IBTE

iShares iBonds Dec 2024 Term Treasury ETF

Delisted

IBTE was delisted on the 16th of December, 2024.

283 hedge funds and large institutions have $1.43B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 81 increasing their positions, 135 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-5
Holders Change %
-1.74%
% of All Funds
4.09%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
19
Increased
81
Reduced
135
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LIM
76
Leavell Investment Management
Alabama
$3.78M -$887K -36,977 -19%
CW
77
CreativeOne Wealth
Kansas
$3.65M +$1.05M +43,890 +41%
LCM
78
Lunt Capital Management
Utah
$3.63M -$115K -4,778 -3%
MML Investors Services
79
MML Investors Services
Massachusetts
$3.31M +$47.5K +1,981 +1%
WANY
80
Wealthspire Advisors (New York)
New York
$3.15M -$566K -23,571 -15%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$3.07M -$176K -7,352 -5%
MA
82
Montag & Associates
Georgia
$2.99M -$24 -1 -0%
PA
83
Probity Advisors
Texas
$2.97M +$245K +10,217 +9%
Focus Partners Wealth
84
Focus Partners Wealth
Massachusetts
$2.86M -$11.7M -487,228 -80%
BSG
85
Black Swift Group
Colorado
$2.84M -$521K -21,725 -16%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$2.82M -$1.29M -53,762 -31%
EH
87
Equitable Holdings
New York
$2.77M -$22.3M -928,648 -89%
PAS
88
Park Avenue Securities
New York
$2.67M -$475K -19,794 -15%
Ameriprise
89
Ameriprise
Minnesota
$2.63M -$1.84M -76,712 -41%
EW
90
Evexia Wealth
Wisconsin
$2.49M +$362K +15,132 +17%
BFG
91
Beacon Financial Group
Texas
$2.44M -$137K -5,692 -5%
AAIM
92
Asset Advisors Investment Management
Georgia
$2.36M +$1.03M +42,970 +78%
VA
93
Valmark Advisers
Ohio
$2.33M +$413K +17,222 +22%
AF
94
Allworth Financial
California
$2.26M -$651K -27,133 -22%
LIG
95
Lokken Investment Group
Delaware
$2.19M +$32.4K +1,351 +2%
SWP
96
Stratos Wealth Partners
Ohio
$2.18M +$7.46K +311 +0.3%
GAM
97
Gould Asset Management
California
$1.99M +$2.42K +101 +0.1%
EWM
98
Endowment Wealth Management
Wisconsin
$1.99M -$52.3K -2,178 -3%
SF
99
Safeguard Financial
Wisconsin
$1.93M +$10.7K +446 +0.6%
PFM
100
Phillips Financial Management
Indiana
$1.92M +$20.6K +857 +1%