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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276 hedge funds and large institutions have $2.25B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 125 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+39
Holders Change %
+16.46%
% of All Funds
4.05%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
61
Increased
125
Reduced
64
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$66.7M
2
HPC
HM Payson & Co
Maine
+$52.5M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$23.8M
4
ICG
InterOcean Capital Group
Tennessee
+$17.9M
5
Renaissance Technologies
Renaissance Technologies
New York
+$16.7M

Top Sellers

1
B
Bailard
California
-$29.8M
2
GBWM
Granite Bay Wealth Management
New Hampshire
-$20.8M
3
SL
Summitry LLC
California
-$20.6M
4
NA
NewEdge Advisors
Louisiana
-$13M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$4.72M +$420K +17,586 +10%
LIM
77
Leavell Investment Management
Alabama
$4.62M +$734K +30,764 +19%
AP
78
Americana Partners
Texas
$4.6M -$749K -31,220 -14%
EIA
79
Eldridge Investment Advisors
New Hampshire
$4.42M +$1.3M +54,290 +41%
APW
80
Atlantic Private Wealth
North Carolina
$4.42M +$880K +36,893 +25%
AWS
81
Atria Wealth Solutions
New York
$4.21M +$2.66M +111,650 +173%
CCB
82
Country Club Bank
Missouri
$4.18M -$35.1K -1,472 -0.8%
EP
83
Essential Planning
New Hampshire
$4.04M +$2.63M +110,135 +187%
WANY
84
Wealthspire Advisors (New York)
New York
$3.86M +$626K +26,217 +19%
BSG
85
Black Swift Group
Colorado
$3.7M +$3.24M +135,990 +708%
AIC
86
Archer Investment Corporation
Indiana
$3.61M +$2.04M +85,672 +130%
MML Investors Services
87
MML Investors Services
Massachusetts
$3.55M +$400K +16,771 +13%
RHP
88
Royal Harbor Partners
Texas
$3.34M -$105K -4,400 -3%
MCC
89
Money Concepts Capital
Florida
$3.05M -$1.73M -72,411 -36%
MA
90
Montag & Associates
Georgia
$2.99M -$50K -2,095 -2%
BFG
91
Beacon Financial Group
Texas
$2.98M -$692K -29,004 -19%
WP
92
WealthSource Partners
California
$2.91M +$528K +22,121 +22%
OPA
93
Old Port Advisors
Maine
$2.86M +$777K +32,567 +37%
AF
94
Allworth Financial
California
$2.79M -$97.6K -4,089 -3%
EPW
95
Evergreen Private Wealth
Colorado
$2.75M +$2.75M +115,153 New
BFO
96
Boston Family Office
Massachusetts
$2.63M +$506K +21,211 +24%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$2.58M -$246K -10,314 -9%
LNC
98
Lincoln National Corp
Pennsylvania
$2.57M -$139K -5,816 -5%
LWL
99
Leo Wealth LLC
Texas
$2.54M +$2.54M +106,268 New
CFG
100
Cooper Financial Group
California
$2.46M +$494K +20,698 +25%
2 3
4
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