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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287 hedge funds and large institutions have $2.13B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 106 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-3
Holders Change %
-1.03%
% of All Funds
4.17%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
27
Increased
106
Reduced
110
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$58.3M
2
SWA
Stratos Wealth Advisors
Ohio
+$17.8M
3
DP
Denver PWM
Colorado
+$15.3M
4
ADL
Asset Dedication LLC
California
+$12.2M
5
HPC
HM Payson & Co
Maine
+$6.34M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$21.1M
2
FA
Faithward Advisors
Pennsylvania
-$19.3M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$16.2M
4
BAM
Belpointe Asset Management
Nevada
-$10.8M
5
UBS Group
UBS Group
Switzerland
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
51
Faithward Advisors
Pennsylvania
$8.28M -$19.3M -805,164 -70%
Truist Financial
52
Truist Financial
North Carolina
$8.17M +$849K +35,388 +12%
MA
53
MKT Advisors
California
$7.93M +$1.55M +64,886 +24%
Financial Engines Advisors
54
Financial Engines Advisors
California
$7.85M -$1.5M -62,514 -16%
IA
55
IFP Advisors
Florida
$7.43M -$1.29M -53,943 -15%
SA
56
Sanctuary Advisors
Indiana
$7.25M +$7.25M +302,636 New
APP
57
Avantax Planning Partners
Iowa
$6.99M +$445K +18,551 +7%
PA
58
PSI Advisors
Florida
$6.76M +$2.79M +116,516 +70%
Mariner
59
Mariner
Kansas
$6.62M -$9.46M -394,414 -59%
KTM
60
Keeler Thomas Management
Utah
$6.5M +$35.5K +1,480 +0.5%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$6.08M -$2.51M -104,846 -29%
CIC
62
Carnegie Investment Counsel
Ohio
$5.99M -$921K -38,390 -13%
AWS
63
Atria Wealth Solutions
New York
$5.7M +$1.2M +50,212 +27%
SB
64
Strategic Blueprint
Georgia
$5.67M -$1.34M -55,886 -19%
Creative Planning
65
Creative Planning
Kansas
$5.54M -$1.43M -59,634 -21%
GI
66
Gradient Investments
Minnesota
$5.53M -$532K -22,201 -9%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$5.45M -$340K -14,164 -6%
Stifel Financial
68
Stifel Financial
Missouri
$5.43M -$6.58M -274,556 -55%
EP
69
Essential Planning
New Hampshire
$5.32M +$423K +17,621 +9%
KOMWMG
70
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.27M +$407K +16,973 +8%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$4.83M -$38.3K -1,596 -0.8%
DADC
72
D.A. Davidson & Co
Montana
$4.78M -$956K -39,859 -17%
LIM
73
Leavell Investment Management
Alabama
$4.66M -$16.4K -683 -0.4%
OFS
74
OneAscent Financial Services
Alabama
$4.52M -$610K -25,438 -12%
PSP
75
Pacific Sage Partners
Washington
$4.51M -$198K -8,267 -4%
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