iShares iBonds Dec 2024 Term Treasury ETF
IBTE
IBTE was delisted on the 16th of December, 2024.
215 hedge funds and large institutions have $1.8B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 114 increasing their positions, 45 reducing their positions, and 18 closing their positions.
153% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 45
72% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 18
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
7% more capital invested
Capital invested by funds: $1.69B → $1.8B (+$112M)
6% more funds holding
Funds holding: 203 → 215 (+12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
+$42.7M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$41.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$16.8M |
| 4 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
+$11.6M |
| 5 |
HBT
Hills Bank & Trust
North Liberty,
Iowa
|
+$9.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$36.4M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$31.7M |
| 3 |
B
Bailard
Foster City,
California
|
-$16.5M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$13M |
| 5 |
Jane Street
New York
|
-$8.93M |
IBTE Hedge Fund Activity: Q2 2023 in Review
215 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Treasury ETF (IBTE) for Q2 2023, worth a combined $1.8B — up 6.6% from $1.69B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IBTE positions and 18 closed out — a net gain of 13 holders — while 114 added to existing stakes and 45 trimmed.
The largest buyer was Freestone Capital Holdings, opening a new position worth an estimated $42.7M. The largest seller was Cetera Advisor Networks, cutting an estimated $36.4M.
- 215 institutional investors held iShares iBonds Dec 2024 Term Treasury ETF (IBTE) as of Q2 2023, up from 203 in Q1 2023.
- Funds reported $1.8B of iShares iBonds Dec 2024 Term Treasury ETF stock for Q2 2023, up 6.6% quarter-over-quarter.
- 31 funds opened new iShares iBonds Dec 2024 Term Treasury ETF positions in Q2 2023 and 18 closed out, a net change of +13 holders.
- The largest iShares iBonds Dec 2024 Term Treasury ETF buyer in Q2 2023 was Freestone Capital Holdings, an estimated $42.7M added.
- The largest iShares iBonds Dec 2024 Term Treasury ETF seller in Q2 2023 was Cetera Advisor Networks, an estimated $36.4M sold.
Based on aggregated 13F filings for Q2 2023.