IBTE

iShares iBonds Dec 2024 Term Treasury ETF
IBTE

Overview Fund Activity
Delisted

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

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291 hedge funds and large institutions have $2.18B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 131 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+14
Holders Change %
+5.05%
% of All Funds
4.22%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
36
Increased
131
Reduced
87
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$56.4M
2
HPC
HM Payson & Co
Maine
+$35M
3
FWTB
First Western Trust Bank
Colorado
+$29.4M
4
Bank of America
Bank of America
North Carolina
+$21.2M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$17.3M

Top Sellers

1
GBWM
Granite Bay Wealth Management
New Hampshire
-$119M
2
Morgan Stanley
Morgan Stanley
New York
-$86.2M
3
UBS Group
UBS Group
Switzerland
-$26.6M
4
CWM
Campbell Wealth Management
Virginia
-$23.3M
5
Stifel Financial
Stifel Financial
Missouri
-$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$8.58M +$454K +18,962 +6%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$8.52M +$3.79M +158,192 +80%
SC
53
Stephens Consulting
Michigan
$8.51M -$180K -7,512 -2%
SVWAG
54
Sound View Wealth Advisors Group
Georgia
$8.3M +$177K +7,397 +2%
AUB
55
Atlantic Union Bankshares
Virginia
$8.16M +$1.56M +65,274 +24%
GAA
56
Global Assets Advisory
Florida
$8M +$8M +187,726 New
KAS
57
Kestra Advisory Services
Texas
$7.96M +$906K +37,843 +13%
Ameriprise
58
Ameriprise
Minnesota
$7.49M +$188K +7,842 +3%
Truist Financial
59
Truist Financial
North Carolina
$7.31M +$421K +17,588 +6%
SB
60
Strategic Blueprint
Georgia
$7M +$1.18M +49,321 +20%
Creative Planning
61
Creative Planning
Kansas
$6.96M +$373K +15,589 +6%
CIC
62
Carnegie Investment Counsel
Ohio
$6.9M -$227K -9,483 -3%
APP
63
Avantax Planning Partners
Iowa
$6.53M +$5.11M +213,537 +360%
Goldman Sachs
64
Goldman Sachs
New York
$6.49M +$6.49M +271,252 New
KTM
65
Keeler Thomas Management
Utah
$6.45M +$444K +18,529 +7%
MA
66
MKT Advisors
California
$6.38M +$4.22M +176,550 +195%
GI
67
Gradient Investments
Minnesota
$6.06M -$196K -8,189 -3%
AP
68
Americana Partners
Texas
$5.78M +$1.19M +49,893 +26%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$5.78M +$3.6M +150,227 +165%
DADC
70
D.A. Davidson & Co
Montana
$5.72M +$41.1K +1,717 +0.7%
APW
71
Atlantic Private Wealth
North Carolina
$5.55M +$1.12M +46,837 +25%
LCM
72
Lunt Capital Management
Utah
$5.39M +$251K +10,486 +5%
IA
73
IFG Advisory
Georgia
$5.14M -$907K -37,901 -15%
OFS
74
OneAscent Financial Services
Alabama
$5.12M -$3.9M -162,859 -43%
EP
75
Essential Planning
New Hampshire
$4.87M +$837K +35,080 +21%
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