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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237 hedge funds and large institutions have $2B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 117 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+22
Holders Change %
+10.23%
% of All Funds
3.78%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.29%
New
39
Increased
117
Reduced
61
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GBWM
Granite Bay Wealth Management
New Hampshire
$141M
2
B
Bailard
California
$38.9M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$431M
4
FSG
Financial Strategies Group
Michigan
$20.8M
5
HBT
Hills Bank & Trust
Iowa
$29.9M

Top Sellers

1
CG
Colony Group
Massachusetts
$13.2M
2
FCH
Freestone Capital Holdings
Washington
$0
3
CIA
Capital Investment Advisors
Georgia
$29.2M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$37.1M
5
I2I
Insight 2811 Inc
Illinois
$621K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$431M +$28M +1,175,126 +7%
GBWM
2
Granite Bay Wealth Management
New Hampshire
$141M +$138M +5,821,818 +6,556%
Morgan Stanley
3
Morgan Stanley
New York
$100M -$2.09M -87,749 -2%
Bank of America
4
Bank of America
North Carolina
$100M +$368K +15,449 +0.4%
UBS Group
5
UBS Group
Switzerland
$81.4M -$925K -38,803 -1%
Wells Fargo
6
Wells Fargo
California
$60.3M -$167K -7,018 -0.3%
NA
7
NewEdge Advisors
Louisiana
$50.2M +$9.78M +410,308 +24%
CWM
8
Campbell Wealth Management
Virginia
$41.8M -$342K -14,327 -0.8%
B
9
Bailard
California
$38.9M +$38.9M +1,633,576 New
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$37.1M -$15.9M -668,374 -30%
LPL Financial
11
LPL Financial
California
$34.1M +$4.49M +188,182 +15%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$31.5M +$18.7M +786,362 +148%
HBT
13
Hills Bank & Trust
Iowa
$29.9M +$20.4M +855,833 +215%
CIA
14
Capital Investment Advisors
Georgia
$29.2M -$23M -966,497 -44%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$27M +$3.95M +165,485 +17%
Stifel Financial
16
Stifel Financial
Missouri
$24.9M +$3.04M +127,553 +14%
CCWA
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21.4M +$2.19M +91,944 +11%
MCM
18
MV Capital Management
Maryland
$21.2M -$5.77M -242,172 -21%
FSG
19
Financial Strategies Group
Michigan
$20.8M +$20.8M +874,312 New
SL
20
Summitry LLC
California
$20.6M -$7.07M -296,355 -26%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$19.3M +$372K +15,605 +2%
ICG
22
InterOcean Capital Group
Tennessee
$18.1M +$13.8M +577,977 +322%
FA
23
Faithward Advisors
Pennsylvania
$17.2M +$17M +715,447 +13,453%
Osaic Holdings
24
Osaic Holdings
Arizona
$16.3M +$5.11M +214,508 +46%
EH
25
Equitable Holdings
New York
$15.9M +$15.4M +645,376 +3,060%
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