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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288 hedge funds and large institutions have $2.13B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-3
Holders Change %
-1.03%
% of All Funds
4.19%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
27
Increased
107
Reduced
110
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$58.3M
2
SWA
Stratos Wealth Advisors
Ohio
+$17.8M
3
DP
Denver PWM
Colorado
+$15.3M
4
ADL
Asset Dedication LLC
California
+$12.2M
5
HPC
HM Payson & Co
Maine
+$6.34M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$21.1M
2
FA
Faithward Advisors
Pennsylvania
-$19.3M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$16.2M
4
BAM
Belpointe Asset Management
Nevada
-$10.8M
5
UBS Group
UBS Group
Switzerland
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
101
Lantz Financial
Illinois
$2.26M +$6.69K +279 +0.3%
SWP
102
Stratos Wealth Partners
Ohio
$2.17M -$267K -11,124 -11%
LIG
103
Lokken Investment Group
Delaware
$2.16M -$60.4K -2,517 -3%
EW
104
Evexia Wealth
Wisconsin
$2.13M -$71.6K -2,988 -3%
EWM
105
Endowment Wealth Management
Wisconsin
$2.04M +$22.5K +937 +1%
MCC
106
Money Concepts Capital
Florida
$2.02M -$30.1K -1,256 -1%
SWM
107
Stockman Wealth Management
Montana
$2.01M +$18.2K +758 +0.9%
GAM
108
Gould Asset Management
California
$1.98M +$798K +33,275 +67%
SF
109
Safeguard Financial
Wisconsin
$1.92M -$231K -9,648 -11%
VA
110
Valmark Advisers
Ohio
$1.91M +$297K +12,380 +18%
PFM
111
Phillips Financial Management
Indiana
$1.9M -$480K -20,000 -20%
CFG
112
Cooper Financial Group
California
$1.84M +$15.9K +663 +0.9%
CCB
113
Country Club Bank
Missouri
$1.83M -$1.13M -47,166 -38%
TLFA
114
True Link Financial Advisors
California
$1.81M -$378K -15,748 -17%
ABC
115
Associated Banc-Corp
Wisconsin
$1.78M -$44.9K -1,871 -2%
AWM
116
AE Wealth Management
Kansas
$1.77M -$2.32M -96,926 -57%
PAG
117
Private Advisor Group
New Jersey
$1.72M -$228K -9,500 -12%
CCG
118
Chatham Capital Group
Georgia
$1.69M -$153K -6,375 -8%
CTWM
119
Cherry Tree Wealth Management
Minnesota
$1.62M +$45.2K +1,883 +3%
FFA
120
Farther Finance Advisors
California
$1.56M +$220K +9,228 +16%
AR
121
Advisory Research
Illinois
$1.54M – – –
KPWS
122
Kestra Private Wealth Services
Texas
$1.54M -$138K -5,742 -8%
RWP
123
Reliant Wealth Planning
Kentucky
$1.52M +$640K +26,697 +72%
HCM
124
Howland Capital Management
Massachusetts
$1.52M -$33.1K -1,380 -2%
EIA
125
Eldridge Investment Advisors
New Hampshire
$1.5M -$3.02M -125,852 -67%
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