IBTE

iShares iBonds Dec 2024 Term Treasury ETF

Delisted

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

203 hedge funds and large institutions have $1.69B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 107 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+35
Holders Change %
+20.83%
% of All Funds
3.25%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
47
Increased
107
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BPA
151
Beacon Pointe Advisors
California
$355K +$30.8K +1,282 +9%
BSG
152
Black Swift Group
Colorado
$353K +$353K +14,700 New
AWP
153
Accretive Wealth Partners
New Jersey
$346K +$346K +14,398 New
CSIA
154
Conrad Siegel Investment Advisors
Pennsylvania
$344K +$2.38K +99 +0.7%
NDSI
155
Newman Dignan & Sheerar Inc
Rhode Island
$338K -$7.76K -323 -2%
GAM
156
Gould Asset Management
California
$337K -$132K -5,485 -28%
EWM
157
Endowment Wealth Management
Wisconsin
$321K +$321K +13,359 New
RSWM
158
Robertson Stephens Wealth Management
California
$309K +$92.4K +3,850 +43%
QA
159
Quantitative Advantage
Minnesota
$291K +$291K +12,109 New
LA
160
LVW Advisors
New York
$290K +$6.48K +270 +2%
Koshinski Asset Management
161
Koshinski Asset Management
Illinois
$277K +$277K +11,533 New
Cerity Partners
162
Cerity Partners
New York
$276K +$50.1K +2,087 +22%
KWA
163
KCS Wealth Advisory
California
$267K +$267K +11,121 New
FWM
164
Focused Wealth Management
New York
$267K +$8.4K +350 +3%
BSSFA
165
Baron Silver Stevens Financial Advisors
Florida
$264K +$264K +10,992 New
GHA
166
Granite Harbor Advisors
Texas
$258K +$33.9K +1,410 +15%
HH
167
Hilltop Holdings
Texas
$258K +$258K +10,732 New
OAM
168
Occidental Asset Management
California
$229K
FA
169
Faithward Advisors
Pennsylvania
$221K -$15.2M -635,272 -99%
TA
170
TKG Advisors
Indiana
$216K -$10.5K -438 -5%
MAG
171
MRA Advisory Group
New Jersey
$210K +$210K +8,760 New
SHIM
172
Stone House Investment Management
Pennsylvania
$202K +$202K +8,410 New
GT
173
Glenview Trust
Kentucky
$202K +$202K +8,400 New
WP
174
WealthPLAN Partners
Nebraska
$169K +$169K +7,027 New
AIM
175
Arcadia Investment Management
Michigan
$156K