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

276 hedge funds and large institutions have $2.25B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 125 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+39
Holders Change %
+16.46%
% of All Funds
4.05%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
61
Increased
125
Reduced
64
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$66.7M
2
HPC
HM Payson & Co
Maine
+$52.5M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$23.8M
4
ICG
InterOcean Capital Group
Tennessee
+$17.9M
5
Renaissance Technologies
Renaissance Technologies
New York
+$16.7M

Top Sellers

1
B
Bailard
California
-$29.8M
2
GBWM
Granite Bay Wealth Management
New Hampshire
-$20.8M
3
SL
Summitry LLC
California
-$20.6M
4
NA
NewEdge Advisors
Louisiana
-$13M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
51
Benjamin F. Edwards & Company
Missouri
$8.73M -$47K -1,970 -0.5%
SC
52
Stephens Consulting
Michigan
$8.66M +$6.9K +289 +0.1%
Financial Engines Advisors
53
Financial Engines Advisors
California
$8.11M +$8.11M +339,802 New
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$8.1M +$1.41M +59,014 +21%
SVWAG
55
Sound View Wealth Advisors Group
Georgia
$8.1M +$1.35M +56,573 +20%
KOMWMG
56
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$7.52M +$4.28M +179,366 +132%
Ameriprise
57
Ameriprise
Minnesota
$7.27M +$6.15M +257,933 +549%
CIC
58
Carnegie Investment Counsel
Ohio
$7.1M +$2.33M +97,784 +49%
KAS
59
Kestra Advisory Services
Texas
$7.03M +$1.05M +44,191 +18%
Truist Financial
60
Truist Financial
North Carolina
$6.87M +$362K +15,160 +6%
CCG
61
Chatham Capital Group
Georgia
$6.79M -$526K -22,055 -7%
AUB
62
Atlantic Union Bankshares
Virginia
$6.58M -$1.09M -45,518 -14%
Creative Planning
63
Creative Planning
Kansas
$6.56M +$472K +19,766 +8%
GI
64
Gradient Investments
Minnesota
$6.23M -$97.8K -4,099 -2%
IA
65
IFG Advisory
Georgia
$6.03M +$3.65M +152,911 +153%
KTM
66
Keeler Thomas Management
Utah
$5.98M -$6.16M -258,234 -51%
SB
67
Strategic Blueprint
Georgia
$5.8M +$3.32M +139,232 +134%
BCM
68
Brookstone Capital Management
Illinois
$5.73M +$1.77M +74,209 +45%
DADC
69
D.A. Davidson & Co
Montana
$5.66M -$2.95M -123,548 -34%
SWA
70
Stratos Wealth Advisors
Ohio
$5.59M +$5.07M +212,517 +981%
TWM
71
Trinity Wealth Management
Pennsylvania
$5.49M +$75.6K +3,170 +1%
4WM
72
4J Wealth Management
Virginia
$5.19M -$998K -41,818 -16%
LCM
73
Lunt Capital Management
Utah
$5.12M +$163K +6,844 +3%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$4.93M +$432K +18,104 +10%
CCP
75
Carmel Capital Partners
California
$4.72M -$37.2K -1,559 -0.8%
1 2
3
4 5