IBTE

iShares iBonds Dec 2024 Term Treasury ETF

Delisted

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

203 hedge funds and large institutions have $1.69B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 107 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+35
Holders Change %
+20.83%
% of All Funds
3.25%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
47
Increased
107
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$364M +$54.2M +2,256,430 +17%
Morgan Stanley
2
Morgan Stanley
New York
$96.9M +$1.84M +76,575 +2%
Bank of America
3
Bank of America
North Carolina
$95.6M +$12.8M +534,365 +15%
CG
4
Colony Group
Massachusetts
$88.9M +$2.22M +92,634 +3%
UBS Group
5
UBS Group
Switzerland
$66.1M +$44.9M +1,869,266 +212%
Wells Fargo
6
Wells Fargo
California
$53.7M +$19M +791,335 +55%
NA
7
NewEdge Advisors
Louisiana
$49.3M +$4.07M +169,675 +9%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$49.2M +$3.66M +152,468 +8%
CIA
9
Capital Investment Advisors
Georgia
$47.6M +$4.67M +194,350 +11%
Osaic Holdings
10
Osaic Holdings
Arizona
$43M +$3.3M +137,671 +8%
CWM
11
Campbell Wealth Management
Virginia
$40M +$2.64M +110,117 +7%
CAN
12
Cetera Advisor Networks
California
$39.9M -$1.22M -50,988 -3%
SL
13
Summitry LLC
California
$27.1M +$474K +19,727 +2%
MCM
14
MV Capital Management
Maryland
$26.3M +$3.25M +135,275 +14%
LPL Financial
15
LPL Financial
California
$22.4M +$10.4M +432,709 +86%
Stifel Financial
16
Stifel Financial
Missouri
$21.7M -$2.34M -97,498 -10%
GI
17
Gradient Investments
Minnesota
$19.9M +$10.5M +436,280 +111%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$17.1M +$3.77M +156,878 +28%
B
19
Bailard
California
$16.5M +$16.5M +688,090 New
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$15.9M +$5.63M +234,478 +55%
I2I
21
Insight 2811 Inc
Illinois
$15.9M -$7.32K -305 -0%
Jane Street
22
Jane Street
New York
$15.1M +$13M +543,266 +619%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$14.9M +$977K +40,708 +7%
OAM
24
Oppenheimer Asset Management
New York
$13.4M -$137K -5,705 -1%
HighTower Advisors
25
HighTower Advisors
Illinois
$13.4M +$680K +28,331 +5%