IBTE

iShares iBonds Dec 2024 Term Treasury ETF
IBTE

Overview Fund Activity
Delisted

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

Back to rankings

277 hedge funds and large institutions have $2.25B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 125 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+40
Holders Change %
+16.88%
% of All Funds
4.06%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
62
Increased
125
Reduced
64
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$66.7M
2
HPC
HM Payson & Co
Maine
+$52.5M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$23.8M
4
ICG
InterOcean Capital Group
Tennessee
+$17.9M
5
Renaissance Technologies
Renaissance Technologies
New York
+$16.7M

Top Sellers

1
B
Bailard
California
-$29.8M
2
GBWM
Granite Bay Wealth Management
New Hampshire
-$20.8M
3
SL
Summitry LLC
California
-$20.6M
4
NA
NewEdge Advisors
Louisiana
-$13M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
151
Reliant Wealth Planning
Kentucky
$868K +$343K +14,356 +65%
CCM
152
Crew Capital Management
Ohio
$845K +$37.9K +1,589 +5%
PIS
153
POM Investment Strategies
North Carolina
$781K +$781K +32,722 New
GAM
154
Gould Asset Management
California
$740K +$407K +17,060 +122%
BAM
155
Belpointe Asset Management
Nevada
$728K +$129K +5,426 +22%
RA
156
Ruggaard & Associates
Ohio
$721K +$221K +9,275 +44%
GMFG
157
Greater Midwest Financial Group
Minnesota
$715K +$715K +29,987 New
RJT
158
Raymond James Trust
Florida
$714K +$82.7K +3,467 +13%
APW
159
Austin Private Wealth
Texas
$705K +$705K +29,559 New
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$689K +$689K +28,884 New
FWM
161
Fairhaven Wealth Management
Illinois
$634K +$18.3K +767 +3%
SCA
162
Snowden Capital Advisors
New York
$631K +$55.6K +2,332 +10%
GRP
163
Global Retirement Partners
California
$616K +$572K +23,930 +1,298%
Cerity Partners
164
Cerity Partners
New York
$614K +$55.1K +2,308 +10%
CSPIA
165
Cary Street Partners Investment Advisory
Virginia
$612K -$463K -19,400 -43%
CPRC
166
Consolidated Portfolio Review Corp
New York
$610K +$33.5K +1,404 +6%
SOS
167
Silver Oak Securities
Tennessee
$603K +$565K +23,696 +1,486%
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$601K – – –
FFG
169
Foundry Financial Group
New Hampshire
$582K +$582K +24,397 New
GWM
170
Geneos Wealth Management
Colorado
$575K -$6.18K -259 -1%
AM
171
Atwater Malick
Pennsylvania
$570K – – –
CIA
172
Compass Ion Advisors
Pennsylvania
$561K +$561K +23,503 New
CTA
173
Chesley Taft & Associates
Illinois
$556K +$74K +3,100 +15%
I2I
174
Insight 2811 Inc
Illinois
$532K -$89.8K -3,764 -14%
CIBC World Market
175
CIBC World Market
Ontario, Canada
$524K – – –
5 6
7
8 9