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

276 hedge funds and large institutions have $2.25B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 125 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+39
Holders Change %
+16.46%
% of All Funds
4.05%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
61
Increased
125
Reduced
64
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$167M
2
HPC
HM Payson & Co
Maine
$52.5M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$455M
4
ICG
InterOcean Capital Group
Tennessee
$36M
5
Renaissance Technologies
Renaissance Technologies
New York
$31.6M

Top Sellers

1
B
Bailard
California
$9.18M
2
GBWM
Granite Bay Wealth Management
New Hampshire
$120M
3
SL
Summitry LLC
California
$0
4
NA
NewEdge Advisors
Louisiana
$37.3M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$455M +$23.8M +998,066 +6%
Morgan Stanley
2
Morgan Stanley
New York
$167M +$66.7M +2,794,490 +67%
GBWM
3
Granite Bay Wealth Management
New Hampshire
$120M -$20.8M -872,461 -15%
Bank of America
4
Bank of America
North Carolina
$106M +$6.38M +267,435 +6%
UBS Group
5
UBS Group
Switzerland
$83.1M +$1.61M +67,487 +2%
HPC
6
HM Payson & Co
Maine
$52.5M +$52.5M +2,201,207 New
Wells Fargo
7
Wells Fargo
California
$49.2M -$11.1M -467,032 -18%
CWM
8
Campbell Wealth Management
Virginia
$43M +$1.16M +48,676 +3%
LPL Financial
9
LPL Financial
California
$40.2M +$6.13M +256,818 +18%
HBT
10
Hills Bank & Trust
Iowa
$38M +$8.07M +338,367 +27%
NA
11
NewEdge Advisors
Louisiana
$37.3M -$13M -545,154 -26%
ICG
12
InterOcean Capital Group
Tennessee
$36M +$17.9M +749,991 +99%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$34M +$2.53M +106,152 +8%
Renaissance Technologies
14
Renaissance Technologies
New York
$31.6M +$16.7M +700,792 +113%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$30.6M +$3.58M +150,210 +13%
Stifel Financial
16
Stifel Financial
Missouri
$28.6M +$3.7M +155,264 +15%
CIA
17
Capital Investment Advisors
Georgia
$28.2M -$1.06M -44,357 -4%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.7M +$6.36M +266,474 +30%
FA
19
Faithward Advisors
Pennsylvania
$27.4M +$10.2M +427,299 +59%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$25.5M -$11.6M -486,786 -31%
EH
21
Equitable Holdings
New York
$21.6M +$5.72M +239,805 +36%
FSG
22
Financial Strategies Group
Michigan
$21.5M +$569K +23,781 +3%
MCM
23
MV Capital Management
Maryland
$21.1M -$151K -6,332 -0.7%
Osaic Holdings
24
Osaic Holdings
Arizona
$19.3M +$3.02M +126,619 +19%
IWC
25
Integrated Wealth Concepts
Massachusetts
$18.1M +$2.59M +108,607 +17%
1
2 3 4 5