IBTD

iShares iBonds Dec 2023 Term Treasury ETF

Delisted

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

172 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2023 Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 69 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
172
Holders Change
+72
Holders Change %
+72%
% of All Funds
2.78%
Holding in Top 10
15
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+200%
% of All Funds
0.24%
New
78
Increased
69
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$11.2M 455,598 +41,314 +10%
DE
27
Day & Ennis
Georgia
$11M 445,858 +445,858 New
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$10.8M 439,100 +399,444 +1,007%
RJA
29
Raymond James & Associates
Florida
$10.6M 430,186 +153,717 +56%
GI
30
Gradient Investments
Minnesota
$10.5M 423,167 +90,521 +27%
SB
31
Strategic Blueprint
Georgia
$9.59M 388,230 +77,185 +25%
IWC
32
Integrated Wealth Concepts
Massachusetts
$9.52M 385,306 +377,222 +4,666%
KOMWMG
33
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$9.36M 379,060 +379,060 New
BCM
34
Brookstone Capital Management
Illinois
$9.1M 367,933 +242,832 +194%
CA
35
Crumly & Associates
Illinois
$8.92M 361,087 +361,087 New
SIM
36
Studio Investment Management
Illinois
$8.55M 346,203 +35,163 +11%
CIA
37
Capital Investment Advisors
Georgia
$8.47M 343,027 +12,013 +4%
MA
38
Mutual Advisors
Nebraska
$8.03M 325,269 +250,130 +333%
RPSA
39
Richard P. Slaughter Associates
Texas
$7.95M 321,947 +67,888 +27%
EWM
40
Evermay Wealth Management
Virginia
$7.55M 305,602 +140,945 +86%
BWFA
41
Baltimore-Washington Financial Advisors
Maryland
$7.48M 302,648 +283,525 +1,483%
OSNBOA
42
Old Second National Bank of Aurora
Illinois
$7.45M 301,503 +85,439 +40%
GWP
43
Gateway Wealth Partners
Wisconsin
$6.49M 262,889 +262,889 New
RWP
44
Reliant Wealth Planning
Kentucky
$6.33M 256,167 -3,542 -1%
Creative Planning
45
Creative Planning
Kansas
$6.2M 250,984 +141,330 +129%
VCM
46
Vivaldi Capital Management
Illinois
$5.85M 236,509 +236,509 New
PSP
47
Pacific Sage Partners
Washington
$4.83M 195,672 +195,672 New
ICG
48
InterOcean Capital Group
Tennessee
$4.61M 186,465 -172,068 -48%
CIC
49
Carnegie Investment Counsel
Ohio
$4.22M 170,750 +117,075 +218%
SPC
50
Sigma Planning Corp
Michigan
$4.21M 170,379 +101,032 +146%