IBTE

iShares iBonds Dec 2024 Term Treasury ETF

Delisted

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

203 hedge funds and large institutions have $1.69B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 107 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+35
Holders Change %
+20.83%
% of All Funds
3.25%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
47
Increased
107
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$5.46M +$2.37M +98,700 +77%
Truist Financial
52
Truist Financial
North Carolina
$5.39M +$148K +6,171 +3%
DP
53
Denver PWM
Colorado
$5.36M +$2.98M +124,827 +125%
TWM
54
Trinity Wealth Management
Pennsylvania
$4.91M +$4.36M +181,639 +794%
DADC
55
D.A. Davidson & Co
Montana
$4.9M +$986K +41,061 +25%
Lido Advisors
56
Lido Advisors
California
$4.85M +$4.85M +202,162 New
BFG
57
Beacon Financial Group
Texas
$4.81M -$119K -4,958 -2%
Renaissance Technologies
58
Renaissance Technologies
New York
$4.78M -$6.66M -277,298 -58%
SCA
59
Snowden Capital Advisors
New York
$4.64M +$342K +14,225 +8%
PAS
60
Park Avenue Securities
New York
$3.73M +$1.54M +64,103 +70%
KAS
61
Kestra Advisory Services
Texas
$3.7M +$284K +11,823 +8%
CIC
62
Carnegie Investment Counsel
Ohio
$3.68M +$889K +37,040 +32%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$3.67M +$3.66M +152,588 +104,512%
SVWAG
64
Sound View Wealth Advisors Group
Georgia
$3.65M -$4.5M -187,451 -55%
LIM
65
Leavell Investment Management
Alabama
$3.57M +$1.81M +75,551 +103%
RVPG
66
Relative Value Partners Group
$3.52M +$1.32M +54,928 +60%
RHP
67
Royal Harbor Partners
Texas
$3.13M +$636K +26,472 +26%
SPC
68
Sigma Planning Corp
Michigan
$2.99M +$1.19M +49,432 +66%
MA
69
Montag & Associates
Georgia
$2.96M +$662K +27,575 +29%
APW
70
Atlantic Private Wealth
North Carolina
$2.8M +$898K +37,382 +47%
AF
71
Allworth Financial
California
$2.74M +$232K +9,650 +9%
MCC
72
Money Concepts Capital
Florida
$2.7M +$664K +63,205 +33%
CCB
73
Country Club Bank
Missouri
$2.69M +$2.42M +100,643 +890%
FF
74
Financial Futures
New Jersey
$2.67M +$1.03M +42,819 +62%
WANY
75
Wealthspire Advisors (New York)
New York
$2.64M +$1.28M +53,352 +94%