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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291 hedge funds and large institutions have $2.18B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 131 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+14
Holders Change %
+5.05%
% of All Funds
4.22%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
36
Increased
131
Reduced
87
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$56.4M
2
HPC
HM Payson & Co
Maine
+$35M
3
FWTB
First Western Trust Bank
Colorado
+$29.4M
4
Bank of America
Bank of America
North Carolina
+$21.2M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$17.3M

Top Sellers

1
GBWM
Granite Bay Wealth Management
New Hampshire
-$119M
2
Morgan Stanley
Morgan Stanley
New York
-$86.2M
3
UBS Group
UBS Group
Switzerland
-$26.6M
4
CWM
Campbell Wealth Management
Virginia
-$23.3M
5
Stifel Financial
Stifel Financial
Missouri
-$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
176
BCS Wealth Management
Tennessee
$614K +$308K +12,847 +100%
AAIM
177
Asset Advisors Investment Management
Georgia
$613K +$613K +25,587 New
CIBC Private Wealth Group
178
CIBC Private Wealth Group
Georgia
$601K – – –
GRP
179
Global Retirement Partners
California
$596K -$21.1K -882 -3%
EWA
180
ERTS Wealth Advisors
Michigan
$587K +$145K +6,076 +33%
CSPIA
181
Cary Street Partners Investment Advisory
Virginia
$571K -$43K -1,796 -7%
AM
182
Atwater Malick
Pennsylvania
$564K -$7.54K -315 -1%
GWM
183
Geneos Wealth Management
Colorado
$551K -$25.8K -1,079 -4%
CIBC World Market
184
CIBC World Market
Ontario, Canada
$525K – – –
RPSA
185
Richard P. Slaughter Associates
Texas
$523K -$360K -15,030 -41%
BC
186
Barrett & Company
Rhode Island
$523K +$934 +39 +0.2%
IWM
187
IHT Wealth Management
Illinois
$510K +$510K +12,977 New
GHA
188
Granite Harbor Advisors
Texas
$487K +$173K +7,229 +55%
WA
189
WESPAC Advisors
California
$476K – – –
ASN
190
Advisory Services Network
Georgia
$471K -$29.2K -1,221 -6%
PTC
191
Private Trust Company
Ohio
$469K – – –
MCM
192
Mattern Capital Management
Colorado
$467K – – –
SPWM
193
Straight Path Wealth Management
Michigan
$460K +$35.5K +1,482 +8%
MC
194
McCarthy & Cox
Ohio
$459K +$459K +19,185 New
JFG
195
JDM Financial Group
Texas
$457K +$50.4K +2,104 +12%
AT
196
Arlington Trust
Alabama
$453K – – –
OMC
197
Old Mission Capital
Illinois
$448K +$448K +18,705 New
SG
198
Strid Group
Pennsylvania
$447K +$3.26K +136 +0.7%
SWMG
199
Signature Wealth Management Group
Georgia
$447K +$81.7K +3,413 +22%
MAS
200
Madden Advisory Services
Florida
$444K +$6.73K +281 +2%
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