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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277 hedge funds and large institutions have $2.25B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 125 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+40
Holders Change %
+16.88%
% of All Funds
4.06%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
62
Increased
125
Reduced
64
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$66.7M
2
HPC
HM Payson & Co
Maine
+$52.5M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$23.8M
4
ICG
InterOcean Capital Group
Tennessee
+$17.9M
5
Renaissance Technologies
Renaissance Technologies
New York
+$16.7M

Top Sellers

1
B
Bailard
California
-$29.8M
2
GBWM
Granite Bay Wealth Management
New Hampshire
-$20.8M
3
SL
Summitry LLC
California
-$20.6M
4
NA
NewEdge Advisors
Louisiana
-$13M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
176
Barrett & Company
Rhode Island
$521K -$5.32K -223 -1%
CA
177
Cetera Advisors
Colorado
$512K +$193K +8,090 +61%
BFP
178
Beacon Financial Planning
Massachusetts
$506K +$244K +10,232 +93%
ASN
179
Advisory Services Network
Georgia
$498K +$62.8K +2,634 +14%
KOC
180
Koss-Olinger Consulting
Florida
$490K +$253K +10,593 +107%
IAIM
181
International Assets Investment Management
Florida
$479K +$479K +20,075 New
AllianceBernstein
182
AllianceBernstein
Tennessee
$478K +$478K +20,039 New
PWM
183
Perigon Wealth Management
California
$477K -$3.53M -147,832 -88%
WA
184
WESPAC Advisors
California
$475K -$34.8K -1,460 -7%
TFS
185
Thoroughbred Financial Services
Tennessee
$468K +$209K +8,765 +81%
PTC
186
Private Trust Company
Ohio
$467K +$58.9K +2,468 +14%
MCM
187
Mattern Capital Management
Colorado
$465K +$36.1K +1,514 +8%
AT
188
Arlington Trust
Alabama
$451K – – –
AP
189
Arlington Partners
Alabama
$451K – – –
BHPW
190
Beverly Hills Private Wealth
California
$450K -$15.4K -644 -3%
SG
191
Strid Group
Pennsylvania
$442K +$6.47K +271 +1%
EWA
192
ERTS Wealth Advisors
Michigan
$440K +$440K +18,444 New
CSI
193
Cross Staff Investments
New York
$436K – – –
MAS
194
Madden Advisory Services
Florida
$436K +$436K +18,275 New
SPWM
195
Straight Path Wealth Management
Michigan
$423K +$423K +17,742 New
Wealth Enhancement Advisory Services
196
Wealth Enhancement Advisory Services
Minnesota
$412K +$61.1K +2,561 +17%
JFG
197
JDM Financial Group
Texas
$405K +$8.16K +342 +2%
PS
198
Principal Securities
Iowa
$404K +$404K +16,944 New
SCM
199
Steele Capital Management
Iowa
$402K +$402K +16,862 New
RW
200
REDW Wealth
New Mexico
$402K +$196K +8,195 +95%
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