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 %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$18.4M +$988K +41,250 +6%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$17.3M +$17.3M +724,632 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$17.2M +$920K +38,414 +6%
HAS
29
Horizon Advisory Services
New York
$16.4M +$16.4M +685,789 New
SWM
30
Scissortail Wealth Management
Oklahoma
$16.4M +$75K +3,134 +0.5%
BWFA
31
Baltimore-Washington Financial Advisors
Maryland
$16.4M +$1.3M +54,310 +9%
Mariner
32
Mariner
Kansas
$16.1M +$197K +8,246 +1%
Osaic Holdings
33
Osaic Holdings
Arizona
$15.2M -$4.23M -176,505 -22%
MFIM
34
Mesirow Financial Investment Management
Illinois
$15M +$835K +34,891 +6%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$12.7M -$881K -36,806 -6%
RJA
36
Raymond James & Associates
Florida
$12.1M -$2.32M -97,090 -16%
CTC
37
Central Trust Company
Missouri
$12.1M +$2.13M +89,082 +22%
Stifel Financial
38
Stifel Financial
Missouri
$12M -$16.7M -698,277 -58%
BAM
39
Belpointe Asset Management
Nevada
$11.6M +$10.9M +454,703 +1,491%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$11.5M -$576K -24,051 -5%
OAM
41
Oppenheimer Asset Management
New York
$11.4M -$1.29M -53,746 -10%
KF
42
Krilogy Financial
Missouri
$10.9M +$840K +35,088 +8%
BCM
43
Brookstone Capital Management
Illinois
$10.4M +$4.69M +195,888 +82%
SPIA
44
Steward Partners Investment Advisory
New York
$10.1M +$678K +28,319 +7%
HighTower Advisors
45
HighTower Advisors
Illinois
$9.99M -$903K -37,700 -8%
BEAM
46
Baker Ellis Asset Management
Washington
$9.79M -$369K -15,415 -4%
Financial Engines Advisors
47
Financial Engines Advisors
California
$9.33M +$1.2M +50,049 +15%
TWM
48
Trinity Wealth Management
Pennsylvania
$9.33M +$3.83M +159,933 +70%
Lido Advisors
49
Lido Advisors
California
$8.74M -$777K -32,442 -8%
IA
50
IFP Advisors
Florida
$8.71M -$1.29M -53,851 -13%
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