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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215 hedge funds and large institutions have $1.8B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 114 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+12
Holders Change %
+5.91%
% of All Funds
3.39%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
31
Increased
114
Reduced
45
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCH
Freestone Capital Holdings
Washington
$42.6M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$402M
3
UBS Group
UBS Group
Switzerland
$82.2M
4
CWM
Connecticut Wealth Management
Connecticut
$11.9M
5
HBT
Hills Bank & Trust
Iowa
$9.46M

Top Sellers

1
CAN
Cetera Advisor Networks
California
$3.35M
2
Osaic Holdings
Osaic Holdings
Arizona
$11.2M
3
B
Bailard
California
$0
4
GI
Gradient Investments
Minnesota
$6.81M
5
Jane Street
Jane Street
New York
$6.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$12.7M -$227K -9,553 -2%
CIM
27
Confluence Investment Management
Missouri
$12.6M +$44K +1,847 +0.4%
RJA
28
Raymond James & Associates
Florida
$12.5M +$2.93M +123,197 +31%
CWM
29
Connecticut Wealth Management
Connecticut
$11.9M +$11.6M +485,640 +3,080%
KTM
30
Keeler Thomas Management
Utah
$11.7M +$1.42M +58,215 +14%
IWC
31
Integrated Wealth Concepts
Massachusetts
$11.7M +$1.16M +48,719 +11%
Osaic Holdings
32
Osaic Holdings
Arizona
$11.2M -$31.6M -1,326,363 -74%
IA
33
IFP Advisors
Florida
$11.1M -$709K -29,786 -6%
CTC
34
Central Trust Company
Missouri
$10.5M -$692K -29,055 -6%
KF
35
Krilogy Financial
Missouri
$9.98M -$1.41M -59,270 -12%
BEAM
36
Baker Ellis Asset Management
Washington
$9.82M +$40.6K +1,707 +0.4%
HBT
37
Hills Bank & Trust
Iowa
$9.46M +$9.46M +397,457 New
GWP
38
Gateway Wealth Partners
Wisconsin
$8.71M +$639K +26,834 +8%
SC
39
Stephens Consulting
Michigan
$8.65M +$1.09M +45,802 +14%
PJSIMP
40
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.88M -$1.26M -53,017 -14%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$7.61M +$283K +11,890 +4%
GI
42
Gradient Investments
Minnesota
$6.81M -$12.9M -543,603 -66%
AUB
43
Atlantic Union Bankshares
Virginia
$6.78M +$1.11M +46,612 +20%
JAG
44
Journey Advisory Group
Kentucky
$6.66M +$5.31M +223,009 +393%
CCG
45
Chatham Capital Group
Georgia
$6.49M +$4.33M +181,835 +200%
Truist Financial
46
Truist Financial
North Carolina
$6.35M +$1.01M +42,601 +19%
Creative Planning
47
Creative Planning
Kansas
$6.31M -$551K -23,148 -8%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$6.26M +$845K +35,503 +16%
4WM
49
4J Wealth Management
Virginia
$6.13M +$343K +14,427 +6%
Jane Street
50
Jane Street
New York
$6.12M -$8.9M -373,776 -59%
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