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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5 hedge funds and large institutions have $6.6M invested in iShares iBonds Dec 2024 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 272 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
-278
Holders Change %
-98.23%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
1
Reduced
2
Closed
272
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BAM
Belpointe Asset Management
Nevada
+$298K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$120M
2
HPC
HM Payson & Co
Maine
-$89.7M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$84.1M
4
Morgan Stanley
Morgan Stanley
New York
-$83.6M
5
HBT
Hills Bank & Trust
Iowa
-$46.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PJSIMP
126
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$1.15M -47,982 Closed
MBT
127
Montecito Bank & Trust
California
– -$1.12M -46,649 Closed
CCG
128
Chatham Capital Group
Georgia
– -$1.1M -45,650 Closed
APW
129
Austin Private Wealth
Texas
– -$1.09M -45,310 Closed
KFAA
130
Klaas Financial Asset Advisors
Illinois
– -$1.07M -44,681 Closed
Cerity Partners
131
Cerity Partners
New York
– -$1.07M -44,636 Closed
CPW
132
Crestmont Private Wealth
Texas
– -$1.06M -44,204 Closed
CFGL
133
Cambridge Financial Group, LLC
Arizona
– -$1.04M -43,324 Closed
PFBT
134
Parkside Financial Bank & Trust
Missouri
– -$1.03M -42,845 Closed
RWP
135
Reliant Wealth Planning
Kentucky
– -$1.02M -42,698 Closed
MCCA
136
Mill Creek Capital Advisors
Pennsylvania
– -$1.02M -42,400 Closed
SCA
137
Snowden Capital Advisors
New York
– -$1.01M -42,181 Closed
CCM
138
Coldstream Capital Management
Washington
– -$966K -40,238 Closed
RIA
139
Regal Investment Advisors
Michigan
– -$956K -39,854 Closed
MPPLM
140
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$950K -39,600 Closed
CCM
141
Crew Capital Management
Ohio
– -$927K -38,641 Closed
AAS
142
Ameritas Advisory Services
Nebraska
– -$903K -37,610 Closed
TLFA
143
True Link Financial Advisors
California
– -$902K -37,600 Closed
DADC
144
D.A. Davidson & Co
Montana
– -$882K -36,743 Closed
WAS
145
Wealth Advisory Solutions
Indiana
– -$848K -35,318 Closed
AWP
146
Accretive Wealth Partners
New Jersey
– -$812K -33,849 Closed
BFP
147
Beacon Financial Planning
Massachusetts
– -$785K -32,703 Closed
B
148
Bailard
California
– -$784K -32,655 Closed
FWM
149
Fairhaven Wealth Management
Illinois
– -$758K -31,586 Closed
CPRC
150
Consolidated Portfolio Review Corp
New York
– -$745K -31,055 Closed
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