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 %
JIR
201
James Investment Research
Ohio
$400K +$400K +16,775 New
CIAS
202
CFS Investment Advisory Services
New Jersey
$394K -$40.3K -1,690 -9%
APS
203
American Planning Services
Florida
$367K +$367K +15,385 New
SWMG
204
Signature Wealth Management Group
Georgia
$364K +$364K +15,256 New
Koshinski Asset Management
205
Koshinski Asset Management
Illinois
$364K +$123K +5,168 +51%
MWM
206
Mascoma Wealth Management
New Hampshire
$360K +$32.8K +1,373 +10%
OSNBOA
207
Old Second National Bank of Aurora
Illinois
$356K -$7.16K -300 -2%
Corient Private Wealth
208
Corient Private Wealth
Florida
$356K – – –
CSPAM
209
Cary Street Partners Asset Management
Virginia
$352K -$103K -4,298 -23%
WHCI
210
W.H. Cornerstone Investments
Massachusetts
$351K -$23.5K -984 -6%
FWM
211
Focused Wealth Management
New York
$340K +$28.8K +1,209 +9%
RVPG
212
Relative Value Partners Group
$335K -$2.11M -88,421 -86%
NW
213
NewEdge Wealth
Pennsylvania
$326K -$566K -23,701 -63%
CFS
214
Commonwealth Financial Services
West Virginia
$320K -$15.4K -644 -5%
SIM
215
Stratos Investment Management
Ohio
$315K +$315K +13,190 New
JWCA
216
J.W. Cole Advisors
Florida
$313K +$57.1K +2,391 +22%
GHA
217
Granite Harbor Advisors
Texas
$313K -$6.35K -266 -2%
BWM
218
BCS Wealth Management
Tennessee
$305K +$305K +12,787 New
UCFA
219
United Capital Financial Advisors
Texas
$300K +$300K +12,561 New
GSB
220
Greenfield Savings Bank
Massachusetts
$289K +$5.44K +228 +2%
BSSFA
221
Baron Silver Stevens Financial Advisors
Florida
$287K +$287K +12,044 New
CBFP
222
Cedar Brook Financial Partners
Ohio
$287K +$287K +12,020 New
CA
223
Claro Advisors
Massachusetts
$283K +$283K +11,858 New
PCS
224
Private Client Services
Kentucky
$282K +$282K +11,805 New
AWM
225
Apollon Wealth Management
South Carolina
$279K +$279K +11,703 New
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