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IBTB

iShares iBonds Dec 2022 Term Treasury ETF
IBTB

Delisted

IBTB was delisted on the 15th of December, 2022.

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50 hedge funds and large institutions have $121M invested in iShares iBonds Dec 2022 Term Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 18 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 3

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

91% more capital invested

Capital invested by funds: $63.7M → $121M (+$57.8M)

61% more funds holding

Funds holding: 31 → 50 (+19)

Holders
50
Holders Change
+19
Holders Change %
+61.29%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
18
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CPO
Cerity Partners OCIO
New York
+$7.62M
2
TC
Trilogy Capital
California
+$6.67M
3
RJA
Raymond James & Associates
Florida
+$5.96M
4
Citadel Advisors
Citadel Advisors
Florida
+$5.89M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$4.68M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1.34M
2
SAM
Synergy Asset Management
Washington
-$625K
3
GA
Greenspring Advisors
Maryland
-$505K
4
SAMC
Spectrum Asset Management (California)
California
-$209K
5
UBS Group
UBS Group
Switzerland
-$12K
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
26
American Portfolios Advisors
New York
$644K -$4.38K -173 -0.7%
SPC
27
Sigma Planning Corp
Michigan
$642K +$164K +6,477 +34%
KFAA
28
Klaas Financial Asset Advisors
Illinois
$626K – – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$555K +$554K +21,860 New
CW
30
CreativeOne Wealth
Kansas
$485K +$133K +5,255 +38%
Mariner
31
Mariner
Kansas
$414K +$9.89K +390 +2%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$356K +$355K +14,013 New
Osaic Holdings
33
Osaic Holdings
Arizona
$308K +$107K +4,235 +54%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$308K +$307K +12,115 New
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$266K +$265K +10,473 New
AIS
36
American Investment Services
Massachusetts
$238K +$237K +9,366 New
KAS
37
Kestra Advisory Services
Texas
$237K +$237K +9,331 New
Cerity Partners
38
Cerity Partners
New York
$230K +$230K +9,066 New
BAM
39
Belpointe Asset Management
Nevada
$219K +$219K +8,642 New
AAS
40
Ameritas Advisory Services
Nebraska
$201K +$201K +7,925 New
CTC
41
Central Trust Company
Missouri
$123K – – –
HR
42
Howe & Rusling
New York
$122K +$122K +4,801 New
SWM
43
Sugarloaf Wealth Management
Georgia
$101K – – –
PTC
44
Private Trust Company
Ohio
$101K +$100K +3,964 New
EWM
45
Evermay Wealth Management
Virginia
$86K +$86.2K +3,400 New
HIA
46
Harbor Investment Advisory
Maryland
$76K – – –
IA
47
IFP Advisors
Florida
$72K +$73K +2,881 New
HS
48
Horan Securities
United States
$5K +$4.87K +192 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
BFEC
50
Benjamin F. Edwards & Company
Missouri
$1K – – –
1
2
3

IBTB Hedge Fund Activity: Q3 2022 in Review

50 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Treasury ETF (IBTB) for Q3 2022, worth a combined $121M — up 91% from $63.7M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBTB positions and 4 closed out — a net gain of 19 holders — while 18 added to existing stakes and 3 trimmed.

The largest buyer was Cerity Partners OCIO, opening a new position worth an estimated $7.62M. The largest seller was Bank of America, cutting an estimated $1.34M.

  • 50 institutional investors held iShares iBonds Dec 2022 Term Treasury ETF (IBTB) as of Q3 2022, up from 31 in Q2 2022.
  • Funds reported $121M of iShares iBonds Dec 2022 Term Treasury ETF stock for Q3 2022, up 91% quarter-over-quarter.
  • 23 funds opened new iShares iBonds Dec 2022 Term Treasury ETF positions in Q3 2022 and 4 closed out, a net change of +19 holders.
  • The largest iShares iBonds Dec 2022 Term Treasury ETF buyer in Q3 2022 was Cerity Partners OCIO, an estimated $7.62M added.
  • The largest iShares iBonds Dec 2022 Term Treasury ETF seller in Q3 2022 was Bank of America, an estimated $1.34M sold.

Based on aggregated 13F filings for Q3 2022.