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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237 hedge funds and large institutions have $2B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 117 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+22
Holders Change %
+10.23%
% of All Funds
3.78%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.29%
New
39
Increased
117
Reduced
61
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GBWM
Granite Bay Wealth Management
New Hampshire
$141M
2
B
Bailard
California
$38.9M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$431M
4
FSG
Financial Strategies Group
Michigan
$20.8M
5
HBT
Hills Bank & Trust
Iowa
$29.9M

Top Sellers

1
CG
Colony Group
Massachusetts
$13.2M
2
FCH
Freestone Capital Holdings
Washington
$0
3
CIA
Capital Investment Advisors
Georgia
$29.2M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$37.1M
5
I2I
Insight 2811 Inc
Illinois
$621K
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
76
Atlantic Private Wealth
North Carolina
$3.53M +$150K +6,272 +4%
SPC
77
Sigma Planning Corp
Michigan
$3.45M +$117K +4,900 +4%
RHP
78
Royal Harbor Partners
Texas
$3.44M -$140K -5,887 -4%
Goldman Sachs
79
Goldman Sachs
New York
$3.38M +$3.38M +141,693 New
KOMWMG
80
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.23M +$218K +9,152 +7%
WANY
81
Wealthspire Advisors (New York)
New York
$3.23M +$381K +15,988 +13%
MML Investors Services
82
MML Investors Services
Massachusetts
$3.15M +$252K +10,590 +9%
EIA
83
Eldridge Investment Advisors
New Hampshire
$3.12M +$2.71M +113,897 +660%
MA
84
Montag & Associates
Georgia
$3.04M +$100K +4,204 +3%
EWM
85
Evermay Wealth Management
Virginia
$3M -$2.91M -122,216 -49%
AF
86
Allworth Financial
California
$2.88M +$171K +7,174 +6%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$2.82M -$774K -32,456 -22%
LNC
88
Lincoln National Corp
Pennsylvania
$2.71M -$30.2K -1,266 -1%
GSC
89
G&S Capital
Colorado
$2.52M -$29.8K -1,249 -1%
PAG
90
Private Advisor Group
New Jersey
$2.5M +$84.1K +3,527 +3%
SB
91
Strategic Blueprint
Georgia
$2.47M -$7.53K -316 -0.3%
RVPG
92
Relative Value Partners Group
$2.44M -$377K -15,827 -13%
WP
93
WealthSource Partners
California
$2.38M +$26.2K +1,097 +1%
IA
94
IFG Advisory
Georgia
$2.38M +$285K +11,956 +14%
RIA
95
Regal Investment Advisors
Michigan
$2.19M -$621K -26,065 -22%
MA
96
Mutual Advisors
Nebraska
$2.18M +$1.26M +52,973 +137%
LIG
97
Lokken Investment Group
Delaware
$2.17M +$29.5K +1,236 +1%
SCM
98
SevenOneSeven Capital Management
Pennsylvania
$2.15M +$2.15M +90,323 New
BFO
99
Boston Family Office
Massachusetts
$2.12M +$84.4K +3,540 +4%
LF
100
Lantz Financial
Illinois
$2.1M +$251K +10,538 +14%
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4
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