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 %
TFGT
276
TS Financial Group (TSFG)
Illinois
$5K +$5K +210 New
EWM
277
Evermay Wealth Management
Virginia
$4.92K – – –
DJSG
278
D.J. St. Germain
Massachusetts
$4.7K +$4.7K +196 New
SS
279
Sunbelt Securities
Texas
$4.65K – – –
KFI
280
Key Financial Inc
Pennsylvania
$4.03K – – –
LWA
281
Lowe Wealth Advisors
Maryland
$2.25K +$2.25K +94 New
ANBT
282
American National Bank & Trust
Texas
$1.32K +$1.32K +55 New
NRG
283
Nemes Rush Group
Michigan
$1.3K +$192 +8 +17%
PNC Financial Services Group
284
PNC Financial Services Group
Pennsylvania
$1.22K – – –
JFG
285
JDM Financial Group
Texas
$640 -$452K -19,066 -100%
RWA
286
Redmont Wealth Advisors
Illinois
$504 +$504 +21 New
Citigroup
287
Citigroup
New York
$144 +$144 +6 New
Fidelity Investments
288
Fidelity Investments
Massachusetts
$24 -$456 -19 -95%
GAA
289
Global Assets Advisory
Florida
– -$8M -187,726 Closed
Citadel Advisors
290
Citadel Advisors
Florida
– -$2.35M -98,008 Closed
IMA
291
Investment Management Associates
Colorado
– -$2M -83,601 Closed
BFEC
292
Benjamin F. Edwards & Company
Missouri
– -$1.93M -80,455 Closed
RI
293
Rinkey Investments
California
– -$1.85M -77,106 Closed
LNC
294
Lincoln National Corp
Pennsylvania
– -$1.26M -52,643 Closed
PIS
295
POM Investment Strategies
North Carolina
– -$890K -37,187 Closed
MA
296
Mutual Advisors
Nebraska
– -$878K -36,693 Closed
RA
297
Ruggaard & Associates
Ohio
– -$807K -33,698 Closed
PI
298
PFG Investments
New York
– -$649K -27,115 Closed
RPSA
299
Richard P. Slaughter Associates
Texas
– -$523K -21,864 Closed
AT
300
Arlington Trust
Alabama
– -$453K -18,915 Closed
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