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 %
BHPW
201
Beverly Hills Private Wealth
California
$443K -$8.26K -345 -2%
FWM
202
Focused Wealth Management
New York
$443K +$102K +4,250 +30%
CSI
203
Cross Staff Investments
New York
$438K – – –
APS
204
American Planning Services
Florida
$430K +$61.5K +2,568 +17%
IAIM
205
International Assets Investment Management
Florida
$426K -$52.5K -2,200 -11%
TFS
206
Thoroughbred Financial Services
Tennessee
$418K -$51.7K -2,162 -11%
PS
207
Principal Securities
Iowa
$405K -$1.13K -47 -0.3%
JIR
208
James Investment Research
Ohio
$402K – – –
MPPLM
209
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$392K +$392K +16,369 New
CTA
210
Chesley Taft & Associates
Illinois
$390K -$168K -7,000 -30%
RW
211
REDW Wealth
New Mexico
$378K -$24.8K -1,037 -6%
OSNBOA
212
Old Second National Bank of Aurora
Illinois
$358K – – –
Corient Private Wealth
213
Corient Private Wealth
Florida
$357K – – –
Wealth Enhancement Advisory Services
214
Wealth Enhancement Advisory Services
Minnesota
$351K -$62.4K -2,608 -15%
AWM
215
Alterna Wealth Management
Texas
$350K +$76.1K +3,180 +28%
GSB
216
Greenfield Savings Bank
Massachusetts
$348K +$57.9K +2,420 +20%
SCM
217
Steele Capital Management
Iowa
$345K -$59K -2,463 -15%
RVPG
218
Relative Value Partners Group
$336K – – –
MWM
219
Mascoma Wealth Management
New Hampshire
$327K -$34.9K -1,457 -10%
CFS
220
Commonwealth Financial Services
West Virginia
$320K – – –
SG
221
StoneX Group
New York
$317K +$97.8K +4,086 +45%
JWCA
222
J.W. Cole Advisors
Florida
$315K +$503 +21 +0.2%
TSS
223
Two Sigma Securities
New York
$311K +$69.3K +2,896 +29%
GM
224
GeoWealth Management
Illinois
$303K +$303K +12,657 New
CWP
225
Cyndeo Wealth Partners
Florida
$303K +$303K +12,647 New
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