iShares iBonds Dec 2024 Term Treasury ETF
IBTE
IBTE was delisted on the 16th of December, 2024.
290 hedge funds and large institutions have $2.15B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 109 increasing their positions, 110 reducing their positions, and 27 closing their positions.
12% more funds holding in top 10
Funds holding in top 10: 17 → 19 (+2)
0% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 27
1% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 110
2% less capital invested
Capital invested by funds: $2.19B → $2.15B (-$41.6M)
1% less funds holding
Funds holding: 294 → 290 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$58.1M |
| 2 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$17.7M |
| 3 |
DP
Denver PWM
Denver,
Colorado
|
+$15.3M |
| 4 |
ADL
Asset Dedication LLC
San Francisco,
California
|
+$12.2M |
| 5 |
HPC
HM Payson & Co
Portland,
Maine
|
+$6.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$21.1M |
| 2 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
-$19.3M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$16.2M |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$10.7M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$10.3M |
IBTE Hedge Fund Activity: Q2 2024 in Review
290 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Treasury ETF (IBTE) for Q2 2024, worth a combined $2.15B — down 1.9% from $2.19B a quarter earlier.
Fund positioning in IBTE was balanced in Q2 2024: 27 funds opened new positions, 27 closed out, 109 added to existing stakes and 110 trimmed.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $58.1M. The largest seller was Royal Bank of Canada, cutting an estimated $21.1M.
- 290 institutional investors held iShares iBonds Dec 2024 Term Treasury ETF (IBTE) as of Q2 2024, down from 294 in Q1 2024.
- Funds reported $2.15B of iShares iBonds Dec 2024 Term Treasury ETF stock for Q2 2024, down 1.9% quarter-over-quarter.
- 27 funds opened new iShares iBonds Dec 2024 Term Treasury ETF positions in Q2 2024 and 27 closed out, a net change of 0 holders.
- The largest iShares iBonds Dec 2024 Term Treasury ETF buyer in Q2 2024 was CAPTRUST Financial Advisors, an estimated $58.1M added.
- The largest iShares iBonds Dec 2024 Term Treasury ETF seller in Q2 2024 was Royal Bank of Canada, an estimated $21.1M sold.
Based on aggregated 13F filings for Q2 2024.