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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291 hedge funds and large institutions have $2.18B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 131 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+14
Holders Change %
+5.05%
% of All Funds
4.22%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
36
Increased
131
Reduced
87
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$56.4M
2
HPC
HM Payson & Co
Maine
+$35M
3
FWTB
First Western Trust Bank
Colorado
+$29.4M
4
Bank of America
Bank of America
North Carolina
+$21.2M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$17.3M

Top Sellers

1
GBWM
Granite Bay Wealth Management
New Hampshire
-$119M
2
Morgan Stanley
Morgan Stanley
New York
-$86.2M
3
UBS Group
UBS Group
Switzerland
-$26.6M
4
CWM
Campbell Wealth Management
Virginia
-$23.3M
5
Stifel Financial
Stifel Financial
Missouri
-$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
151
Regal Investment Advisors
Michigan
$1.02M +$42.8K +1,786 +4%
MCCA
152
Mill Creek Capital Advisors
Pennsylvania
$1.02M -$259K -10,813 -20%
APW
153
Austin Private Wealth
Texas
$967K +$261K +10,932 +37%
HWM
154
Horizons Wealth Management
North Carolina
$912K – – –
CPW
155
Crestmont Private Wealth
Texas
$902K +$902K +37,690 New
PIS
156
POM Investment Strategies
North Carolina
$890K +$107K +4,465 +14%
RWP
157
Reliant Wealth Planning
Kentucky
$883K +$11.9K +497 +1%
UCFA
158
United Capital Financial Advisors
Texas
$879K +$579K +24,175 +192%
MA
159
Mutual Advisors
Nebraska
$878K -$738K -30,827 -46%
WAS
160
Wealth Advisory Solutions
Indiana
$808K +$808K +33,746 New
RA
161
Ruggaard & Associates
Ohio
$807K +$83.4K +3,483 +12%
FFG
162
Foundry Financial Group
New Hampshire
$760K +$176K +7,332 +30%
SCA
163
Snowden Capital Advisors
New York
$737K +$104K +4,342 +16%
RJT
164
Raymond James Trust
Florida
$717K – – –
Cerity Partners
165
Cerity Partners
New York
$706K +$89.5K +3,738 +15%
AAS
166
Ameritas Advisory Services
Nebraska
$703K +$703K +29,445 New
CSIA
167
Conrad Siegel Investment Advisors
Pennsylvania
$691K +$449K +18,763 +186%
CIA
168
Compass Ion Advisors
Pennsylvania
$673K +$110K +4,595 +20%
GMFG
169
Greater Midwest Financial Group
Minnesota
$669K -$49K -2,048 -7%
BFP
170
Beacon Financial Planning
Massachusetts
$656K +$148K +6,194 +29%
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
$649K -$42K -1,756 -6%
CPRC
172
Consolidated Portfolio Review Corp
New York
$649K +$36.8K +1,538 +6%
PI
173
PFG Investments
New York
$649K +$649K +27,115 New
FWM
174
Fairhaven Wealth Management
Illinois
$618K -$18.8K -785 -3%
CFGA
175
Cambridge Financial Group (Arizona)
Arizona
$615K +$377K +15,747 +158%
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