IBTE

iShares iBonds Dec 2024 Term Treasury ETF

Delisted

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

215 hedge funds and large institutions have $1.8B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 114 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+12
Holders Change %
+5.91%
% of All Funds
3.39%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
31
Increased
114
Reduced
45
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
51
Mariner
Kansas
$6.09M +$152K +6,387 +3%
DP
52
Denver PWM
Colorado
$5.91M +$588K +24,781 +11%
EWM
53
Evermay Wealth Management
Virginia
$5.9M +$5.03M +211,152 +574%
AWM
54
AE Wealth Management
Kansas
$5.73M -$1.65M -69,371 -22%
SCA
55
Snowden Capital Advisors
New York
$5.3M +$697K +29,296 +15%
DADC
56
D.A. Davidson & Co
Montana
$5.27M +$416K +17,458 +9%
TWM
57
Trinity Wealth Management
Pennsylvania
$5.27M +$399K +16,785 +8%
Lido Advisors
58
Lido Advisors
California
$5.18M +$370K +15,565 +8%
PWM
59
Perigon Wealth Management
California
$5.09M -$1.82M -76,502 -26%
SVWAG
60
Sound View Wealth Advisors Group
Georgia
$4.8M +$1.19M +49,855 +33%
MCC
61
Money Concepts Capital
Florida
$4.79M -$1.32M -55,306 -22%
LCM
62
Lunt Capital Management
Utah
$4.63M +$4.63M +194,378 New
BFG
63
Beacon Financial Group
Texas
$4.58M -$202K -8,502 -4%
ICG
64
InterOcean Capital Group
Tennessee
$4.28M -$2.93M -123,111 -41%
KAS
65
Kestra Advisory Services
Texas
$4.13M +$464K +19,488 +13%
PAS
66
Park Avenue Securities
New York
$4M +$301K +12,654 +8%
CCP
67
Carmel Capital Partners
California
$4M +$3.22M +135,089 +411%
CIC
68
Carnegie Investment Counsel
Ohio
$3.79M +$136K +5,730 +4%
LIM
69
Leavell Investment Management
Alabama
$3.75M +$206K +8,644 +6%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$3.69M +$1.58M +66,386 +75%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$3.59M -$43K -1,808 -1%
RHP
72
Royal Harbor Partners
Texas
$3.58M +$481K +20,190 +16%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$3.48M +$919K +38,607 +36%
APW
74
Atlantic Private Wealth
North Carolina
$3.38M +$608K +25,524 +22%
CAN
75
Cetera Advisor Networks
California
$3.35M -$36.2M -1,522,441 -92%