer in Q1 2022 was Cetera Advisor Networks, an estimated $34M added.
  • The largest iShares iBonds Dec 2024 Term Treasury ETF seller in Q1 2022 was Cerity Partners, an estimated $446K sold.

Based on aggregated 13F filings for Q1 2022.