IBTE

iShares iBonds Dec 2024 Term Treasury ETF
IBTE

Overview Fund Activity
Delisted

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

Back to rankings

203 hedge funds and large institutions have $1.69B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 107 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+35
Holders Change %
+20.83%
% of All Funds
3.25%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
47
Increased
107
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$54.2M
2
UBS Group
UBS Group
Switzerland
+$44.9M
3
Wells Fargo
Wells Fargo
California
+$19M
4
B
Bailard
California
+$16.5M
5
Jane Street
Jane Street
New York
+$13M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$31.1M
2
FA
Faithward Advisors
Pennsylvania
-$15.2M
3
RPSA
Richard P. Slaughter Associates
Texas
-$10.8M
4
Renaissance Technologies
Renaissance Technologies
New York
-$6.66M
5
SVWAG
Sound View Wealth Advisors Group
Georgia
-$4.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
126
Barrett & Company
Rhode Island
$548K +$51.8K +2,157 +10%
JWCA
127
J.W. Cole Advisors
Florida
$547K -$341K -14,189 -38%
RPSA
128
Richard P. Slaughter Associates
Texas
$500K -$10.8M -447,826 -96%
WA
129
WESPAC Advisors
California
$495K +$495K +20,630 New
CCM
130
Coldstream Capital Management
Washington
$495K +$495K +20,629 New
CSI
131
Cross Staff Investments
New York
$475K +$30.3K +1,260 +7%
HWM
132
Horizons Wealth Management
North Carolina
$469K +$178K +7,420 +61%
RJT
133
Raymond James Trust
Florida
$443K +$123K +5,131 +39%
CIAS
134
CFS Investment Advisory Services
New Jersey
$439K +$175K +7,270 +66%
SG
135
Strid Group
Pennsylvania
$435K +$435K +18,128 New
AAS
136
Avantax Advisory Services
Texas
$432K +$840 +35 +0.2%
MCM
137
Mattern Capital Management
Colorado
$432K +$432K +17,985 New
SAM
138
Summit Asset Management
Tennessee
$424K – – –
SOS
139
Silver Oak Securities
Tennessee
$421K +$421K +16,868 New
CFG
140
Cooper Financial Group
California
$421K +$72.2K +3,008 +21%
PTC
141
Private Trust Company
Ohio
$402K +$89.1K +3,710 +29%
BWM
142
BerganKDV Wealth Management
Minnesota
$400K – – –
CA
143
Cetera Advisors
Colorado
$400K -$59.6K -2,482 -13%
WHCI
144
W.H. Cornerstone Investments
Massachusetts
$396K -$8.72K -363 -2%
ASN
145
Advisory Services Network
Georgia
$389K +$92.7K +3,862 +31%
CWM
146
Connecticut Wealth Management
Connecticut
$379K +$379K +15,766 New
OSNBOA
147
Old Second National Bank of Aurora
Illinois
$377K -$960K -39,971 -72%
FAAM
148
First Ascent Asset Management
Colorado
$367K +$115K +4,800 +46%
JFG
149
JDM Financial Group
Texas
$367K +$115K +4,800 +46%
CTA
150
Chesley Taft & Associates
Illinois
$365K +$72K +3,000 +25%
4 5
6
7 8