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 %
CT
251
Colonial Trust
South Carolina
$73.8K +$264 +11 +0.4%
CA
252
Crewe Advisors
Utah
$73.6K – – –
WT
253
Washington Trust
Rhode Island
$71.9K – – –
CFO
254
CVA Family Office
Colorado
$70.5K – – –
BWL
255
Bogart Wealth LLC
Virginia
$67.3K – – –
SWC
256
Spectrum Wealth Counsel
Indiana
$65.7K -$1.01K -42 -2%
HIA
257
Harbor Investment Advisory
Maryland
$60K – – –
UCB
258
United Community Bank
South Carolina
$48.9K +$1.03K +43 +2%
CAL
259
Capital Analysts LLC
Pennsylvania
$45K – – –
HWA
260
HHM Wealth Advisors
Tennessee
$42K – – –
WBC
261
West Branch Capital
Massachusetts
$36K – – –
FCA
262
FinTrust Capital Advisors
South Carolina
$35.3K – – –
RF
263
Robbins Farley
New Hampshire
$32K – – –
CA
264
CoreCap Advisors
Michigan
$30K -$103K -4,295 -77%
BFA
265
Brown Financial Advisors
Ohio
$27.7K +$27.7K +1,154 New
AIM
266
Access Investment Management
Georgia
$24.2K – – –
GEA
267
Glen Eagle Advisors
New Jersey
$23.1K – – –
FMP
268
Financial Management Professionals
Texas
$22K +$22K +936 New
ATC
269
Adirondack Trust Company
New York
$17.2K – – –
FPB
270
First PREMIER Bank
South Dakota
$16K – – –
AF
271
Advisornet Financial
Minnesota
$14.3K +$168 +7 +1%
MFS
272
Mattson Financial Services
Michigan
$14.3K +$14.3K +595 New
PCM
273
Penserra Capital Management
California
$8K +$265 +11 +3%
EPW
274
Evergreen Private Wealth
Colorado
$6.93K +$24 +1 +0.3%
AWM
275
AllSquare Wealth Management
New York
$5.04K – – –
9 10
11
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