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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287 hedge funds and large institutions have $2.13B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 106 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-3
Holders Change %
-1.03%
% of All Funds
4.17%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
27
Increased
106
Reduced
110
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$572M
2
SWA
Stratos Wealth Advisors
Ohio
$18M
3
DP
Denver PWM
Colorado
$15.3M
4
ADL
Asset Dedication LLC
California
$12.2M
5
HPC
HM Payson & Co
Maine
$94.2M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.7M
2
FA
Faithward Advisors
Pennsylvania
$8.28M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$11.7M
4
BAM
Belpointe Asset Management
Nevada
$870K
5
UBS Group
UBS Group
Switzerland
$46.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$572M +$58.3M +2,430,067 +11%
Bank of America
2
Bank of America
North Carolina
$126M -$2.54M -106,005 -2%
HPC
3
HM Payson & Co
Maine
$94.2M +$6.34M +264,478 +7%
Morgan Stanley
4
Morgan Stanley
New York
$87.7M +$6.3M +262,819 +8%
Wells Fargo
5
Wells Fargo
California
$53.2M +$2.75M +114,880 +5%
LPL Financial
6
LPL Financial
California
$51M +$533K +22,243 +1%
HBT
7
Hills Bank & Trust
Iowa
$47.9M +$1.8M +75,012 +4%
UBS Group
8
UBS Group
Switzerland
$46.6M -$10.3M -429,240 -18%
Renaissance Technologies
9
Renaissance Technologies
New York
$37.3M -$5.95M -247,957 -14%
NA
10
NewEdge Advisors
Louisiana
$36.7M +$652K +27,169 +2%
FWTB
11
First Western Trust Bank
Colorado
$32.6M +$3.12M +130,201 +11%
CCWA
12
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$30.6M +$2M +83,530 +7%
CIA
13
Capital Investment Advisors
Georgia
$29.7M -$166K -6,913 -0.6%
EH
14
Equitable Holdings
New York
$25M +$1.64M +68,530 +7%
FSG
15
Financial Strategies Group
Michigan
$21.7M -$155K -6,476 -0.7%
IWC
16
Integrated Wealth Concepts
Massachusetts
$21.2M +$357K +14,889 +2%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$20.9M -$3.81M -158,840 -15%
CWM
18
Connecticut Wealth Management
Connecticut
$20.9M +$2.13M +88,953 +11%
MCM
19
MV Capital Management
Maryland
$20.8M -$57.1K -2,381 -0.3%
CWM
20
Campbell Wealth Management
Virginia
$20.8M +$926K +38,605 +5%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$19.8M +$1.34M +55,716 +7%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$18.5M -$395K -16,466 -2%
SWA
23
Stratos Wealth Advisors
Ohio
$18M +$17.8M +740,476 +8,809%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$17.9M +$687K +28,669 +4%
Osaic Holdings
25
Osaic Holdings
Arizona
$17.7M +$2.48M +103,425 +16%
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