IBTE

iShares iBonds Dec 2024 Term Treasury ETF
IBTE

Overview Fund Activity
Delisted

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

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277 hedge funds and large institutions have $2.25B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 125 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+40
Holders Change %
+16.88%
% of All Funds
4.06%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
62
Increased
125
Reduced
64
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$66.7M
2
HPC
HM Payson & Co
Maine
+$52.5M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$23.8M
4
ICG
InterOcean Capital Group
Tennessee
+$17.9M
5
Renaissance Technologies
Renaissance Technologies
New York
+$16.7M

Top Sellers

1
B
Bailard
California
-$29.8M
2
GBWM
Granite Bay Wealth Management
New Hampshire
-$20.8M
3
SL
Summitry LLC
California
-$20.6M
4
NA
NewEdge Advisors
Louisiana
-$13M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
226
Alterna Wealth Management
Texas
$273K +$273K +11,427 New
GWP
227
Gateway Wealth Partners
Wisconsin
$272K -$8.82M -369,540 -97%
ATPW
228
Ashton Thomas Private Wealth
Arizona
$259K +$259K +10,871 New
SFC
229
Strategic Financial Concepts
Texas
$255K +$255K +10,689 New
CSIA
230
Conrad Siegel Investment Advisors
Pennsylvania
$241K +$3.39K +142 +1%
TSS
231
Two Sigma Securities
New York
$241K +$241K +10,081 New
CFGL
232
Cambridge Financial Group, LLC
Arizona
$237K +$237K +9,951 New
LWANC
233
Laurel Wealth Advisors (North Carolina)
North Carolina
$236K +$160K +6,700 +209%
SCM
234
SevenOneSeven Capital Management
Pennsylvania
$226K -$1.93M -80,837 -89%
SG
235
StoneX Group
New York
$218K +$218K +9,141 New
GSC
236
G&S Capital
Colorado
$207K -$2.32M -97,193 -92%
PP
237
Prosperity Planning
Missouri
$205K – – –
SAM
238
Summit Asset Management
Tennessee
$203K -$261K -10,940 -56%
GT
239
Glenview Trust
Kentucky
$200K – – –
PA
240
Pineridge Advisors
Missouri
$200K +$200K +8,385 New
Comerica Bank
241
Comerica Bank
Texas
$172K +$32.4K +1,358 +23%
TPCM
242
Templeton & Phillips Capital Management
Tennessee
$172K +$172K +7,200 New
AIM
243
Arcadia Investment Management
Michigan
$155K – – –
PGAM
244
Princeton Global Asset Management
New Jersey
$95K +$5.54K +232 +6%
PB
245
Pinnacle Bancorp
Nebraska
$94.9K – – –
FHA
246
First Horizon Advisors
Tennessee
$90.3K +$90.3K +3,783 New
MSWM
247
McGlone Suttner Wealth Management
Wisconsin
$83.6K +$83.6K +3,502 New
EWM
248
Evermay Wealth Management
Virginia
$78.1K -$2.92M -122,438 -97%
GIA
249
GHP Investment Advisors
Colorado
$75.8K – – –
CA
250
Crewe Advisors
Utah
$73.3K +$73.3K +3,070 New
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