IBTE

iShares iBonds Dec 2024 Term Treasury ETF

Delisted

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

283 hedge funds and large institutions have $1.43B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 81 increasing their positions, 135 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-5
Holders Change %
-1.74%
% of All Funds
4.09%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
19
Increased
81
Reduced
135
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCB
101
Country Club Bank
Missouri
$1.9M +$70K +2,916 +4%
SWM
102
Stockman Wealth Management
Montana
$1.87M -$142K -5,935 -7%
PGA
103
Portland Global Advisors
Maine
$1.76M +$259K +10,798 +17%
ABC
104
Associated Banc-Corp
Wisconsin
$1.74M -$39.7K -1,654 -2%
MCC
105
Money Concepts Capital
Florida
$1.72M -$292K -12,169 -14%
BFO
106
Boston Family Office
Massachusetts
$1.71M -$789K -32,901 -32%
AWM
107
AE Wealth Management
Kansas
$1.7M -$69.7K -2,904 -4%
CFG
108
Cooper Financial Group
California
$1.68M -$166K -6,932 -9%
LWL
109
Leo Wealth LLC
Texas
$1.65M -$1.02M -42,693 -38%
HCM
110
Howland Capital Management
Massachusetts
$1.63M +$105K +4,385 +7%
BAM
111
Belpointe Asset Management
Nevada
$1.61M +$742K +30,905 +85%
PAG
112
Private Advisor Group
New Jersey
$1.59M -$125K -5,214 -7%
CTWM
113
Cherry Tree Wealth Management
Minnesota
$1.55M -$70.3K -2,928 -4%
AR
114
Advisory Research
Illinois
$1.54M
CFS
115
Cannon Financial Strategists
Georgia
$1.5M +$18.3K +763 +1%
EIA
116
Eldridge Investment Advisors
New Hampshire
$1.49M -$7.65K -320 -0.5%
Goldman Sachs
117
Goldman Sachs
New York
$1.48M +$1.07M +44,465 +258%
KPWS
118
Kestra Private Wealth Services
Texas
$1.41M -$125K -5,226 -8%
JAG
119
Journey Advisory Group
Kentucky
$1.31M
US Bancorp
120
US Bancorp
Minnesota
$1.31M -$957K -39,892 -42%
AFG
121
Atomi Financial Group
New York
$1.27M +$452K +18,832 +55%
ACM
122
Advance Capital Management
Michigan
$1.24M +$10.2K +423 +0.8%
RCA
123
Resonant Capital Advisors
Wisconsin
$1.23M
SWP
124
Summit Wealth Partners
Florida
$1.19M -$58.2K -2,427 -5%
OPA
125
Old Port Advisors
Maine
$1.19M -$83.4K -3,477 -7%