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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237 hedge funds and large institutions have $2B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 117 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+22
Holders Change %
+10.23%
% of All Funds
3.78%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.29%
New
39
Increased
117
Reduced
61
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GBWM
Granite Bay Wealth Management
New Hampshire
$141M
2
B
Bailard
California
$38.9M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$431M
4
FSG
Financial Strategies Group
Michigan
$20.8M
5
HBT
Hills Bank & Trust
Iowa
$29.9M

Top Sellers

1
CG
Colony Group
Massachusetts
$13.2M
2
FCH
Freestone Capital Holdings
Washington
$0
3
CIA
Capital Investment Advisors
Georgia
$29.2M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$37.1M
5
I2I
Insight 2811 Inc
Illinois
$621K
Name Holding Trade Value Shares
Change 		Shares
Change %
OPA
101
Old Port Advisors
Maine
$2.08M +$2.08M +87,431 New
SWP
102
Summit Wealth Partners
Florida
$2.08M +$545K +22,854 +36%
RI
103
Rinkey Investments
California
$1.98M -$12.2K -510 -0.6%
CFG
104
Cooper Financial Group
California
$1.97M +$1.05M +43,935 +114%
Jane Street
105
Jane Street
New York
$1.92M -$4.21M -176,799 -69%
PAS
106
Park Avenue Securities
New York
$1.91M -$2.09M -87,809 -52%
EP
107
Essential Planning
New Hampshire
$1.85M +$1.85M +59,037 New
PA
108
PSI Advisors
Florida
$1.84M +$422K +17,705 +30%
SF
109
Safeguard Financial
Wisconsin
$1.83M +$3.43K +144 +0.2%
BEI
110
Benjamin Edwards Inc
Missouri
$1.75M +$37K +1,550 +2%
RCA
111
Resonant Capital Advisors
Wisconsin
$1.71M -$455K -19,069 -21%
AIC
112
Archer Investment Corporation
Indiana
$1.57M +$501K +21,027 +47%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$1.55M +$109K +4,558 +8%
AWS
114
Atria Wealth Solutions
New York
$1.54M -$119K -5,011 -7%
BPA
115
Beacon Pointe Advisors
California
$1.51M +$222K +9,323 +17%
ABC
116
Associated Banc-Corp
Wisconsin
$1.5M +$359K +15,059 +31%
APP
117
Avantax Planning Partners
Iowa
$1.49M -$8.13K -341 -0.5%
SWM
118
Stockman Wealth Management
Montana
$1.41M +$524K +21,967 +59%
CFS
119
Cannon Financial Strategists
Georgia
$1.36M +$14.5K +609 +1%
PFM
120
Phillips Financial Management
Indiana
$1.34M +$46.2K +1,939 +4%
ACM
121
Advance Capital Management
Michigan
$1.29M -$116K -4,854 -8%
VA
122
Valmark Advisers
Ohio
$1.23M +$183K +7,661 +17%
CTWM
123
Cherry Tree Wealth Management
Minnesota
$1.22M +$23.1K +970 +2%
CCM
124
Coldstream Capital Management
Washington
$1.17M -$20.7K -867 -2%
Ameriprise
125
Ameriprise
Minnesota
$1.12M +$654K +27,419 +140%
3 4
5
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