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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277 hedge funds and large institutions have $2.25B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 125 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+40
Holders Change %
+16.88%
% of All Funds
4.06%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
62
Increased
125
Reduced
64
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$66.7M
2
HPC
HM Payson & Co
Maine
+$52.5M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$23.8M
4
ICG
InterOcean Capital Group
Tennessee
+$17.9M
5
Renaissance Technologies
Renaissance Technologies
New York
+$16.7M

Top Sellers

1
B
Bailard
California
-$29.8M
2
GBWM
Granite Bay Wealth Management
New Hampshire
-$20.8M
3
SL
Summitry LLC
California
-$20.6M
4
NA
NewEdge Advisors
Louisiana
-$13M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEI
126
Benjamin Edwards Inc
Missouri
$1.61M -$145K -6,059 -8%
KPWS
127
Kestra Private Wealth Services
Texas
$1.58M +$753K +31,549 +92%
PAG
128
Private Advisor Group
New Jersey
$1.57M -$935K -39,168 -37%
HCM
129
Howland Capital Management
Massachusetts
$1.53M +$685K +28,707 +81%
AR
130
Advisory Research
Illinois
$1.53M +$1.53M +64,180 New
CTWM
131
Cherry Tree Wealth Management
Minnesota
$1.51M +$288K +12,073 +24%
PJSIMP
132
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.44M +$371K +15,508 +35%
APP
133
Avantax Planning Partners
Iowa
$1.41M -$79.5K -3,332 -5%
CFS
134
Cannon Financial Strategists
Georgia
$1.39M +$20.2K +848 +1%
FFA
135
Farther Finance Advisors
California
$1.33M +$1.3M +54,461 +3,756%
PA
136
Probity Advisors
Texas
$1.3M +$1.3M +54,315 New
VA
137
Valmark Advisers
Ohio
$1.28M +$52.7K +2,210 +4%
MCCA
138
Mill Creek Capital Advisors
Pennsylvania
$1.27M +$1.27M +53,213 New
KFAA
139
Klaas Financial Asset Advisors
Illinois
$1.27M +$545K +22,832 +76%
AC
140
Adroit Compliance
$1.27M +$1.27M +53,042 New
ACM
141
Advance Capital Management
Michigan
$1.25M -$42.4K -1,776 -3%
EWM
142
Endowment Wealth Management
Wisconsin
$1.22M +$177K +7,419 +17%
MBT
143
Montecito Bank & Trust
California
$1.1M +$852K +35,694 +340%
CCM
144
Coldstream Capital Management
Washington
$1.06M -$117K -4,906 -10%
US Bancorp
145
US Bancorp
Minnesota
$1.02M +$1.02M +42,932 New
CAN
146
Cetera Advisor Networks
California
$993K +$127K +5,320 +15%
EW
147
Element Wealth
Mississippi
$984K +$270K +11,324 +38%
RIA
148
Regal Investment Advisors
Michigan
$976K -$1.22M -51,004 -55%
HWM
149
Horizons Wealth Management
North Carolina
$912K +$120K +5,040 +15%
RPSA
150
Richard P. Slaughter Associates
Texas
$880K -$83.2K -3,485 -9%
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