IBTE

iShares iBonds Dec 2024 Term Treasury ETF

Delisted

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

283 hedge funds and large institutions have $1.43B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 81 increasing their positions, 135 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-5
Holders Change %
-1.74%
% of All Funds
4.09%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
19
Increased
81
Reduced
135
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSPIA
176
Cary Street Partners Investment Advisory
Virginia
$467K -$12.5K -521 -3%
TFS
177
Thoroughbred Financial Services
Tennessee
$465K +$2.66K +111 +0.6%
AUB
178
Atlantic Union Bankshares
Virginia
$462K -$9.44M -393,376 -95%
ASN
179
Advisory Services Network
Georgia
$461K
CIBC Private Wealth Group
180
CIBC Private Wealth Group
Georgia
$454K
SWMG
181
Signature Wealth Management Group
Georgia
$449K -$4.01K -167 -0.9%
APS
182
American Planning Services
Florida
$416K -$1.99K -83 -0.5%
SPWM
183
Straight Path Wealth Management
Michigan
$416K -$21.7K -903 -5%
RW
184
REDW Wealth
New Mexico
$414K -$5.04K -210 -1%
BPA
185
Beacon Pointe Advisors
California
$405K -$371K -15,445 -48%
JIR
186
James Investment Research
Ohio
$403K
CB
187
Commerce Bank
Missouri
$395K +$395K +16,471 New
RSWM
188
Robertson Stephens Wealth Management
California
$392K -$79.7K -3,319 -17%
GBWM
189
Granite Bay Wealth Management
New Hampshire
$384K -$223K -9,300 -37%
PTC
190
Private Trust Company
Ohio
$374K -$95.7K -3,988 -20%
GSB
191
Greenfield Savings Bank
Massachusetts
$364K -$15.5K -645 -4%
AWM
192
Apollon Wealth Management
South Carolina
$353K +$66.8K +2,784 +23%
AC
193
Apella Capital
Connecticut
$349K +$2.92K +122 +0.8%
MC
194
McCarthy & Cox
Ohio
$345K +$48 +2 +0%
SCM
195
Steele Capital Management
Iowa
$344K -$1.99K -83 -0.6%
Wealth Enhancement Advisory Services
196
Wealth Enhancement Advisory Services
Minnesota
$343K -$8.23K -343 -2%
CSI
197
Cross Staff Investments
New York
$340K -$98.2K -4,090 -22%
SW
198
Simplicity Wealth
New Jersey
$339K -$196K -8,183 -37%
CFS
199
Commonwealth Financial Services
West Virginia
$333K
JWCA
200
J.W. Cole Advisors
Florida
$317K +$864 +36 +0.3%