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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237 hedge funds and large institutions have $2B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 117 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+22
Holders Change %
+10.23%
% of All Funds
3.78%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.29%
New
39
Increased
117
Reduced
61
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GBWM
Granite Bay Wealth Management
New Hampshire
+$138M
2
B
Bailard
California
+$38.9M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$28M
4
FSG
Financial Strategies Group
Michigan
+$20.8M
5
HBT
Hills Bank & Trust
Iowa
+$20.4M

Top Sellers

1
CG
Colony Group
Massachusetts
-$76.5M
2
FCH
Freestone Capital Holdings
Washington
-$42.6M
3
CIA
Capital Investment Advisors
Georgia
-$23M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$15.9M
5
I2I
Insight 2811 Inc
Illinois
-$14.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
126
Cary Street Partners Investment Advisory
Virginia
$1.07M +$928K +38,917 +636%
PJSIMP
127
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.07M -$6.81M -286,137 -86%
LSAG
128
Lake Street Advisors Group
New Hampshire
$1.06M +$1.06M +44,503 New
EWM
129
Endowment Wealth Management
Wisconsin
$1.04M +$521K +21,848 +99%
SPIA
130
Steward Partners Investment Advisory
New York
$964K -$6.41K -269 -0.7%
RPSA
131
Richard P. Slaughter Associates
Texas
$963K +$247K +10,344 +34%
NW
132
NewEdge Wealth
Pennsylvania
$891K +$337K +14,121 +61%
SWP
133
Stratos Wealth Partners
Ohio
$886K +$886K +37,153 New
CAN
134
Cetera Advisor Networks
California
$866K -$2.49M -104,399 -74%
MA
135
MKT Advisors
California
$853K +$575K +24,194 +207%
HCM
136
Howland Capital Management
Massachusetts
$849K +$85K +3,567 +11%
KBC
137
Key Bridge Compliance
$825K +$825K +34,621 New
WAS
138
Wealth Advisory Solutions
Indiana
$825K +$825K +34,621 New
KPWS
139
Kestra Private Wealth Services
Texas
$822K +$348K +14,611 +74%
CCM
140
Crew Capital Management
Ohio
$806K +$806K +33,828 New
HWM
141
Horizons Wealth Management
North Carolina
$791K +$267K +11,187 +51%
TLFA
142
True Link Financial Advisors
California
$752K +$93.4K +3,916 +14%
KFAA
143
Klaas Financial Asset Advisors
Illinois
$720K +$113K +4,743 +19%
EW
144
Element Wealth
Mississippi
$713K -$441K -18,489 -38%
RJT
145
Raymond James Trust
Florida
$631K – – –
I2I
146
Insight 2811 Inc
Illinois
$621K -$14.6M -611,581 -96%
FWM
147
Fairhaven Wealth Management
Illinois
$616K – – –
CIBC Private Wealth Group
148
CIBC Private Wealth Group
Georgia
$601K +$40.5K +1,700 +7%
BAM
149
Belpointe Asset Management
Nevada
$598K -$176K -7,400 -23%
GWM
150
Geneos Wealth Management
Colorado
$581K +$581K +24,355 New
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