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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291 hedge funds and large institutions have $2.18B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 131 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+14
Holders Change %
+5.05%
% of All Funds
4.22%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
36
Increased
131
Reduced
87
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$56.4M
2
HPC
HM Payson & Co
Maine
+$35M
3
FWTB
First Western Trust Bank
Colorado
+$29.4M
4
Bank of America
Bank of America
North Carolina
+$21.2M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$17.3M

Top Sellers

1
GBWM
Granite Bay Wealth Management
New Hampshire
-$119M
2
Morgan Stanley
Morgan Stanley
New York
-$86.2M
3
UBS Group
UBS Group
Switzerland
-$26.6M
4
CWM
Campbell Wealth Management
Virginia
-$23.3M
5
Stifel Financial
Stifel Financial
Missouri
-$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
101
Stratos Wealth Partners
Ohio
$2.44M +$45.2K +1,886 +2%
PFM
102
Phillips Financial Management
Indiana
$2.38M +$69.5K +2,905 +3%
Citadel Advisors
103
Citadel Advisors
Florida
$2.35M +$2.35M +98,008 New
SWP
104
Summit Wealth Partners
Florida
$2.31M -$15.8K -659 -0.7%
RSWM
105
Robertson Stephens Wealth Management
California
$2.3M +$299K +12,496 +15%
LF
106
Lantz Financial
Illinois
$2.25M +$218K +9,087 +11%
LIG
107
Lokken Investment Group
Delaware
$2.21M -$9.5K -397 -0.4%
EW
108
Evexia Wealth
Wisconsin
$2.2M +$204K +8,540 +10%
TLFA
109
True Link Financial Advisors
California
$2.18M +$107K +4,480 +5%
SF
110
Safeguard Financial
Wisconsin
$2.15M +$411K +17,182 +24%
MCC
111
Money Concepts Capital
Florida
$2.04M -$1.02M -42,698 -33%
CA
112
Cetera Advisors
Colorado
$2.03M +$1.51M +63,224 +295%
EWM
113
Endowment Wealth Management
Wisconsin
$2.01M +$783K +32,712 +64%
IMA
114
Investment Management Associates
Colorado
$2M -$215 -9 -0%
SWM
115
Stockman Wealth Management
Montana
$1.99M +$243K +10,139 +14%
PAG
116
Private Advisor Group
New Jersey
$1.94M +$364K +15,205 +23%
FTUS
117
Flow Traders U.S.
New York
$1.93M +$1.93M +80,781 New
SPC
118
Sigma Planning Corp
Michigan
$1.93M +$82.8K +3,458 +4%
BFEC
119
Benjamin F. Edwards & Company
Missouri
$1.93M -$6.84M -285,527 -78%
B
120
Bailard
California
$1.87M -$7.34M -306,701 -80%
RI
121
Rinkey Investments
California
$1.85M +$16.2K +675 +0.9%
CCG
122
Chatham Capital Group
Georgia
$1.84M -$4.98M -208,005 -73%
CFG
123
Cooper Financial Group
California
$1.82M -$650K -27,138 -26%
ABC
124
Associated Banc-Corp
Wisconsin
$1.82M -$20.6K -860 -1%
BPA
125
Beacon Pointe Advisors
California
$1.7M +$30.7K +1,283 +2%
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5
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