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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291 hedge funds and large institutions have $2.18B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 131 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+14
Holders Change %
+5.05%
% of All Funds
4.22%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
36
Increased
131
Reduced
87
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$56.4M
2
HPC
HM Payson & Co
Maine
+$35M
3
FWTB
First Western Trust Bank
Colorado
+$29.4M
4
Bank of America
Bank of America
North Carolina
+$21.2M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$17.3M

Top Sellers

1
GBWM
Granite Bay Wealth Management
New Hampshire
-$119M
2
Morgan Stanley
Morgan Stanley
New York
-$86.2M
3
UBS Group
UBS Group
Switzerland
-$26.6M
4
CWM
Campbell Wealth Management
Virginia
-$23.3M
5
Stifel Financial
Stifel Financial
Missouri
-$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$4.86M -$82.7K -3,454 -2%
KOMWMG
77
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.85M -$2.69M -112,391 -36%
PSP
78
Pacific Sage Partners
Washington
$4.7M +$2.25M +94,093 +92%
LIM
79
Leavell Investment Management
Alabama
$4.67M +$36.2K +1,512 +0.8%
EIA
80
Eldridge Investment Advisors
New Hampshire
$4.51M +$72.7K +3,036 +2%
AWS
81
Atria Wealth Solutions
New York
$4.49M +$270K +11,275 +6%
US Bancorp
82
US Bancorp
Minnesota
$4.42M +$3.39M +141,757 +330%
AWM
83
AE Wealth Management
Kansas
$4.09M -$5.21M -217,587 -56%
PA
84
PSI Advisors
Florida
$3.96M +$1.61M +67,173 +68%
AIC
85
Archer Investment Corporation
Indiana
$3.84M +$219K +9,137 +6%
4WM
86
4J Wealth Management
Virginia
$3.83M -$1.38M -57,573 -26%
MML Investors Services
87
MML Investors Services
Massachusetts
$3.77M +$203K +8,495 +6%
WANY
88
Wealthspire Advisors (New York)
New York
$3.74M -$129K -5,390 -3%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$3.34M +$752K +31,412 +29%
PAS
90
Park Avenue Securities
New York
$3.26M +$1.07M +44,723 +49%
AWP
91
Accretive Wealth Partners
New Jersey
$3.07M +$646K +27,044 +27%
MA
92
Montag & Associates
Georgia
$2.98M -$25K -1,046 -0.8%
CCB
93
Country Club Bank
Missouri
$2.95M -$1.24M -51,994 -30%
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$2.88M +$2.88M +120,181 New
AF
95
Allworth Financial
California
$2.73M -$63.8K -2,665 -2%
BFG
96
Beacon Financial Group
Texas
$2.65M -$345K -14,393 -12%
LWL
97
Leo Wealth LLC
Texas
$2.59M +$44.5K +1,861 +2%
CW
98
CreativeOne Wealth
Kansas
$2.58M +$449K +18,769 +21%
BFO
99
Boston Family Office
Massachusetts
$2.57M -$61.2K -2,555 -2%
PA
100
Probity Advisors
Texas
$2.48M +$1.18M +49,096 +90%
2 3
4
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