IBTE

iShares iBonds Dec 2024 Term Treasury ETF

Delisted

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

203 hedge funds and large institutions have $1.69B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 107 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+35
Holders Change %
+20.83%
% of All Funds
3.25%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
47
Increased
107
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
101
IFG Advisory
Georgia
$1.32M +$904K +37,632 +215%
LB
102
Leo Brokerage
Texas
$1.24M +$1.24M +51,770 New
PFM
103
Phillips Financial Management
Indiana
$1.22M +$1.05M +43,542 +599%
BAM
104
Belpointe Asset Management
Nevada
$1.2M +$282K +11,747 +31%
PA
105
PSI Advisors
Florida
$1.17M +$902K +37,566 +336%
SPIA
106
Steward Partners Investment Advisory
New York
$1.11M -$55.9K -2,329 -5%
SL
107
SWMG LLC
Texas
$1.1M +$1.1M +45,711 New
EW
108
Element Wealth
Mississippi
$1.09M +$338K +14,082 +45%
KIA
109
Knollwood Investment Advisory
Maryland
$1M
CW
110
CreativeOne Wealth
Kansas
$976K +$792 +33 +0.1%
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
$962K -$721K -30,053 -43%
Citadel Advisors
112
Citadel Advisors
Florida
$932K +$932K +38,808 New
Baird Financial Group
113
Baird Financial Group
Wisconsin
$911K +$211K +8,802 +30%
EWM
114
Evermay Wealth Management
Virginia
$883K +$115K +4,791 +15%
CCP
115
Carmel Capital Partners
California
$789K +$789K +32,856 New
VA
116
Valmark Advisers
Ohio
$773K +$773K +32,213 New
ABC
117
Associated Banc-Corp
Wisconsin
$753K +$427K +17,780 +131%
AWS
118
AJ Wealth Strategies
New York
$744K -$24.2K -1,008 -3%
CSPAM
119
Cary Street Partners Asset Management
Virginia
$662K +$662K +27,562 New
HCM
120
Howland Capital Management
Massachusetts
$654K +$654K +27,255 New
EIA
121
Eldridge Investment Advisors
New Hampshire
$653K -$367K -15,292 -36%
AWS
122
Atria Wealth Solutions
New York
$595K +$122K +5,076 +26%
CIBC Private Wealth Group
123
CIBC Private Wealth Group
Georgia
$564K
CPRC
124
Consolidated Portfolio Review Corp
New York
$564K +$564K +23,499 New
William Blair & Company
125
William Blair & Company
Illinois
$552K -$70.8K -2,949 -11%