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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276 hedge funds and large institutions have $2.25B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 125 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+39
Holders Change %
+16.46%
% of All Funds
4.05%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
61
Increased
125
Reduced
64
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$66.7M
2
HPC
HM Payson & Co
Maine
+$52.5M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$23.8M
4
ICG
InterOcean Capital Group
Tennessee
+$17.9M
5
Renaissance Technologies
Renaissance Technologies
New York
+$16.7M

Top Sellers

1
B
Bailard
California
-$29.8M
2
GBWM
Granite Bay Wealth Management
New Hampshire
-$20.8M
3
SL
Summitry LLC
California
-$20.6M
4
NA
NewEdge Advisors
Louisiana
-$13M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$17.4M +$13M +542,947 +291%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$16.6M +$9.54M +399,823 +135%
SWM
28
Scissortail Wealth Management
Oklahoma
$16.3M +$377K +15,763 +2%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$16.2M +$551K +23,083 +4%
Mariner
30
Mariner
Kansas
$15.8M +$7.42M +310,824 +88%
DE
31
Day & Ennis
Georgia
$15.2M +$226K +9,452 +2%
CWM
32
Connecticut Wealth Management
Connecticut
$15.1M +$1.52M +63,900 +11%
BWFA
33
Baltimore-Washington Financial Advisors
Maryland
$15M +$1.12M +46,859 +8%
RJA
34
Raymond James & Associates
Florida
$14.4M +$882K +36,985 +7%
CIM
35
Confluence Investment Management
Missouri
$14.2M -$525K -22,014 -4%
MFIM
36
Mesirow Financial Investment Management
Illinois
$14.1M +$14.1M +592,471 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$13.6M -$5.78M -242,077 -30%
OAM
38
Oppenheimer Asset Management
New York
$12.6M -$259K -10,859 -2%
Focus Partners Wealth
39
Focus Partners Wealth
Massachusetts
$12M +$12M +504,297 New
HighTower Advisors
40
HighTower Advisors
Illinois
$10.9M -$1.57M -65,982 -13%
BEAM
41
Baker Ellis Asset Management
Washington
$10.1M -$693K -29,035 -6%
KF
42
Krilogy Financial
Missouri
$10M +$1.2M +50,103 +14%
IA
43
IFP Advisors
Florida
$9.96M +$154K +6,435 +2%
CTC
44
Central Trust Company
Missouri
$9.88M -$103K -4,333 -1%
Lido Advisors
45
Lido Advisors
California
$9.48M +$3.49M +146,248 +58%
SPIA
46
Steward Partners Investment Advisory
New York
$9.34M +$8.38M +351,198 +869%
AWM
47
AE Wealth Management
Kansas
$9.3M +$1.63M +68,156 +21%
JAG
48
Journey Advisory Group
Kentucky
$9.26M +$1.5M +62,964 +19%
B
49
Bailard
California
$9.18M -$29.8M -1,248,780 -76%
OFS
50
OneAscent Financial Services
Alabama
$8.99M +$8.99M +376,709 New
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