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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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5 hedge funds and large institutions have $6.6M invested in iShares iBonds Dec 2024 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 274 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

98% less funds holding

Funds holding: 285 → 5 (-280)

100% less capital invested

Capital invested by funds: $1.45B → $6.6M (-$1.44B)

100% less funds holding in top 10

Funds holding in top 10: 13 → 0 (-13)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 274

Holders
5
Holders Change
-280
Holders Change %
-98.25%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
1
Reduced
2
Closed
274
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BAM
Belpointe Asset Management
Nevada
+$297K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$120M
2
HPC
HM Payson & Co
Maine
-$89.7M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$84.1M
4
Morgan Stanley
Morgan Stanley
New York
-$83.6M
5
HBT
Hills Bank & Trust
Iowa
-$46.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1
IFP Advisors
Florida
$3.35M -$3.43M -143,430 -51%
BAM
2
Belpointe Asset Management
Nevada
$1.91M +$297K +12,425 +18%
JAG
3
Journey Advisory Group
Kentucky
$1.31M – – –
MFS
4
Mattson Financial Services
Michigan
$14.3K – – –
EB
5
Eastern Bank
Massachusetts
$2.89K -$105K -4,387 -97%
Bank of America
6
Bank of America
North Carolina
– -$120M -4,985,855 Closed
HPC
7
HM Payson & Co
Maine
– -$89.7M -3,738,458 Closed
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
– -$84.1M -3,502,931 Closed
Morgan Stanley
9
Morgan Stanley
New York
– -$83.6M -3,483,427 Closed
HBT
10
Hills Bank & Trust
Iowa
– -$46.7M -1,945,160 Closed
LPL Financial
11
LPL Financial
California
– -$45.4M -1,892,554 Closed
Wells Fargo
12
Wells Fargo
California
– -$42M -1,750,698 Closed
NA
13
NewEdge Advisors
Louisiana
– -$37.6M -1,565,798 Closed
Renaissance Technologies
14
Renaissance Technologies
New York
– -$37.2M -1,551,571 Closed
UBS Group
15
UBS Group
Switzerland
– -$31.9M -1,328,892 Closed
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$28.8M -1,198,830 Closed
CIA
17
Capital Investment Advisors
Georgia
– -$26.4M -1,099,857 Closed
FWTB
18
First Western Trust Bank
Colorado
– -$25.2M -1,051,583 Closed
CWM
19
Connecticut Wealth Management
Connecticut
– -$21.7M -905,926 Closed
CWM
20
Campbell Wealth Management
Virginia
– -$21.6M -901,164 Closed
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
– -$20.9M -870,916 Closed
IWC
22
Integrated Wealth Concepts
Massachusetts
– -$18.2M -756,554 Closed
HAS
23
Horizon Advisory Services
New York
– -$17.4M -723,427 Closed
DWA
24
Delta Wealth Advisors
Indiana
– -$16.4M -684,675 Closed
MCM
25
MV Capital Management
Maryland
– -$15.8M -657,419 Closed
1
2 3 4 5

IBTE Hedge Fund Activity: Q4 2024 in Review

5 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Treasury ETF (IBTE) for Q4 2024, worth a combined $6.6M — down 100% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 274 funds closed out of IBTE and 0 opened new positions — a net loss of 274 holders — while 2 trimmed existing stakes and 1 added.

The largest buyer was Belpointe Asset Management, adding an estimated $297K. The largest seller was Bank of America, exiting entirely with an estimated $120M sold.

  • 5 institutional investors held iShares iBonds Dec 2024 Term Treasury ETF (IBTE) as of Q4 2024, down from 285 in Q3 2024.
  • Funds reported $6.6M of iShares iBonds Dec 2024 Term Treasury ETF stock for Q4 2024, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2024 Term Treasury ETF positions in Q4 2024 and 274 closed out, a net change of -274 holders.
  • The largest iShares iBonds Dec 2024 Term Treasury ETF buyer in Q4 2024 was Belpointe Asset Management, an estimated $297K added.
  • The largest iShares iBonds Dec 2024 Term Treasury ETF seller in Q4 2024 was Bank of America, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2024.