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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288 hedge funds and large institutions have $2.13B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-3
Holders Change %
-1.03%
% of All Funds
4.19%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
27
Increased
107
Reduced
110
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$58.3M
2
SWA
Stratos Wealth Advisors
Ohio
+$17.8M
3
DP
Denver PWM
Colorado
+$15.3M
4
ADL
Asset Dedication LLC
California
+$12.2M
5
HPC
HM Payson & Co
Maine
+$6.34M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$21.1M
2
FA
Faithward Advisors
Pennsylvania
-$19.3M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$16.2M
4
BAM
Belpointe Asset Management
Nevada
-$10.8M
5
UBS Group
UBS Group
Switzerland
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
176
CIBC World Market
Ontario, Canada
$526K – – –
BC
177
Barrett & Company
Rhode Island
$526K +$1.49K +62 +0.3%
KOC
178
Koss-Olinger Consulting
Florida
$509K +$509K +21,225 New
GHA
179
Granite Harbor Advisors
Texas
$497K +$9.54K +398 +2%
CSPIA
180
Cary Street Partners Investment Advisory
Virginia
$479K -$92.7K -3,864 -16%
WA
181
WESPAC Advisors
California
$477K – – –
RSWM
182
Robertson Stephens Wealth Management
California
$471K -$1.83M -76,282 -80%
AWM
183
Alterna Wealth Management
Texas
$471K +$120K +5,014 +34%
PTC
184
Private Trust Company
Ohio
$470K – – –
MCM
185
Mattern Capital Management
Colorado
$468K – – –
TFS
186
Thoroughbred Financial Services
Tennessee
$462K +$43.3K +1,806 +10%
ASN
187
Advisory Services Network
Georgia
$461K -$10.1K -420 -2%
FWM
188
Focused Wealth Management
New York
$459K +$15.8K +660 +4%
SWMG
189
Signature Wealth Management Group
Georgia
$453K +$5.32K +222 +1%
CIBC Private Wealth Group
190
CIBC Private Wealth Group
Georgia
$453K -$150K -6,265 -25%
MAS
191
Madden Advisory Services
Florida
$451K +$5.68K +237 +1%
CSI
192
Cross Staff Investments
New York
$438K – – –
SPWM
193
Straight Path Wealth Management
Michigan
$438K -$23.3K -973 -5%
IAIM
194
International Assets Investment Management
Florida
$429K – – –
TSS
195
Two Sigma Securities
New York
$426K +$114K +4,773 +37%
RW
196
REDW Wealth
New Mexico
$419K +$40.1K +1,672 +11%
APS
197
American Planning Services
Florida
$418K -$12.5K -521 -3%
Goldman Sachs
198
Goldman Sachs
New York
$413K -$6.09M -254,010 -94%
JIR
199
James Investment Research
Ohio
$402K – – –
GSB
200
Greenfield Savings Bank
Massachusetts
$379K +$30.6K +1,274 +9%
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