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

215 hedge funds and large institutions have $1.8B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 114 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+12
Holders Change %
+5.91%
% of All Funds
3.39%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
31
Increased
114
Reduced
45
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCH
Freestone Capital Holdings
Washington
$42.6M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$402M
3
UBS Group
UBS Group
Switzerland
$82.2M
4
CWM
Connecticut Wealth Management
Connecticut
$11.9M
5
HBT
Hills Bank & Trust
Iowa
$9.46M

Top Sellers

1
CAN
Cetera Advisor Networks
California
$3.35M
2
Osaic Holdings
Osaic Holdings
Arizona
$11.2M
3
B
Bailard
California
$0
4
GI
Gradient Investments
Minnesota
$6.81M
5
Jane Street
Jane Street
New York
$6.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
126
Howland Capital Management
Massachusetts
$763K +$114K +4,800 +18%
RPSA
127
Richard P. Slaughter Associates
Texas
$715K +$220K +9,227 +44%
CSPAM
128
Cary Street Partners Asset Management
Virginia
$667K +$10.9K +457 +2%
TLFA
129
True Link Financial Advisors
California
$658K +$658K +27,633 New
RJT
130
Raymond James Trust
Florida
$630K +$191K +8,032 +44%
FWM
131
Fairhaven Wealth Management
Illinois
$615K +$615K +25,821 New
Cerity Partners
132
Cerity Partners
New York
$607K +$333K +13,992 +122%
KFAA
133
Klaas Financial Asset Advisors
Illinois
$606K +$606K +25,467 New
William Blair & Company
134
William Blair & Company
Illinois
$594K +$47.2K +1,985 +9%
AM
135
Atwater Malick
Pennsylvania
$574K +$574K +24,108 New
CPRC
136
Consolidated Portfolio Review Corp
New York
$567K +$7.59K +319 +1%
CIBC Private Wealth Group
137
CIBC Private Wealth Group
Georgia
$559K – – –
NW
138
NewEdge Wealth
Pennsylvania
$553K +$553K +23,245 New
BC
139
Barrett & Company
Rhode Island
$531K -$12.2K -514 -2%
KWA
140
KCS Wealth Advisory
California
$527K +$262K +11,009 +99%
HWM
141
Horizons Wealth Management
North Carolina
$523K +$58.7K +2,468 +13%
EWM
142
Endowment Wealth Management
Wisconsin
$523K +$205K +8,617 +65%
EH
143
Equitable Holdings
New York
$502K +$502K +21,093 New
WA
144
WESPAC Advisors
California
$491K – – –
KPWS
145
Kestra Private Wealth Services
Texas
$473K +$473K +19,856 New
CSI
146
Cross Staff Investments
New York
$471K – – –
Ameriprise
147
Ameriprise
Minnesota
$466K +$466K +19,570 New
SAM
148
Summit Asset Management
Tennessee
$463K +$42.7K +1,793 +10%
ACM
149
Arlington Capital Management
Illinois
$454K +$454K +19,063 New
RA
150
Ruggaard & Associates
Ohio
$437K +$437K +18,365 New
4 5
6
7 8