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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215 hedge funds and large institutions have $1.8B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 114 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+12
Holders Change %
+5.91%
% of All Funds
3.39%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
31
Increased
114
Reduced
45
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCH
Freestone Capital Holdings
Washington
$42.6M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$402M
3
UBS Group
UBS Group
Switzerland
$82.2M
4
CWM
Connecticut Wealth Management
Connecticut
$11.9M
5
HBT
Hills Bank & Trust
Iowa
$9.46M

Top Sellers

1
CAN
Cetera Advisor Networks
California
$3.35M
2
Osaic Holdings
Osaic Holdings
Arizona
$11.2M
3
B
Bailard
California
$0
4
GI
Gradient Investments
Minnesota
$6.81M
5
Jane Street
Jane Street
New York
$6.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
151
Chesley Taft & Associates
Illinois
$433K +$71.4K +3,000 +20%
SG
152
Strid Group
Pennsylvania
$431K – – –
MCM
153
Mattern Capital Management
Colorado
$428K – – –
ASN
154
Advisory Services Network
Georgia
$416K +$30.8K +1,292 +8%
EIA
155
Eldridge Investment Advisors
New Hampshire
$410K -$237K -9,955 -37%
RWM
156
Ritholtz Wealth Management
New York
$403K +$403K +16,951 New
PTC
157
Private Trust Company
Ohio
$398K – – –
BWM
158
BerganKDV Wealth Management
Minnesota
$397K – – –
CIAS
159
CFS Investment Advisory Services
New Jersey
$396K -$39.1K -1,642 -9%
OMC
160
Old Mission Capital
Illinois
$377K +$377K +15,834 New
OSNBOA
161
Old Second National Bank of Aurora
Illinois
$373K – – –
FAAM
162
First Ascent Asset Management
Colorado
$372K +$8.28K +348 +2%
JFG
163
JDM Financial Group
Texas
$372K +$8.28K +348 +2%
WHCI
164
W.H. Cornerstone Investments
Massachusetts
$367K -$25.3K -1,061 -6%
GAM
165
Gould Asset Management
California
$351K +$16.9K +710 +5%
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$346K +$346K +14,556 New
AWP
167
Accretive Wealth Partners
New Jersey
$343K – – –
NDSI
168
Newman Dignan & Sheerar Inc
Rhode Island
$339K +$4.74K +199 +1%
CA
169
Cetera Advisors
Colorado
$334K -$61.5K -2,586 -16%
RSWM
170
Robertson Stephens Wealth Management
California
$334K +$27.5K +1,155 +9%
MWM
171
Mascoma Wealth Management
New Hampshire
$326K +$200K +8,400 +158%
GHA
172
Granite Harbor Advisors
Texas
$321K +$64.9K +2,727 +25%
AAS
173
Avantax Advisory Services
Texas
$315K -$113K -4,760 -26%
LA
174
LVW Advisors
New York
$287K – – –
BSSFA
175
Baron Silver Stevens Financial Advisors
Florida
$284K +$22.6K +948 +9%
5 6
7
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