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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291 hedge funds and large institutions have $2.18B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 131 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+14
Holders Change %
+5.05%
% of All Funds
4.22%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
36
Increased
131
Reduced
87
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$56.4M
2
HPC
HM Payson & Co
Maine
+$35M
3
FWTB
First Western Trust Bank
Colorado
+$29.4M
4
Bank of America
Bank of America
North Carolina
+$21.2M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$17.3M

Top Sellers

1
GBWM
Granite Bay Wealth Management
New Hampshire
-$119M
2
Morgan Stanley
Morgan Stanley
New York
-$86.2M
3
UBS Group
UBS Group
Switzerland
-$26.6M
4
CWM
Campbell Wealth Management
Virginia
-$23.3M
5
Stifel Financial
Stifel Financial
Missouri
-$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
251
Pineridge Advisors
Missouri
$201K – – –
Comerica Bank
252
Comerica Bank
Texas
$174K +$1.17K +49 +0.7%
TPCM
253
Templeton & Phillips Capital Management
Tennessee
$172K – – –
AIM
254
Arcadia Investment Management
Michigan
$156K – – –
PGAM
255
Princeton Global Asset Management
New Jersey
$152K +$56.8K +2,372 +60%
CA
256
CoreCap Advisors
Michigan
$133K +$133K +5,546 New
PCMC
257
Private Capital Management (Colorado)
Colorado
$131K +$131K +5,485 New
BL
258
Balentine LLC
Georgia
$130K +$130K +5,441 New
SWM
259
Spire Wealth Management
Virginia
$109K +$75.1K +3,138 +224%
PB
260
Pinnacle Bancorp
Nebraska
$95.2K – – –
FHA
261
First Horizon Advisors
Tennessee
$90.9K +$287 +12 +0.3%
GIA
262
GHP Investment Advisors
Colorado
$76K – – –
CA
263
Crewe Advisors
Utah
$73.5K – – –
CT
264
Colonial Trust
South Carolina
$73.4K – – –
WT
265
Washington Trust
Rhode Island
$71.8K +$71.8K +3,000 New
CFO
266
CVA Family Office
Colorado
$70.4K – – –
BWL
267
Bogart Wealth LLC
Virginia
$67.2K -$1.65K -69 -2%
SWC
268
Spectrum Wealth Counsel
Indiana
$66.6K – – –
HIA
269
Harbor Investment Advisory
Maryland
$59.9K – – –
WIC
270
Woodmont Investment Counsel
Tennessee
$59.9K +$59.9K +2,500 New
UCB
271
United Community Bank
South Carolina
$47.8K +$47.8K +1,996 New
CAL
272
Capital Analysts LLC
Pennsylvania
$45K – – –
HWA
273
HHM Wealth Advisors
Tennessee
$41.9K – – –
WBC
274
West Branch Capital
Massachusetts
$35.9K – – –
FCA
275
FinTrust Capital Advisors
South Carolina
$35.2K – – –
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11
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