IBTE

iShares iBonds Dec 2024 Term Treasury ETF

Delisted

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

89 hedge funds and large institutions have $424M invested in iShares iBonds Dec 2024 Term Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 35 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+37
Holders Change %
+71.15%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
35
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
51
IFP Advisors
Florida
$656K +$656K +26,128 New
CPO
52
Cerity Partners OCIO
New York
$641K +$256K +10,669 +66%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$610K
APA
54
American Portfolios Advisors
New York
$608K
ACM
55
Advance Capital Management
Michigan
$599K +$599K +25,031 New
SB
56
Strategic Blueprint
Georgia
$563K +$279K +11,645 +98%
SPC
57
Sigma Planning Corp
Michigan
$547K +$311K +12,987 +132%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$546K +$300K +12,500 +122%
William Blair & Company
59
William Blair & Company
Illinois
$533K +$533K +22,270 New
BC
60
Barrett & Company
Rhode Island
$493K +$493K +20,663 New
APW
61
Atlantic Private Wealth
North Carolina
$492K +$492K +20,529 New
WHCI
62
W.H. Cornerstone Investments
Massachusetts
$408K +$408K +17,095 New
OC
63
Oppenheimer & Co
New York
$393K +$14.6K +610 +4%
Goldman Sachs
64
Goldman Sachs
New York
$344K +$344K +14,382 New
IA
65
IFG Advisory
Georgia
$338K +$338K +14,150 New
Cerity Partners
66
Cerity Partners
New York
$312K +$86.2K +3,600 +38%
LA
67
LVW Advisors
New York
$283K
ICG
68
InterOcean Capital Group
Tennessee
$278K +$78.9K +3,300 +40%
T
69
TCWP
Ohio
$260K +$260K +10,879 New
BWM
70
BerganKDV Wealth Management
Minnesota
$259K
BWFA
71
Baltimore-Washington Financial Advisors
Maryland
$227K +$227K +9,500 New
PAG
72
Private Advisor Group
New Jersey
$220K +$220K +9,194 New
SHIM
73
Stone House Investment Management
Pennsylvania
$201K +$201K +8,385 New
9WM
74
9258 Wealth Management
Ohio
$201K +$201K +8,403 New
AIM
75
Arcadia Investment Management
Michigan
$156K