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 %
JPMorgan Chase & Co
201
JPMorgan Chase & Co
New York
$372K -$2.51M -104,664 -87%
Wealth Enhancement Advisory Services
202
Wealth Enhancement Advisory Services
Minnesota
$351K – – –
AC
203
Apella Capital
Connecticut
$347K +$347K +14,500 New
SCM
204
Steele Capital Management
Iowa
$345K – – –
MC
205
McCarthy & Cox
Ohio
$345K -$115K -4,805 -25%
CFS
206
Commonwealth Financial Services
West Virginia
$333K +$12K +500 +4%
PS
207
Principal Securities
Iowa
$331K -$74.5K -3,108 -18%
JWCA
208
J.W. Cole Advisors
Florida
$316K +$815 +34 +0.3%
AP
209
Americana Partners
Texas
$308K -$5.48M -228,722 -95%
SOS
210
Silver Oak Securities
Tennessee
$306K +$55.6K +2,319 +22%
OSNBOA
211
Old Second National Bank of Aurora
Illinois
$304K -$54.3K -2,264 -15%
BHPW
212
Beverly Hills Private Wealth
California
$299K -$144K -6,011 -32%
SG
213
Strid Group
Pennsylvania
$298K -$150K -6,236 -33%
SEIA
214
Signature Estate & Investment Advisors
California
$294K +$294K +12,250 New
AAS
215
Avantax Advisory Services
Texas
$289K +$289K +12,035 New
AWM
216
Apollon Wealth Management
South Carolina
$286K +$3.31K +138 +1%
CA
217
Claro Advisors
Massachusetts
$284K +$3.29K +137 +1%
NWM
218
Northwest Wealth Management
Iowa
$282K +$77.3K +3,222 +38%
BSSFA
219
Baron Silver Stevens Financial Advisors
Florida
$267K +$3.09K +129 +1%
NW
220
NewEdge Wealth
Pennsylvania
$259K -$7.87K -328 -3%
Empower Advisory Group
221
Empower Advisory Group
Colorado
$251K +$251K +10,464 New
BCCM
222
Black Cypress Capital Management
Florida
$250K +$21.2K +883 +9%
ATPW
223
Ashton Thomas Private Wealth
Arizona
$248K -$14.5K -606 -6%
PAI
224
Pittenger & Anderson Inc
Nebraska
$238K +$238K +9,905 New
OIA
225
OneDigital Investment Advisors
Kansas
$233K +$233K +9,728 New
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