IBTD

iShares iBonds Dec 2023 Term Treasury ETF
IBTD

Overview Fund Activity
Delisted

IBTD was delisted on the 15th of December, 2023.

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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.

Holders
100
Holders Change
+50
Holders Change %
+100%
% of All Funds
1.73%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.09%
New
52
Increased
33
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$51.9M
2
IA
2
IFG Advisory
Georgia
$33.6M
3
SL
3
Summitry LLC
California
$26.9M
4
CCP
4
Cassia Capital Partners
North Carolina
$16.6M
5
CWM
5
Campbell Wealth Management
Virginia
$14.2M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$8.24M
2
MA
2
Montag & Associates
Georgia
$1.39M
3
GA
3
Greenspring Advisors
Maryland
$0
4
PAS
4
Park Avenue Securities
New York
$440K
5
SAMC
5
Spectrum Asset Management (California)
California
$900K
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
26
Renaissance Technologies
New York
$3.54M 142,840 +142,840 New
Citadel Advisors
27
Citadel Advisors
Florida
$3.39M 137,010 +49,496 +57%
BCM
28
Brookstone Capital Management
Illinois
$3.09M 125,101 +125,101 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$3.07M 123,781 +123,781 New
Osaic Holdings
30
Osaic Holdings
Arizona
$3.03M 122,437 +119,847 +4,627%
TWA
31
Tillar-Wenstrup Advisors
Ohio
$2.96M 119,577 +50,777 +74%
EVM
32
Eaton Vance Management
Massachusetts
$2.94M 118,640 +118,640 New
Creative Planning
33
Creative Planning
Kansas
$2.72M 109,654 +69,152 +171%
Stifel Financial
34
Stifel Financial
Missouri
$2.51M 101,443 +46,698 +85%
HCA
35
Heck Capital Advisors
Wisconsin
$2.27M 91,629 +91,629 New
RHP
36
Royal Harbor Partners
Texas
$2.24M 90,477 +90,477 New
RI
37
Rinkey Investments
California
$2.01M 81,167 +81,167 New
SF
38
Safeguard Financial
Wisconsin
$1.94M 78,270 +68,405 +693%
MA
39
Mutual Advisors
Nebraska
$1.86M 75,139 +4,205 +6%
SPC
40
Sigma Planning Corp
Michigan
$1.72M 69,347 +55,731 +409%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$1.71M 69,155 +69,155 New
BFO
42
Boston Family Office
Massachusetts
$1.69M 68,097 +68,097 New
EIA
43
Eldridge Investment Advisors
New Hampshire
$1.49M 60,035 +11,240 +23%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.46M 58,919 +58,919 New
MA
45
Montag & Associates
Georgia
$1.39M 55,966 -14,587 -21%
AWS
46
AJ Wealth Strategies
New York
$1.38M 55,623 +3,507 +7%
APP
47
Avantax Planning Partners
Iowa
$1.33M 53,837 +53,837 New
CIC
48
Carnegie Investment Counsel
Ohio
$1.33M 53,675 +53,675 New
ACM
49
Advance Capital Management
Michigan
$1.2M 48,286 +48,286 New
UCB
50
United Community Bank
South Carolina
$1.09M 44,000 -20 -0%
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