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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215 hedge funds and large institutions have $1.8B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 114 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+12
Holders Change %
+5.91%
% of All Funds
3.39%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
31
Increased
114
Reduced
45
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCH
Freestone Capital Holdings
Washington
$42.6M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$402M
3
UBS Group
UBS Group
Switzerland
$82.2M
4
CWM
Connecticut Wealth Management
Connecticut
$11.9M
5
HBT
Hills Bank & Trust
Iowa
$9.46M

Top Sellers

1
CAN
Cetera Advisor Networks
California
$3.35M
2
Osaic Holdings
Osaic Holdings
Arizona
$11.2M
3
B
Bailard
California
$0
4
GI
Gradient Investments
Minnesota
$6.81M
5
Jane Street
Jane Street
New York
$6.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
101
Safeguard Financial
Wisconsin
$1.82M -$14.6K -614 -0.8%
LB
102
Leo Brokerage
Texas
$1.78M +$546K +22,952 +44%
BEI
103
Benjamin Edwards Inc
Missouri
$1.71M -$28.2K -1,184 -2%
AWS
104
Atria Wealth Solutions
New York
$1.66M +$1.07M +44,864 +181%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$1.65M +$699K +29,396 +73%
SWP
106
Summit Wealth Partners
Florida
$1.53M +$202K +8,467 +15%
APP
107
Avantax Planning Partners
Iowa
$1.5M – – –
Baird Financial Group
108
Baird Financial Group
Wisconsin
$1.44M +$537K +22,558 +59%
PA
109
PSI Advisors
Florida
$1.42M +$256K +10,760 +22%
ACM
110
Advance Capital Management
Michigan
$1.4M -$71.4K -3,000 -5%
CFS
111
Cannon Financial Strategists
Georgia
$1.35M +$1.35M +56,599 New
PFM
112
Phillips Financial Management
Indiana
$1.29M +$85.3K +3,583 +7%
BPA
113
Beacon Pointe Advisors
California
$1.29M +$933K +39,203 +265%
CTWM
114
Cherry Tree Wealth Management
Minnesota
$1.2M +$1.2M +50,253 New
CCM
115
Coldstream Capital Management
Washington
$1.19M +$702K +29,491 +143%
EW
116
Element Wealth
Mississippi
$1.15M +$72.5K +3,045 +7%
ABC
117
Associated Banc-Corp
Wisconsin
$1.14M +$397K +16,680 +53%
AIC
118
Archer Investment Corporation
Indiana
$1.06M +$983K +41,301 +1,228%
VA
119
Valmark Advisers
Ohio
$1.04M +$277K +11,636 +36%
KIA
120
Knollwood Investment Advisory
Maryland
$992K – – –
SPIA
121
Steward Partners Investment Advisory
New York
$968K -$134K -5,632 -12%
CFG
122
Cooper Financial Group
California
$920K +$503K +21,136 +121%
MA
123
Mutual Advisors
Nebraska
$918K +$918K +38,569 New
SWM
124
Stockman Wealth Management
Montana
$882K +$882K +37,047 New
BAM
125
Belpointe Asset Management
Nevada
$773K -$420K -17,638 -35%
3 4
5
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