IBTE

iShares iBonds Dec 2024 Term Treasury ETF

Delisted

IBTE was delisted on the 16th of December, 2024.

203 hedge funds and large institutions have $1.69B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 107 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+35
Holders Change %
+20.83%
% of All Funds
3.25%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
47
Increased
107
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$13M +$977K +40,681 +8%
CIM
27
Confluence Investment Management
Missouri
$12.6M -$472K -19,656 -4%
IA
28
IFP Advisors
Florida
$12.5M +$1.14M +45,453 +10%
DE
29
Day & Ennis
Georgia
$12.3M +$1.44M +59,795 +13%
SWM
30
Scissortail Wealth Management
Oklahoma
$11.7M -$121K -5,028 -1%
KF
31
Krilogy Financial
Missouri
$11.5M +$4.05M +168,860 +55%
CTC
32
Central Trust Company
Missouri
$11.3M +$1.88M +78,482 +20%
IWC
33
Integrated Wealth Concepts
Massachusetts
$10.6M +$3.55M +147,952 +50%
KTM
34
Keeler Thomas Management
Utah
$10.2M +$8.83M +367,641 +661%
BEAM
35
Baker Ellis Asset Management
Washington
$9.86M +$1.01M +42,048 +11%
RJA
36
Raymond James & Associates
Florida
$9.65M +$2.89M +120,187 +43%
PJSIMP
37
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.2M +$1.36M +56,657 +17%
GWP
38
Gateway Wealth Partners
Wisconsin
$8.14M +$2.15M +89,537 +36%
BWFA
39
Baltimore-Washington Financial Advisors
Maryland
$8.11M +$1.53M +63,722 +23%
SC
40
Stephens Consulting
Michigan
$7.62M +$140K +5,840 +2%
AWM
41
AE Wealth Management
Kansas
$7.44M +$6.61M +275,412 +797%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$7.39M -$3.44M -143,198 -32%
ICG
43
InterOcean Capital Group
Tennessee
$7.27M +$6.19M +257,639 +570%
PWM
44
Perigon Wealth Management
California
$6.97M +$111K +4,630 +2%
Creative Planning
45
Creative Planning
Kansas
$6.92M -$1.41M -58,752 -17%
RWP
46
Reliant Wealth Planning
Kentucky
$6.2M -$25.4K -1,059 -0.4%
Mariner
47
Mariner
Kansas
$5.99M +$409K +17,046 +7%
4WM
48
4J Wealth Management
Virginia
$5.84M +$461K +19,217 +9%
SB
49
Strategic Blueprint
Georgia
$5.72M +$2.96M +123,208 +107%
AUB
50
Atlantic Union Bankshares
Virginia
$5.72M +$5.72M +238,301 New