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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237 hedge funds and large institutions have $2B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 117 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+22
Holders Change %
+10.23%
% of All Funds
3.78%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.29%
New
39
Increased
117
Reduced
61
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GBWM
Granite Bay Wealth Management
New Hampshire
+$138M
2
B
Bailard
California
+$38.9M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$28M
4
FSG
Financial Strategies Group
Michigan
+$20.8M
5
HBT
Hills Bank & Trust
Iowa
+$20.4M

Top Sellers

1
CG
Colony Group
Massachusetts
-$76.5M
2
FCH
Freestone Capital Holdings
Washington
-$42.6M
3
CIA
Capital Investment Advisors
Georgia
-$23M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$15.9M
5
I2I
Insight 2811 Inc
Illinois
-$14.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPRC
151
Consolidated Portfolio Review Corp
New York
$576K +$8.46K +355 +1%
SCA
152
Snowden Capital Advisors
New York
$574K -$4.73M -198,552 -89%
AM
153
Atwater Malick
Pennsylvania
$569K -$5.25K -220 -0.9%
Cerity Partners
154
Cerity Partners
New York
$558K -$49.5K -2,076 -8%
BC
155
Barrett & Company
Rhode Island
$526K -$6.22K -261 -1%
RWP
156
Reliant Wealth Planning
Kentucky
$525K +$525K +22,024 New
CIBC World Market
157
CIBC World Market
Ontario, Canada
$523K +$523K +21,950 New
SWA
158
Stratos Wealth Advisors
Ohio
$516K +$516K +21,657 New
WA
159
WESPAC Advisors
California
$509K +$17.4K +730 +4%
RA
160
Ruggaard & Associates
Ohio
$499K +$61.4K +2,575 +14%
CTA
161
Chesley Taft & Associates
Illinois
$482K +$47.7K +2,000 +11%
BHPW
162
Beverly Hills Private Wealth
California
$465K +$465K +19,488 New
SAM
163
Summit Asset Management
Tennessee
$463K – – –
BSG
164
Black Swift Group
Colorado
$458K +$458K +19,200 New
ACM
165
Arlington Capital Management
Illinois
$455K +$405 +17 +0.1%
CSPAM
166
Cary Street Partners Asset Management
Virginia
$455K -$213K -8,949 -32%
AT
167
Arlington Trust
Alabama
$451K +$451K +18,915 New
AP
168
Arlington Partners
Alabama
$451K +$451K +18,915 New
CSI
169
Cross Staff Investments
New York
$436K -$35.8K -1,500 -8%
SG
170
Strid Group
Pennsylvania
$435K +$3.15K +132 +0.7%
ASN
171
Advisory Services Network
Georgia
$435K +$17.8K +748 +4%
CIAS
172
CFS Investment Advisory Services
New Jersey
$434K +$37.1K +1,555 +9%
MCM
173
Mattern Capital Management
Colorado
$429K – – –
PTC
174
Private Trust Company
Ohio
$408K +$9.23K +387 +2%
RSWM
175
Robertson Stephens Wealth Management
California
$408K +$73.7K +3,090 +22%
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