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

290 hedge funds and large institutions have $2.18B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 130 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+14
Holders Change %
+5.07%
% of All Funds
4.2%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
36
Increased
130
Reduced
87
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$56.4M
2
HPC
HM Payson & Co
Maine
+$35M
3
FWTB
First Western Trust Bank
Colorado
+$29.4M
4
Bank of America
Bank of America
North Carolina
+$21.2M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$17.3M

Top Sellers

1
GBWM
Granite Bay Wealth Management
New Hampshire
-$119M
2
Morgan Stanley
Morgan Stanley
New York
-$86.2M
3
UBS Group
UBS Group
Switzerland
-$26.6M
4
CWM
Campbell Wealth Management
Virginia
-$23.3M
5
Stifel Financial
Stifel Financial
Missouri
-$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$513M +$56.4M +2,356,332 +12%
Bank of America
2
Bank of America
North Carolina
$128M +$21.2M +886,697 +20%
HPC
3
HM Payson & Co
Maine
$87.7M +$35M +1,462,011 +66%
Morgan Stanley
4
Morgan Stanley
New York
$81.3M -$86.2M -3,599,213 -51%
UBS Group
5
UBS Group
Switzerland
$56.8M -$26.6M -1,109,147 -32%
LPL Financial
6
LPL Financial
California
$50.4M +$10M +419,125 +25%
Wells Fargo
7
Wells Fargo
California
$50.3M +$951K +39,741 +2%
HBT
8
Hills Bank & Trust
Iowa
$46.1M +$7.95M +331,911 +21%
Renaissance Technologies
9
Renaissance Technologies
New York
$43.2M +$11.5M +480,189 +36%
NA
10
NewEdge Advisors
Louisiana
$36M -$1.38M -57,666 -4%
ICG
11
InterOcean Capital Group
Tennessee
$35.6M -$452K -18,877 -1%
CIA
12
Capital Investment Advisors
Georgia
$29.8M +$1.49M +62,159 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$29.8M -$4.35M -181,827 -13%
FWTB
14
First Western Trust Bank
Colorado
$29.4M +$29.4M +1,228,136 New
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$28.6M +$771K +32,208 +3%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$27.9M -$2.82M -117,736 -9%
FA
17
Faithward Advisors
Pennsylvania
$27.5M +$54.4K +2,272 +0.2%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$24.7M -$928K -38,776 -4%
EH
19
Equitable Holdings
New York
$23.4M +$1.66M +69,216 +8%
FSG
20
Financial Strategies Group
Michigan
$21.9M +$422K +17,667 +2%
IWC
21
Integrated Wealth Concepts
Massachusetts
$20.8M +$2.7M +112,947 +15%
MCM
22
MV Capital Management
Maryland
$20.8M -$357K -14,921 -2%
CWM
23
Campbell Wealth Management
Virginia
$19.8M -$23.3M -973,089 -54%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$18.9M +$2.21M +92,188 +13%
CWM
25
Connecticut Wealth Management
Connecticut
$18.7M +$3.57M +149,043 +24%
1
2 3 4 5