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

215 hedge funds and large institutions have $1.8B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 114 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+12
Holders Change %
+5.91%
% of All Funds
3.39%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
31
Increased
114
Reduced
45
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCH
Freestone Capital Holdings
Washington
$42.6M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$402M
3
UBS Group
UBS Group
Switzerland
$82.2M
4
CWM
Connecticut Wealth Management
Connecticut
$11.9M
5
HBT
Hills Bank & Trust
Iowa
$9.46M

Top Sellers

1
CAN
Cetera Advisor Networks
California
$3.35M
2
Osaic Holdings
Osaic Holdings
Arizona
$11.2M
3
B
Bailard
California
$0
4
GI
Gradient Investments
Minnesota
$6.81M
5
Jane Street
Jane Street
New York
$6.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
76
Sigma Planning Corp
Michigan
$3.33M +$364K +15,289 +12%
CCB
77
Country Club Bank
Missouri
$3.3M +$637K +26,758 +24%
BCM
78
Brookstone Capital Management
Illinois
$3.16M +$721K +30,371 +30%
FF
79
Financial Futures
New Jersey
$3.11M +$462K +19,403 +17%
Renaissance Technologies
80
Renaissance Technologies
New York
$3.1M -$1.64M -68,802 -35%
KOMWMG
81
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.01M +$442K +18,564 +17%
MA
82
Montag & Associates
Georgia
$2.94M – – –
MML Investors Services
83
MML Investors Services
Massachusetts
$2.89M +$436K +18,337 +18%
WANY
84
Wealthspire Advisors (New York)
New York
$2.85M +$226K +9,514 +9%
RVPG
85
Relative Value Partners Group
$2.82M -$673K -28,258 -19%
RIA
86
Regal Investment Advisors
Michigan
$2.81M +$2.81M +117,982 New
LNC
87
Lincoln National Corp
Pennsylvania
$2.73M +$482K +20,256 +21%
AF
88
Allworth Financial
California
$2.71M -$13.4K -565 -0.5%
GSC
89
G&S Capital
Colorado
$2.55M +$94.9K +3,987 +4%
SB
90
Strategic Blueprint
Georgia
$2.48M -$3.2M -134,358 -56%
PAG
91
Private Advisor Group
New Jersey
$2.42M +$232K +9,766 +11%
WP
92
WealthSource Partners
California
$2.35M +$24.6K +1,032 +1%
RCA
93
Resonant Capital Advisors
Wisconsin
$2.16M -$151K -6,330 -7%
LIG
94
Lokken Investment Group
Delaware
$2.13M +$303K +12,723 +17%
GBWM
95
Granite Bay Wealth Management
New Hampshire
$2.11M +$422K +17,722 +25%
IA
96
IFG Advisory
Georgia
$2.09M +$778K +32,709 +59%
HF
97
HRT Financial
New York
$2.08M +$48.8K +2,050 +2%
BFO
98
Boston Family Office
Massachusetts
$2.03M +$13K +548 +0.6%
RI
99
Rinkey Investments
California
$1.99M +$1.99M +83,592 New
LF
100
Lantz Financial
Illinois
$1.84M +$60.4K +2,539 +3%
2 3
4
5 6