IBTE

iShares iBonds Dec 2024 Term Treasury ETF

Delisted

IBTE was delisted on the 16th of December, 2024.

283 hedge funds and large institutions have $1.43B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 81 increasing their positions, 135 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-5
Holders Change %
-1.74%
% of All Funds
4.09%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
19
Increased
81
Reduced
135
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
126
Farther Finance Advisors
California
$1.16M -$404K -16,832 -26%
PJSIMP
127
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.15M -$77.8K -3,241 -6%
MBT
128
Montecito Bank & Trust
California
$1.12M
CCG
129
Chatham Capital Group
Georgia
$1.1M -$593K -24,725 -35%
APW
130
Austin Private Wealth
Texas
$1.09M -$105K -4,367 -9%
KFAA
131
Klaas Financial Asset Advisors
Illinois
$1.07M -$351K -14,626 -25%
Cerity Partners
132
Cerity Partners
New York
$1.07M +$255K +10,645 +31%
CPW
133
Crestmont Private Wealth
Texas
$1.06M +$24.1K +1,003 +2%
CFGA
134
Cambridge Financial Group (Arizona)
Arizona
$1.04M +$352K +14,664 +51%
PFBT
135
Parkside Financial Bank & Trust
Missouri
$1.03M +$1.63K +68 +0.2%
RWP
136
Reliant Wealth Planning
Kentucky
$1.02M -$501K -20,876 -33%
MCCA
137
Mill Creek Capital Advisors
Pennsylvania
$1.02M
SCA
138
Snowden Capital Advisors
New York
$1.01M +$232K +9,673 +30%
CCM
139
Coldstream Capital Management
Washington
$966K -$16.3K -681 -2%
RIA
140
Regal Investment Advisors
Michigan
$956K -$41.4K -1,724 -4%
MPPLM
141
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$950K +$197K +8,209 +26%
CCM
142
Crew Capital Management
Ohio
$927K -$185K -7,726 -17%
AAS
143
Ameritas Advisory Services
Nebraska
$903K +$95.2K +3,965 +12%
TLFA
144
True Link Financial Advisors
California
$902K -$908K -37,845 -50%
DADC
145
D.A. Davidson & Co
Montana
$882K -$3.9M -162,421 -82%
WAS
146
Wealth Advisory Solutions
Indiana
$848K +$11.7K +488 +1%
AWP
147
Accretive Wealth Partners
New Jersey
$812K -$2.3M -95,751 -74%
BFP
148
Beacon Financial Planning
Massachusetts
$785K +$54.1K +2,255 +7%
B
149
Bailard
California
$784K -$442K -18,417 -36%
FWM
150
Fairhaven Wealth Management
Illinois
$758K +$74.1K +3,087 +11%