IBTE

iShares iBonds Dec 2024 Term Treasury ETF
IBTE

Overview Fund Activity
Delisted

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

Back to rankings

237 hedge funds and large institutions have $2B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 117 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+22
Holders Change %
+10.23%
% of All Funds
3.78%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.29%
New
39
Increased
117
Reduced
61
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GBWM
Granite Bay Wealth Management
New Hampshire
$141M
2
B
Bailard
California
$38.9M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$431M
4
FSG
Financial Strategies Group
Michigan
$20.8M
5
HBT
Hills Bank & Trust
Iowa
$29.9M

Top Sellers

1
CG
Colony Group
Massachusetts
$13.2M
2
FCH
Freestone Capital Holdings
Washington
$0
3
CIA
Capital Investment Advisors
Georgia
$29.2M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$37.1M
5
I2I
Insight 2811 Inc
Illinois
$621K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
AE Wealth Management
Kansas
$7.63M +$1.9M +79,583 +33%
CCG
52
Chatham Capital Group
Georgia
$7.31M +$809K +33,935 +12%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$7.04M +$774K +32,475 +12%
SVWAG
54
Sound View Wealth Advisors Group
Georgia
$6.74M +$1.93M +81,023 +40%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$6.69M +$3M +125,631 +81%
Truist Financial
56
Truist Financial
North Carolina
$6.5M +$136K +5,709 +2%
GI
57
Gradient Investments
Minnesota
$6.32M -$499K -20,913 -7%
4WM
58
4J Wealth Management
Virginia
$6.18M +$36.9K +1,546 +0.6%
Creative Planning
59
Creative Planning
Kansas
$6.09M -$234K -9,807 -4%
Lido Advisors
60
Lido Advisors
California
$5.99M +$798K +33,485 +15%
KAS
61
Kestra Advisory Services
Texas
$5.97M +$1.84M +76,988 +44%
TWM
62
Trinity Wealth Management
Pennsylvania
$5.4M +$129K +5,411 +2%
LCM
63
Lunt Capital Management
Utah
$4.95M +$318K +13,358 +7%
MCC
64
Money Concepts Capital
Florida
$4.78M -$22.7K -952 -0.5%
CIC
65
Carnegie Investment Counsel
Ohio
$4.77M +$972K +40,785 +26%
CCP
66
Carmel Capital Partners
California
$4.75M +$751K +31,502 +19%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$4.5M +$4.5M +188,528 New
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$4.44M +$2.79M +116,912 +168%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$4.3M +$815K +34,205 +23%
CCB
70
Country Club Bank
Missouri
$4.21M +$909K +38,160 +28%
PWM
71
Perigon Wealth Management
California
$4M -$1.1M -46,101 -22%
BCM
72
Brookstone Capital Management
Illinois
$3.96M +$788K +33,085 +25%
LIM
73
Leavell Investment Management
Alabama
$3.88M +$126K +5,305 +3%
AP
74
Americana Partners
Texas
$3.86M +$3.86M +222,912 New
BFG
75
Beacon Financial Group
Texas
$3.67M -$919K -38,514 -20%
1 2
3
4 5