IBTE

iShares iBonds Dec 2024 Term Treasury ETF

Delisted

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

215 hedge funds and large institutions have $1.8B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 114 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+12
Holders Change %
+5.91%
% of All Funds
3.39%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
31
Increased
114
Reduced
45
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Koshinski Asset Management
176
Koshinski Asset Management
Illinois
$280K +$5.86K +246 +2%
MA
177
MKT Advisors
California
$279K +$279K +11,703 New
GSB
178
Greenfield Savings Bank
Massachusetts
$278K +$278K +11,671 New
FWM
179
Focused Wealth Management
New York
$275K +$10.5K +443 +4%
JWCA
180
J.W. Cole Advisors
Florida
$272K -$270K -11,338 -50%
CW
181
CreativeOne Wealth
Kansas
$242K -$727K -30,508 -75%
SOS
182
Silver Oak Securities
Tennessee
$226K -$176K -7,378 -44%
EB
183
Eastern Bank
Massachusetts
$220K +$220K +9,259 New
CSIA
184
Conrad Siegel Investment Advisors
Pennsylvania
$218K -$124K -5,197 -36%
TA
185
TKG Advisors
Indiana
$210K -$3.64K -153 -2%
MAG
186
MRA Advisory Group
New Jersey
$208K
BFP
187
Beacon Financial Planning
Massachusetts
$205K +$205K +8,605 New
AIM
188
Arcadia Investment Management
Michigan
$155K
CSPIA
189
Cary Street Partners Investment Advisory
Virginia
$146K -$952 -40 -0.6%
BIA
190
Bell Investment Advisors
California
$132K +$1.36K +57 +1%
FA
191
Faithward Advisors
Pennsylvania
$126K -$92.7K -3,901 -42%
SFG
192
Steward Financial Group
Texas
$77K
LWANC
193
Laurel Wealth Advisors (North Carolina)
North Carolina
$76.2K +$76.2K +3,200 New
GIA
194
GHP Investment Advisors
Colorado
$75.5K +$6.16K +259 +9%
CT
195
Colonial Trust
South Carolina
$73K +$71.5K +3,004 +4,768%
HIA
196
Harbor Investment Advisory
Maryland
$59.5K
PB
197
Pinnacle Bancorp
Nebraska
$49.6K +$49.6K +2,086 New
SWM
198
Spire Wealth Management
Virginia
$48.2K
HWA
199
HHM Wealth Advisors
Tennessee
$41.7K +$40.3K +1,693 +2,970%
PGAM
200
Princeton Global Asset Management
New Jersey
$39.3K