IBTE

iShares iBonds Dec 2024 Term Treasury ETF

Delisted

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

203 hedge funds and large institutions have $1.69B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 107 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+35
Holders Change %
+20.83%
% of All Funds
3.25%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
47
Increased
107
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSPIA
176
Cary Street Partners Investment Advisory
Virginia
$148K +$148K +6,156 New
BIA
177
Bell Investment Advisors
California
$132K +$912 +38 +0.7%
MWM
178
Mascoma Wealth Management
New Hampshire
$128K
AF
179
Advisornet Financial
Minnesota
$115K +$5.4K +225 +5%
AIC
180
Archer Investment Corporation
Indiana
$80.8K +$63.1K +2,629 +358%
SFG
181
Steward Financial Group
Texas
$78K +$78K +3,254 New
GIA
182
GHP Investment Advisors
Colorado
$70K +$10K +417 +17%
HIA
183
Harbor Investment Advisory
Maryland
$60K
SWM
184
Spire Wealth Management
Virginia
$48.6K +$15K +625 +45%
PGAM
185
Princeton Global Asset Management
New Jersey
$39.6K +$39.6K +1,650 New
GRP
186
Global Retirement Partners
California
$37.7K +$14.7K +616 +64%
WBC
187
West Branch Capital
Massachusetts
$36K
WAM
188
Worth Asset Management
Texas
$35.5K
SCM
189
SevenOneSeven Capital Management
Pennsylvania
$35.3K -$2.21M -92,205 -98%
FCA
190
FinTrust Capital Advisors
South Carolina
$35.1K
RF
191
Robbins Farley
New Hampshire
$32.1K
PA
192
Parallel Advisors
California
$24K +$24K +1,000 New
PFBT
193
Parkside Financial Bank & Trust
Missouri
$21.2K +$21.2K +881 New
Commonwealth Equity Services
194
Commonwealth Equity Services
Massachusetts
$14K +$201 +8,363 +1%
FFA
195
Farther Finance Advisors
California
$11.1K +$11.1K +464 New
CHA
196
Carmichael Hill & Associates
Maryland
$10.3K
SS
197
Sunbelt Securities
Texas
$4.66K +$4.66K +194 New
OLVIG
198
Oliver Lagore Vanvalin Investment Group
Michigan
$2.4K
CT
199
Colonial Trust
South Carolina
$1.51K
HWA
200
HHM Wealth Advisors
Tennessee
$1.37K +$937 +39 +217%