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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282 hedge funds and large institutions have $1.43B invested in iShares iBonds Dec 2024 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 80 increasing their positions, 135 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-5
Holders Change %
-1.74%
% of All Funds
4.08%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
19
Increased
80
Reduced
135
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
$8.61M
2
Citadel Advisors
Citadel Advisors
Florida
$4.09M
3
HF
HRT Financial
New York
$3.85M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.97M
5
SVWAG
Sound View Wealth Advisors Group
Georgia
$10.2M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$18.3M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$84.1M
3
EH
Equitable Holdings
New York
$2.77M
4
FSG
Financial Strategies Group
Michigan
$0
5
BWFA
Baltimore-Washington Financial Advisors
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$120M -$6.18M -257,532 -5%
HPC
2
HM Payson & Co
Maine
$89.7M -$4.54M -189,238 -5%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$84.1M -$488M -20,354,027 -85%
Morgan Stanley
4
Morgan Stanley
New York
$83.6M -$4.22M -175,681 -5%
HBT
5
Hills Bank & Trust
Iowa
$46.7M -$1.28M -53,420 -3%
LPL Financial
6
LPL Financial
California
$45.4M -$5.64M -234,920 -11%
Wells Fargo
7
Wells Fargo
California
$42M -$11.2M -466,024 -21%
NA
8
NewEdge Advisors
Louisiana
$37.6M +$854K +35,570 +2%
Renaissance Technologies
9
Renaissance Technologies
New York
$37.2M -$76.2K -3,173 -0.2%
UBS Group
10
UBS Group
Switzerland
$31.9M -$14.8M -615,271 -32%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$28.8M -$1.9M -79,015 -6%
CIA
12
Capital Investment Advisors
Georgia
$26.4M -$3.29M -137,188 -11%
FWTB
13
First Western Trust Bank
Colorado
$25.2M -$7.36M -306,754 -23%
CWM
14
Connecticut Wealth Management
Connecticut
$21.7M +$853K +35,539 +4%
CWM
15
Campbell Wealth Management
Virginia
$21.6M +$850K +35,396 +4%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$20.9M +$1.07M +44,614 +5%
SWM
17
Scissortail Wealth Management
Oklahoma
$18.3M -$22.3B -686,006 -100%
IWC
18
Integrated Wealth Concepts
Massachusetts
$18.2M -$3.07M -127,858 -14%
HAS
19
Horizon Advisory Services
New York
$17.4M +$362K +15,071 +2%
MCM
20
MV Capital Management
Maryland
$15.8M -$5.01M -208,920 -24%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$15.8M -$5.16M -215,171 -25%
DP
22
Denver PWM
Colorado
$15.6M +$308K +12,849 +2%
Osaic Holdings
23
Osaic Holdings
Arizona
$15.5M -$2.26M -94,139 -13%
SWA
24
Stratos Wealth Advisors
Ohio
$14.4M -$3.6M -150,155 -20%
MFIM
25
Mesirow Financial Investment Management
Illinois
$13.7M -$172K -7,165 -1%
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