We are live on ! Find out more
IBTE

iShares iBonds Dec 2024 Term Treasury ETF

Delisted

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

52 hedge funds and large institutions have $238M invested in iShares iBonds Dec 2024 Term Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 19 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 2

383% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 6

134% more capital invested

Capital invested by funds: $101M → $238M (+$136M)

79% more funds holding

Funds holding: 2952 (+23)

Holders
52
Holders Change
+23
Holders Change %
+79.31%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
19
Reduced
2
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Capital Investment Advisors
Georgia
$37.8M +$30.2M +1,231,770 +389%
CAN
2
Cetera Advisor Networks
California
$34.3M +$1.2M +49,135 +4%
NA
3
NewEdge Advisors
Louisiana
$31M +$30.7M +1,251,665 +7,623%
Stifel Financial
4
Stifel Financial
Missouri
$14.7M +$864K +35,291 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.4M +$12.4M +507,345 +85,991%
CIM
6
Confluence Investment Management
Missouri
$12.1M -$78K -3,184 -0.6%
SPF
7
Steven Patrick Farmer
$12.1M +$12.2M +496,217 New
Wells Fargo
8
Wells Fargo
California
$9.81M +$8.81M +359,816 +859%
HighTower Advisors
9
HighTower Advisors
Illinois
$8.84M +$1.7M +69,554 +24%
GI
10
Gradient Investments
Minnesota
$8.81M +$8.84M +360,832 New
Bank of America
11
Bank of America
North Carolina
$7.6M +$5.44M +222,275 +250%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$7M +$269K +10,988 +4%
RWP
13
Reliant Wealth Planning
Kentucky
$6.16M +$6.17M +252,130 New
UBS Group
14
UBS Group
Switzerland
$5.79M +$5.8M +236,844 New
SBL
15
Sargent Bickham Lagudis
Colorado
$3.82M +$2.55M +103,992 +199%
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.81M +$3.82M +155,845 New
PAS
17
Park Avenue Securities
New York
$3.14M +$1.13M +46,126 +56%
RJA
18
Raymond James & Associates
Florida
$1.98M +$521K +21,255 +35%
LPL Financial
19
LPL Financial
California
$1.83M +$1.83M +74,889 New
BEI
20
Benjamin Edwards Inc
Missouri
$1.64M +$546K +22,278 +50%
Citadel Advisors
21
Citadel Advisors
Florida
$1.22M +$14.9K +609 +1%
CW
22
CreativeOne Wealth
Kansas
$985K +$988K +40,325 New
KAS
23
Kestra Advisory Services
Texas
$912K +$914K +37,342 New
AWS
24
AJ Wealth Strategies
New York
$782K +$784K +32,008 New
TWA
25
Tillar-Wenstrup Advisors
Ohio
$729K +$731K +29,840 New

IBTE Hedge Fund Activity: Q2 2022 in Review

52 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Treasury ETF (IBTE) for Q2 2022, worth a combined $238M — up 134% from $101M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IBTE positions and 6 closed out — a net gain of 23 holders — while 19 added to existing stakes and 2 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $30.7M. The largest seller was Jane Street, exiting entirely with an estimated $4.73M sold.

  • 52 institutional investors held iShares iBonds Dec 2024 Term Treasury ETF (IBTE) as of Q2 2022, up from 29 in Q1 2022.
  • Funds reported $238M of iShares iBonds Dec 2024 Term Treasury ETF stock for Q2 2022, up 134% quarter-over-quarter.
  • 29 funds opened new iShares iBonds Dec 2024 Term Treasury ETF positions in Q2 2022 and 6 closed out, a net change of +23 holders.
  • The largest iShares iBonds Dec 2024 Term Treasury ETF buyer in Q2 2022 was NewEdge Advisors, an estimated $30.7M added.
  • The largest iShares iBonds Dec 2024 Term Treasury ETF seller in Q2 2022 was Jane Street, an estimated $4.73M sold.

Based on aggregated 13F filings for Q2 2022.