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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237 hedge funds and large institutions have $2B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 117 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+22
Holders Change %
+10.23%
% of All Funds
3.78%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.29%
New
39
Increased
117
Reduced
61
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GBWM
Granite Bay Wealth Management
New Hampshire
+$138M
2
B
Bailard
California
+$38.9M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$28M
4
FSG
Financial Strategies Group
Michigan
+$20.8M
5
HBT
Hills Bank & Trust
Iowa
+$20.4M

Top Sellers

1
CG
Colony Group
Massachusetts
-$76.5M
2
FCH
Freestone Capital Holdings
Washington
-$42.6M
3
CIA
Capital Investment Advisors
Georgia
-$23M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$15.9M
5
I2I
Insight 2811 Inc
Illinois
-$14.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
176
JDM Financial Group
Texas
$397K +$24K +1,005 +6%
AAS
177
Ameritas Advisory Services
Nebraska
$383K +$383K +16,100 New
WHCI
178
W.H. Cornerstone Investments
Massachusetts
$374K +$6.2K +260 +2%
OSNBOA
179
Old Second National Bank of Aurora
Illinois
$363K -$10.7K -450 -3%
Corient Private Wealth
180
Corient Private Wealth
Florida
$355K +$355K +14,910 New
Wealth Enhancement Advisory Services
181
Wealth Enhancement Advisory Services
Minnesota
$350K +$350K +14,698 New
AWP
182
Accretive Wealth Partners
New Jersey
$343K – – –
NDSI
183
Newman Dignan & Sheerar Inc
Rhode Island
$338K -$1.6K -67 -0.5%
CFS
184
Commonwealth Financial Services
West Virginia
$335K +$335K +14,068 New
GAM
185
Gould Asset Management
California
$333K -$18.6K -780 -5%
MWM
186
Mascoma Wealth Management
New Hampshire
$327K – – –
GHA
187
Granite Harbor Advisors
Texas
$319K -$2.62K -110 -0.8%
CA
188
Cetera Advisors
Colorado
$319K -$16.3K -682 -5%
AAS
189
Avantax Advisory Services
Texas
$316K – – –
FWM
190
Focused Wealth Management
New York
$311K +$35.4K +1,484 +13%
LA
191
LVW Advisors
New York
$288K – – –
GSB
192
Greenfield Savings Bank
Massachusetts
$283K +$4.77K +200 +2%
BFP
193
Beacon Financial Planning
Massachusetts
$261K +$56.3K +2,360 +27%
TFS
194
Thoroughbred Financial Services
Tennessee
$259K +$259K +10,873 New
JWCA
195
J.W. Cole Advisors
Florida
$256K -$16.5K -692 -6%
MBT
196
Montecito Bank & Trust
California
$250K +$250K +10,495 New
Koshinski Asset Management
197
Koshinski Asset Management
Illinois
$240K -$40.8K -1,711 -15%
CSIA
198
Conrad Siegel Investment Advisors
Pennsylvania
$237K +$19.1K +801 +9%
KOC
199
Koss-Olinger Consulting
Florida
$237K +$237K +9,932 New
TA
200
TKG Advisors
Indiana
$230K +$19.6K +822 +9%
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