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 %
HAS
26
Horizon Advisory Services
New York
$17M +$541K +22,567 +3%
BWFA
27
Baltimore-Washington Financial Advisors
Maryland
$16.7M +$301K +12,541 +2%
SWM
28
Scissortail Wealth Management
Oklahoma
$16.5M +$39.4K +1,642 +0.2%
DP
29
Denver PWM
Colorado
$15.3M +$15.3M +638,378 New
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$14.5M +$3.03M +126,334 +26%
MFIM
31
Mesirow Financial Investment Management
Illinois
$13.9M -$1.19M -49,553 -8%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$12.8M -$3.12M -142,161 -20%
CTC
33
Central Trust Company
Missouri
$12.8M +$697K +29,075 +6%
OAM
34
Oppenheimer Asset Management
New York
$12.5M +$1.12M +46,634 +10%
RJA
35
Raymond James & Associates
Florida
$12.5M +$317K +13,225 +3%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$12.4M -$343K -14,310 -3%
ADL
37
Asset Dedication LLC
California
$12.2M +$12.2M +508,435 New
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$11.7M -$16.2M -676,786 -58%
KF
39
Krilogy Financial
Missouri
$11.5M +$595K +24,831 +5%
BCM
40
Brookstone Capital Management
Illinois
$10.4M -$24.4K -1,020 -0.2%
SPIA
41
Steward Partners Investment Advisory
New York
$10.3M +$263K +10,950 +3%
HighTower Advisors
42
HighTower Advisors
Illinois
$10.1M +$104K +4,319 +1%
AUB
43
Atlantic Union Bankshares
Virginia
$9.89M +$1.72M +71,691 +21%
TWM
44
Trinity Wealth Management
Pennsylvania
$9.74M +$395K +16,457 +4%
BEAM
45
Baker Ellis Asset Management
Washington
$9.53M -$269K -11,236 -3%
KAS
46
Kestra Advisory Services
Texas
$8.98M +$1.01M +41,971 +13%
SVWAG
47
Sound View Wealth Advisors Group
Georgia
$8.89M +$571K +23,824 +7%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$8.7M -$21.1M -880,931 -71%
Lido Advisors
49
Lido Advisors
California
$8.53M -$224K -9,355 -3%
SC
50
Stephens Consulting
Michigan
$8.41M -$109K -4,558 -1%
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