IBTE

iShares iBonds Dec 2024 Term Treasury ETF

Delisted

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

203 hedge funds and large institutions have $1.69B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 107 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+35
Holders Change %
+20.83%
% of All Funds
3.25%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
47
Increased
107
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KOMWMG
76
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.59M +$663K +27,608 +34%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$2.58M +$387K +16,101 +18%
MML Investors Services
78
MML Investors Services
Massachusetts
$2.48M +$2.48M +103,149 New
GSC
79
G&S Capital
Colorado
$2.48M +$149K +6,200 +6%
BCM
80
Brookstone Capital Management
Illinois
$2.46M -$633K -26,455 -20%
WP
81
WealthSource Partners
California
$2.35M +$44.4K +1,850 +2%
RCA
82
Resonant Capital Advisors
Wisconsin
$2.33M +$826K +34,391 +55%
LNC
83
Lincoln National Corp
Pennsylvania
$2.27M +$2.27M +94,586 New
PAG
84
Private Advisor Group
New Jersey
$2.2M +$1.82M +75,770 +475%
CCG
85
Chatham Capital Group
Georgia
$2.19M +$1.33M +55,420 +156%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$2.12M -$95.9K -3,994 -4%
HF
87
HRT Financial
New York
$2.04M +$2.04M +85,152 New
BFO
88
Boston Family Office
Massachusetts
$2.04M -$160K -6,679 -7%
Goldman Sachs
89
Goldman Sachs
New York
$2.01M -$31.1M -1,295,882 -94%
SCI
90
Stableford Capital II
Arizona
$1.95M +$1.95M +81,646 New
SF
91
Safeguard Financial
Wisconsin
$1.85M -$106K -4,435 -5%
LIG
92
Lokken Investment Group
Delaware
$1.85M +$1.85M +76,950 New
LF
93
Lantz Financial
Illinois
$1.8M +$1.8M +74,812 New
BEI
94
Benjamin Edwards Inc
Missouri
$1.75M -$109K -4,554 -6%
GBWM
95
Granite Bay Wealth Management
New Hampshire
$1.71M +$1.38M +57,327 +417%
APP
96
Avantax Planning Partners
Iowa
$1.51M +$33.5K +1,397 +2%
ACM
97
Advance Capital Management
Michigan
$1.49M -$136K -5,679 -8%
AI
98
Atria Investments
North Carolina
$1.39M +$1.39M +57,768 New
JAG
99
Journey Advisory Group
Kentucky
$1.36M +$1.36M +56,680 New
SWP
100
Summit Wealth Partners
Florida
$1.34M +$782K +32,564 +140%