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

288 hedge funds and large institutions have $2.13B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-3
Holders Change %
-1.03%
% of All Funds
4.19%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
27
Increased
107
Reduced
110
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$58.3M
2
SWA
Stratos Wealth Advisors
Ohio
+$17.8M
3
DP
Denver PWM
Colorado
+$15.3M
4
ADL
Asset Dedication LLC
California
+$12.2M
5
HPC
HM Payson & Co
Maine
+$6.34M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$21.1M
2
FA
Faithward Advisors
Pennsylvania
-$19.3M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$16.2M
4
BAM
Belpointe Asset Management
Nevada
-$10.8M
5
UBS Group
UBS Group
Switzerland
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
151
Element Wealth
Mississippi
$780K -$319K -13,295 -29%
SCA
152
Snowden Capital Advisors
New York
$780K +$41.7K +1,738 +6%
BPA
153
Beacon Pointe Advisors
California
$775K -$924K -38,548 -54%
FTUS
154
Flow Traders U.S.
New York
$760K -$1.18M -49,070 -61%
MPPLM
155
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$753K +$360K +15,022 +92%
BFP
156
Beacon Financial Planning
Massachusetts
$730K +$73.3K +3,057 +11%
RJT
157
Raymond James Trust
Florida
$718K – – –
AWA
158
Arkadios Wealth Advisors
Georgia
$716K +$716K +29,875 New
CPRC
159
Consolidated Portfolio Review Corp
New York
$713K +$63K +2,626 +10%
CFGA
160
Cambridge Financial Group (Arizona)
Arizona
$687K +$71K +2,962 +12%
FWM
161
Fairhaven Wealth Management
Illinois
$683K +$64.7K +2,696 +10%
HWM
162
Horizons Wealth Management
North Carolina
$677K -$238K -9,926 -26%
CIA
163
Compass Ion Advisors
Pennsylvania
$673K – – –
FFG
164
Foundry Financial Group
New Hampshire
$653K -$108K -4,498 -14%
GMFG
165
Greater Midwest Financial Group
Minnesota
$647K -$21.9K -916 -3%
BWM
166
BCS Wealth Management
Tennessee
$615K – – –
CWP
167
Cyndeo Wealth Partners
Florida
$608K +$305K +12,702 +100%
GBWM
168
Granite Bay Wealth Management
New Hampshire
$607K -$598K -24,939 -50%
GRP
169
Global Retirement Partners
California
$600K +$3.55K +148 +0.6%
CSIA
170
Conrad Siegel Investment Advisors
Pennsylvania
$585K -$107K -4,473 -16%
GWM
171
Geneos Wealth Management
Colorado
$581K +$29K +1,211 +5%
AM
172
Atwater Malick
Pennsylvania
$562K -$3.12K -130 -0.6%
UCFA
173
United Capital Financial Advisors
Texas
$555K -$326K -13,591 -37%
EWA
174
ERTS Wealth Advisors
Michigan
$548K -$40.2K -1,675 -7%
SW
175
Simplicity Wealth
New Jersey
$535K -$696K -29,022 -57%
5 6
7
8 9