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 %
RF
276
Robbins Farley
New Hampshire
$32K – – –
AIM
277
Access Investment Management
Georgia
$24.2K +$24.2K +1,010 New
GEA
278
Glen Eagle Advisors
New Jersey
$23.1K +$23.1K +965 New
ATC
279
Adirondack Trust Company
New York
$17.2K – – –
FPB
280
First PREMIER Bank
South Dakota
$16K +$1.59K +66 +11%
AF
281
Advisornet Financial
Minnesota
$14.1K +$96 +4 +0.7%
TRCT
282
Tower Research Capital (TRC)
New York
$10.2K +$10.2K +426 New
PCM
283
Penserra Capital Management
California
$7K +$240 +11 +4%
EPW
284
Evergreen Private Wealth
Colorado
$6.9K -$2.75M -114,865 -100%
AWM
285
AllSquare Wealth Management
New York
$5.03K – – –
EWM
286
Evermay Wealth Management
Virginia
$4.91K -$73.4K -3,067 -94%
SS
287
Sunbelt Securities
Texas
$4.64K – – –
KFI
288
Key Financial Inc
Pennsylvania
$4.02K – – –
AssetMark Inc
289
AssetMark Inc
California
$3.71K +$3.71K +155 New
PNC Financial Services Group
290
PNC Financial Services Group
Pennsylvania
$1.22K +$1.22K +51 New
NRG
291
Nemes Rush Group
Michigan
$1.1K – – –
Fidelity Investments
292
Fidelity Investments
Massachusetts
$479 +$24 +1 +5%
CIM
293
Confluence Investment Management
Missouri
– -$14.2M -593,073 Closed
CCP
294
Carmel Capital Partners
California
– -$4.72M -197,888 Closed
RHP
295
Royal Harbor Partners
Texas
– -$3.34M -140,098 Closed
KOC
296
Koss-Olinger Consulting
Florida
– -$490K -20,525 Closed
AllianceBernstein
297
AllianceBernstein
Tennessee
– -$478K -20,039 Closed
PWM
298
Perigon Wealth Management
California
– -$477K -19,989 Closed
AP
299
Arlington Partners
Alabama
– -$451K -18,915 Closed
SIM
300
Stratos Investment Management
Ohio
– -$315K -13,190 Closed
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