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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287 hedge funds and large institutions have $2.13B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 106 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-3
Holders Change %
-1.03%
% of All Funds
4.17%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
27
Increased
106
Reduced
110
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$58.3M
2
SWA
Stratos Wealth Advisors
Ohio
+$17.8M
3
DP
Denver PWM
Colorado
+$15.3M
4
ADL
Asset Dedication LLC
California
+$12.2M
5
HPC
HM Payson & Co
Maine
+$6.34M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$21.1M
2
FA
Faithward Advisors
Pennsylvania
-$19.3M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$16.2M
4
BAM
Belpointe Asset Management
Nevada
-$10.8M
5
UBS Group
UBS Group
Switzerland
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
76
Ameriprise
Minnesota
$4.47M -$3.04M -126,601 -40%
IA
77
IFG Advisory
Georgia
$4.41M -$737K -30,739 -14%
APW
78
Atlantic Private Wealth
North Carolina
$4.21M -$1.35M -56,366 -24%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$4.11M -$4.43M -184,632 -52%
AIC
80
Archer Investment Corporation
Indiana
$3.96M +$109K +4,553 +3%
4WM
81
4J Wealth Management
Virginia
$3.86M +$27.2K +1,134 +0.7%
FW
82
FullCircle Wealth
Texas
$3.8M +$3.8M +158,720 New
LCM
83
Lunt Capital Management
Utah
$3.75M -$1.65M -68,868 -31%
WANY
84
Wealthspire Advisors (New York)
New York
$3.71M -$36.3K -1,512 -1%
BSG
85
Black Swift Group
Colorado
$3.36M +$2.01M +83,940 +149%
MML Investors Services
86
MML Investors Services
Massachusetts
$3.26M -$511K -21,290 -14%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$3.24M -$107K -4,451 -3%
PAS
88
Park Avenue Securities
New York
$3.14M -$122K -5,091 -4%
AWP
89
Accretive Wealth Partners
New Jersey
$3.11M +$29.5K +1,229 +1%
MA
90
Montag & Associates
Georgia
$2.98M – – –
Jane Street
91
Jane Street
New York
$2.95M +$2.95M +122,861 New
AF
92
Allworth Financial
California
$2.9M +$172K +7,183 +6%
PA
93
Probity Advisors
Texas
$2.72M +$239K +9,947 +10%
LWL
94
Leo Wealth LLC
Texas
$2.68M +$83.1K +3,468 +3%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$2.61M +$1.96M +81,724 +301%
CW
96
CreativeOne Wealth
Kansas
$2.59M +$4.65K +194 +0.2%
BFG
97
Beacon Financial Group
Texas
$2.58M -$77.1K -3,216 -3%
BFO
98
Boston Family Office
Massachusetts
$2.5M -$83.1K -3,465 -3%
WGCA
99
Wolf Group Capital Advisors
Virginia
$2.43M +$2.43M +101,272 New
US Bancorp
100
US Bancorp
Minnesota
$2.26M -$2.17M -90,378 -49%
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4
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