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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291 hedge funds and large institutions have $2.18B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 131 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+14
Holders Change %
+5.05%
% of All Funds
4.22%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
36
Increased
131
Reduced
87
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$56.4M
2
HPC
HM Payson & Co
Maine
+$35M
3
FWTB
First Western Trust Bank
Colorado
+$29.4M
4
Bank of America
Bank of America
North Carolina
+$21.2M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$17.3M

Top Sellers

1
GBWM
Granite Bay Wealth Management
New Hampshire
-$119M
2
Morgan Stanley
Morgan Stanley
New York
-$86.2M
3
UBS Group
UBS Group
Switzerland
-$26.6M
4
CWM
Campbell Wealth Management
Virginia
-$23.3M
5
Stifel Financial
Stifel Financial
Missouri
-$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
126
Kestra Private Wealth Services
Texas
$1.67M +$93K +3,884 +6%
RCA
127
Resonant Capital Advisors
Wisconsin
$1.66M -$56.2K -2,346 -3%
VA
128
Valmark Advisers
Ohio
$1.61M +$327K +13,649 +25%
OPA
129
Old Port Advisors
Maine
$1.58M -$1.29M -53,805 -45%
CTWM
130
Cherry Tree Wealth Management
Minnesota
$1.57M +$55K +2,299 +4%
HCM
131
Howland Capital Management
Massachusetts
$1.55M +$9.38K +392 +0.6%
AR
132
Advisory Research
Illinois
$1.54M – – –
CFS
133
Cannon Financial Strategists
Georgia
$1.46M +$70.7K +2,955 +5%
CCM
134
Crew Capital Management
Ohio
$1.44M +$597K +24,941 +70%
PJSIMP
135
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.36M -$84K -3,507 -6%
BSG
136
Black Swift Group
Colorado
$1.35M -$2.37M -98,975 -64%
FFA
137
Farther Finance Advisors
California
$1.34M +$1.6K +67 +0.1%
JAG
138
Journey Advisory Group
Kentucky
$1.31M -$7.98M -333,242 -86%
LNC
139
Lincoln National Corp
Pennsylvania
$1.26M -$1.32M -55,117 -51%
ACM
140
Advance Capital Management
Michigan
$1.25M -$6.54K -273 -0.5%
SW
141
Simplicity Wealth
New Jersey
$1.23M +$1.23M +51,344 New
KFAA
142
Klaas Financial Asset Advisors
Illinois
$1.21M -$64.7K -2,704 -5%
GBWM
143
Granite Bay Wealth Management
New Hampshire
$1.2M -$119M -4,987,918 -99%
CAN
144
Cetera Advisor Networks
California
$1.19M +$195K +8,134 +20%
GAM
145
Gould Asset Management
California
$1.18M +$440K +18,400 +59%
PGA
146
Portland Global Advisors
Maine
$1.13M +$1.13M +47,207 New
CCM
147
Coldstream Capital Management
Washington
$1.11M +$47.2K +1,970 +4%
MBT
148
Montecito Bank & Trust
California
$1.11M – – –
EW
149
Element Wealth
Mississippi
$1.1M +$109K +4,563 +11%
PFBT
150
Parkside Financial Bank & Trust
Missouri
$1.02M +$1M +41,863 +4,580%
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