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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89 hedge funds and large institutions have $424M invested in iShares iBonds Dec 2024 Term Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 35 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
89
Holders Change
+37
Holders Change %
+71.15%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
35
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$58.7M
2
SL
2
Summitry LLC
California
$26.9M
3
CG
3
Colony Group
Massachusetts
$12.4M
4
Wells Fargo
4
Wells Fargo
California
$19.8M
5
Jane Street
5
Jane Street
New York
$7.65M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$7.13M
2
AM
2
Atwater Malick
Pennsylvania
$0
3
AF
3
Advisornet Financial
Minnesota
$109K
4
BEI
4
Benjamin Edwards Inc
Missouri
$1.58M
5
CFGS
5
Concourse Financial Group Securities
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$58.7M 2,449,139 +2,137,952 +687%
CIA
2
Capital Investment Advisors
Georgia
$39.2M 1,638,559 +90,153 +6%
CAN
3
Cetera Advisor Networks
California
$38.9M 1,625,809 +219,998 +16%
NA
4
NewEdge Advisors
Louisiana
$35.8M 1,494,439 +226,355 +18%
SL
5
Summitry LLC
California
$26.9M 1,123,253 +1,123,253 New
Stifel Financial
6
Stifel Financial
Missouri
$20.1M 839,919 +238,800 +40%
Wells Fargo
7
Wells Fargo
California
$19.8M 826,274 +424,594 +106%
CG
8
Colony Group
Massachusetts
$12.4M 518,578 +518,578 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$12.2M 509,419 +1,484 +0.3%
CIM
10
Confluence Investment Management
Missouri
$11.9M 497,373 +1,156 +0.2%
HighTower Advisors
11
HighTower Advisors
Illinois
$11M 458,556 +96,952 +27%
UBS Group
12
UBS Group
Switzerland
$10.4M 432,178 +195,334 +82%
Morgan Stanley
13
Morgan Stanley
New York
$7.85M 327,752 +318,773 +3,550%
Jane Street
14
Jane Street
New York
$7.65M 319,309 +319,309 New
BFEC
15
Benjamin F. Edwards & Company
Missouri
$7.15M 298,573 +12,137 +4%
GI
16
Gradient Investments
Minnesota
$7.13M 297,500 -63,332 -18%
PJSIMP
17
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.61M 276,974 +276,974 New
RWP
18
Reliant Wealth Planning
Kentucky
$6.18M 258,184 +6,054 +2%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$5.7M 237,932 +237,932 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$5.58M 232,792 +232,792 New
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.28M 220,622 +64,777 +42%
4WM
22
4J Wealth Management
Virginia
$4.76M 198,671 +198,671 New
Creative Planning
23
Creative Planning
Kansas
$4.73M 197,534 +176,579 +843%
SBL
24
Sargent Bickham Lagudis
Colorado
$4.6M 192,219 +35,974 +23%
LPL Financial
25
LPL Financial
California
$3.75M 156,446 +81,557 +109%
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