IBTD

iShares iBonds Dec 2023 Term Treasury ETF
IBTD

Overview Fund Activity
Delisted

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

Back to rankings

212 hedge funds and large institutions have $2.03B invested in iShares iBonds Dec 2023 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 109 increasing their positions, 34 reducing their positions, and 8 closing their positions.

Holders
212
Holders Change
+40
Holders Change %
+23.26%
% of All Funds
3.39%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.29%
New
53
Increased
109
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$369M
2
AP
2
Arlington Partners
Alabama
$390M
3
Bank of America
3
Bank of America
North Carolina
$96.6M
4
AWM
4
AE Wealth Management
Kansas
$21M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$26.8M

Top Sellers

1
SRC
1
Shufro Rose & Co
New York
$286K
2
Goldman Sachs
2
Goldman Sachs
New York
$577K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$9.92M
4
CA
4
Crumly & Associates
Illinois
$839K
5
RPSA
5
Richard P. Slaughter Associates
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SB
26
Strategic Blueprint
Georgia
$14.3M 575,464 +187,234 +48%
APS
27
American Planning Services
Florida
$13.6M 548,412 +548,412 New
DE
28
Day & Ennis
Georgia
$12.4M 499,707 +53,849 +12%
Stifel Financial
29
Stifel Financial
Missouri
$12.1M 488,772 +6,042 +1%
Jane Street
30
Jane Street
New York
$12M 484,383 -117,584 -20%
HighTower Advisors
31
HighTower Advisors
Illinois
$11.7M 472,887 +17,289 +4%
RJA
32
Raymond James & Associates
Florida
$11.2M 452,134 +21,948 +5%
KOMWMG
33
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$10.6M 427,654 +48,594 +13%
KTM
34
Keeler Thomas Management
Utah
$10.1M 407,722 +353,506 +652%
KF
35
Krilogy Financial
Missouri
$10M 404,677 +334,761 +479%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$9.92M 399,890 -367,770 -48%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$9.56M 385,263 -53,837 -12%
SIM
38
Studio Investment Management
Illinois
$9.45M 380,885 +34,682 +10%
BWFA
39
Baltimore-Washington Financial Advisors
Maryland
$9.08M 365,929 +63,281 +21%
TWM
40
Trinity Wealth Management
Pennsylvania
$8.9M 358,745 +190,434 +113%
GWP
41
Gateway Wealth Partners
Wisconsin
$8.73M 351,955 +89,066 +34%
MA
42
Mutual Advisors
Nebraska
$8.42M 339,370 +14,101 +4%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$7.75M 312,196 +256,288 +458%
EWM
44
Evermay Wealth Management
Virginia
$7.65M 308,196 +2,594 +0.8%
DP
45
Denver PWM
Colorado
$7.14M 288,879 +288,879 New
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$7.12M 286,810 +136,164 +90%
EH
47
Equitable Holdings
New York
$7.09M 285,746 +285,746 New
Creative Planning
48
Creative Planning
Kansas
$7.03M 283,344 +32,360 +13%
OSNBOA
49
Old Second National Bank of Aurora
Illinois
$7M 282,276 -19,227 -6%
RWP
50
Reliant Wealth Planning
Kentucky
$6.25M 251,996 -4,171 -2%
1
2
3 4 5