IBTE

iShares iBonds Dec 2024 Term Treasury ETF
IBTE

Overview Fund Activity
Delisted

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

Back to rankings

215 hedge funds and large institutions have $1.8B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 114 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+12
Holders Change %
+5.91%
% of All Funds
3.39%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
31
Increased
114
Reduced
45
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCH
Freestone Capital Holdings
Washington
$42.6M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$402M
3
UBS Group
UBS Group
Switzerland
$82.2M
4
CWM
Connecticut Wealth Management
Connecticut
$11.9M
5
HBT
Hills Bank & Trust
Iowa
$9.46M

Top Sellers

1
CAN
Cetera Advisor Networks
California
$3.35M
2
Osaic Holdings
Osaic Holdings
Arizona
$11.2M
3
B
Bailard
California
$0
4
GI
Gradient Investments
Minnesota
$6.81M
5
Jane Street
Jane Street
New York
$6.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$402M +$41M +1,723,909 +11%
Morgan Stanley
2
Morgan Stanley
New York
$102M +$5.99M +251,601 +6%
Bank of America
3
Bank of America
North Carolina
$99.5M +$4.71M +197,814 +5%
CG
4
Colony Group
Massachusetts
$89.6M +$1.5M +62,858 +2%
UBS Group
5
UBS Group
Switzerland
$82.2M +$16.7M +701,634 +25%
Wells Fargo
6
Wells Fargo
California
$60.4M +$7.16M +300,714 +13%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$53M +$4.22M +177,244 +9%
CIA
8
Capital Investment Advisors
Georgia
$52.2M +$5.04M +211,779 +11%
FCH
9
Freestone Capital Holdings
Washington
$42.6M +$42.6M +1,788,381 New
CWM
10
Campbell Wealth Management
Virginia
$42M +$2.37M +99,395 +6%
NA
11
NewEdge Advisors
Louisiana
$40.4M -$8.5M -357,094 -17%
LPL Financial
12
LPL Financial
California
$29.5M +$7.33M +308,100 +33%
SL
13
Summitry LLC
California
$27.6M +$720K +30,252 +3%
MCM
14
MV Capital Management
Maryland
$26.9M +$924K +38,815 +4%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$23M +$7.21M +303,119 +46%
Stifel Financial
16
Stifel Financial
Missouri
$21.8M +$321K +13,502 +1%
CCWA
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$19.1M +$2.14M +90,035 +13%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$18.9M +$5.09M +213,959 +37%
SWM
19
Scissortail Wealth Management
Oklahoma
$15.6M +$4.02M +169,092 +35%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$15.2M +$467K +19,616 +3%
I2I
21
Insight 2811 Inc
Illinois
$15.2M -$538K -22,625 -3%
DE
22
Day & Ennis
Georgia
$14.1M +$1.89M +79,606 +16%
BWFA
23
Baltimore-Washington Financial Advisors
Maryland
$13.7M +$5.62M +236,112 +70%
HighTower Advisors
24
HighTower Advisors
Illinois
$13.2M -$84.8K -3,563 -0.6%
OAM
25
Oppenheimer Asset Management
New York
$13.1M -$170K -7,161 -1%
1
2 3 4 5