iShares iBonds Dec 2023 Term Treasury ETF
IBTD
IBTD was delisted on the 15th of December, 2023.
100 hedge funds and large institutions have $429M invested in iShares iBonds Dec 2023 Term Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 33 increasing their positions, 8 reducing their positions, and 2 closing their positions.
2,500% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 2
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
313% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 8
187% more capital invested
Capital invested by funds: $149M → $429M (+$280M)
100% more funds holding
Funds holding: 50 → 100 (+50)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$42.5M |
| 2 |
IA
IFG Advisory
Atlanta,
Georgia
|
+$33.7M |
| 3 |
SL
Summitry LLC
Foster City,
California
|
+$27M |
| 4 |
CCP
Cassia Capital Partners
Winston Salem,
North Carolina
|
+$16.6M |
| 5 |
CWM
Campbell Wealth Management
Alexandria,
Virginia
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$1.83M |
| 2 |
MA
Montag & Associates
Atlanta,
Georgia
|
-$363K |
| 3 |
GA
Greenspring Advisors
Towson,
Maryland
|
-$229K |
| 4 |
PAS
Park Avenue Securities
New York
|
-$176K |
| 5 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
-$112K |
IBTD Hedge Fund Activity: Q3 2022 in Review
100 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Treasury ETF (IBTD) for Q3 2022, worth a combined $429M — up 187% from $149M a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new IBTD positions and 2 closed out — a net gain of 50 holders — while 33 added to existing stakes and 8 trimmed.
The largest buyer was Bank of America, adding an estimated $42.5M. The largest seller was Gradient Investments, cutting an estimated $1.83M.
- 100 institutional investors held iShares iBonds Dec 2023 Term Treasury ETF (IBTD) as of Q3 2022, up from 50 in Q2 2022.
- Funds reported $429M of iShares iBonds Dec 2023 Term Treasury ETF stock for Q3 2022, up 187% quarter-over-quarter.
- 52 funds opened new iShares iBonds Dec 2023 Term Treasury ETF positions in Q3 2022 and 2 closed out, a net change of +50 holders.
- The largest iShares iBonds Dec 2023 Term Treasury ETF buyer in Q3 2022 was Bank of America, an estimated $42.5M added.
- The largest iShares iBonds Dec 2023 Term Treasury ETF seller in Q3 2022 was Gradient Investments, an estimated $1.83M sold.
Based on aggregated 13F filings for Q3 2022.