iShares iBonds Dec 2023 Term Treasury ETF
IBTD
IBTD was delisted on the 15th of December, 2023.
50 hedge funds and large institutions have $149M invested in iShares iBonds Dec 2023 Term Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 2 closing their positions.
1,150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 2
488% more capital invested
Capital invested by funds: $25.4M → $149M (+$124M)
220% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 5
85% more funds holding
Funds holding: 27 → 50 (+23)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$40.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$13.3M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$10.6M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$10.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$8.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$737K |
| 2 |
APW
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
-$322K |
| 3 |
PAS
Park Avenue Securities
New York
|
-$241K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$63.9K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$62.9K |
IBTD Hedge Fund Activity: Q2 2022 in Review
50 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Treasury ETF (IBTD) for Q2 2022, worth a combined $149M — up 488% from $25.4M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IBTD positions and 2 closed out — a net gain of 23 holders — while 16 added to existing stakes and 5 trimmed.
The largest buyer was NewEdge Advisors, adding an estimated $40.6M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $737K sold.
- 50 institutional investors held iShares iBonds Dec 2023 Term Treasury ETF (IBTD) as of Q2 2022, up from 27 in Q1 2022.
- Funds reported $149M of iShares iBonds Dec 2023 Term Treasury ETF stock for Q2 2022, up 488% quarter-over-quarter.
- 25 funds opened new iShares iBonds Dec 2023 Term Treasury ETF positions in Q2 2022 and 2 closed out, a net change of +23 holders.
- The largest iShares iBonds Dec 2023 Term Treasury ETF buyer in Q2 2022 was NewEdge Advisors, an estimated $40.6M added.
- The largest iShares iBonds Dec 2023 Term Treasury ETF seller in Q2 2022 was Flow Traders U.S., an estimated $737K sold.
Based on aggregated 13F filings for Q2 2022.