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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288 hedge funds and large institutions have $2.13B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-3
Holders Change %
-1.03%
% of All Funds
4.19%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
27
Increased
107
Reduced
110
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$58.3M
2
SWA
Stratos Wealth Advisors
Ohio
+$17.8M
3
DP
Denver PWM
Colorado
+$15.3M
4
ADL
Asset Dedication LLC
California
+$12.2M
5
HPC
HM Payson & Co
Maine
+$6.34M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$21.1M
2
FA
Faithward Advisors
Pennsylvania
-$19.3M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$16.2M
4
BAM
Belpointe Asset Management
Nevada
-$10.8M
5
UBS Group
UBS Group
Switzerland
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
226
Diversify Advisory Services
Utah
$233K +$233K +9,728 New
IWM
227
IHT Wealth Management
Illinois
$231K -$79.8K -3,336 -26%
CSPAM
228
Cary Street Partners Asset Management
Virginia
$228K – – –
Koshinski Asset Management
229
Koshinski Asset Management
Illinois
$226K -$59.8K -2,500 -21%
Comerica Bank
230
Comerica Bank
Texas
$217K +$42.9K +1,790 +25%
SG
231
StoneX Group
New York
$216K -$101K -4,232 -32%
GSC
232
G&S Capital
Colorado
$213K +$3.3K +138 +2%
CIAS
233
CFS Investment Advisory Services
New Jersey
$211K -$528 -22 -0.2%
I2I
234
Insight 2811 Inc
Illinois
$208K – – –
PP
235
Prosperity Planning
Missouri
$206K +$206K +8,584 New
PA
236
Pineridge Advisors
Missouri
$203K +$2.35K +98 +1%
MWM
237
Mascoma Wealth Management
New Hampshire
$201K -$126K -5,246 -38%
GT
238
Glenview Trust
Kentucky
$201K – – –
LWANC
239
Laurel Wealth Advisors (North Carolina)
North Carolina
$173K -$38.4K -1,600 -18%
TPCM
240
Templeton & Phillips Capital Management
Tennessee
$173K – – –
AIM
241
Arcadia Investment Management
Michigan
$156K – – –
PGAM
242
Princeton Global Asset Management
New Jersey
$153K +$839 +35 +0.6%
PCMC
243
Private Capital Management (Colorado)
Colorado
$132K – – –
BL
244
Balentine LLC
Georgia
$131K +$504 +21 +0.4%
William Blair & Company
245
William Blair & Company
Illinois
$124K +$124K +5,151 New
SWM
246
Spire Wealth Management
Virginia
$109K – – –
PB
247
Pinnacle Bancorp
Nebraska
$95.4K – – –
FHA
248
First Horizon Advisors
Tennessee
$91.5K +$480 +20 +0.5%
OLVIG
249
Oliver Lagore Vanvalin Investment Group
Michigan
$76.6K -$177K -7,388 -70%
GIA
250
GHP Investment Advisors
Colorado
$76.2K – – –
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