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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288 hedge funds and large institutions have $2.13B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-3
Holders Change %
-1.03%
% of All Funds
4.19%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
27
Increased
107
Reduced
110
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$58.3M
2
SWA
Stratos Wealth Advisors
Ohio
+$17.8M
3
DP
Denver PWM
Colorado
+$15.3M
4
ADL
Asset Dedication LLC
California
+$12.2M
5
HPC
HM Payson & Co
Maine
+$6.34M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$21.1M
2
FA
Faithward Advisors
Pennsylvania
-$19.3M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$16.2M
4
BAM
Belpointe Asset Management
Nevada
-$10.8M
5
UBS Group
UBS Group
Switzerland
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGA
126
Portland Global Advisors
Maine
$1.5M +$369K +15,378 +33%
CFS
127
Cannon Financial Strategists
Georgia
$1.48M +$17.1K +714 +1%
KFAA
128
Klaas Financial Asset Advisors
Illinois
$1.42M +$215K +8,969 +18%
AAIM
129
Asset Advisors Investment Management
Georgia
$1.33M +$713K +29,733 +116%
JAG
130
Journey Advisory Group
Kentucky
$1.31M +$1.75K +73 +0.1%
OPA
131
Old Port Advisors
Maine
$1.27M -$316K -13,188 -20%
SWP
132
Summit Wealth Partners
Florida
$1.25M -$1.06M -44,243 -46%
RCA
133
Resonant Capital Advisors
Wisconsin
$1.23M -$429K -17,902 -26%
PJSIMP
134
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.23M -$134K -5,588 -10%
B
135
Bailard
California
$1.22M -$648K -27,023 -35%
ACM
136
Advance Capital Management
Michigan
$1.22M -$23.7K -990 -2%
APW
137
Austin Private Wealth
Texas
$1.19M +$220K +9,186 +23%
MBT
138
Montecito Bank & Trust
California
$1.12M +$11K +460 +1%
CCM
139
Crew Capital Management
Ohio
$1.11M -$336K -13,991 -23%
CPW
140
Crestmont Private Wealth
Texas
$1.04M +$132K +5,511 +15%
PFBT
141
Parkside Financial Bank & Trust
Missouri
$1.03M – – –
MCCA
142
Mill Creek Capital Advisors
Pennsylvania
$1.02M – – –
RIA
143
Regal Investment Advisors
Michigan
$997K -$26.9K -1,121 -3%
CCM
144
Coldstream Capital Management
Washington
$981K -$129K -5,398 -12%
BAM
145
Belpointe Asset Management
Nevada
$870K -$10.8M -448,919 -93%
WAS
146
Wealth Advisory Solutions
Indiana
$835K +$26K +1,084 +3%
SPC
147
Sigma Planning Corp
Michigan
$821K -$1.11M -46,284 -57%
AFG
148
Atomi Financial Group
New York
$820K +$820K +34,179 New
Cerity Partners
149
Cerity Partners
New York
$815K +$108K +4,518 +15%
AAS
150
Ameritas Advisory Services
Nebraska
$807K +$101K +4,200 +14%
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