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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215 hedge funds and large institutions have $2.12B invested in iShares iBonds Dec 2023 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 103 increasing their positions, 57 reducing their positions, and 23 closing their positions.

Holders
215
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
3.39%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
28
Increased
103
Reduced
57
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$429M
2
FWTB
2
First Western Trust Bank
Colorado
$31.2M
3
Bank of America
3
Bank of America
North Carolina
$116M
4
CWM
4
Connecticut Wealth Management
Connecticut
$15.3M
5
EH
5
Equitable Holdings
New York
$16.9M

Top Sellers

1
AP
1
Arlington Partners
Alabama
$303M
2
IA
2
IFG Advisory
Georgia
$7.39M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.4M
4
GI
4
Gradient Investments
Minnesota
$7.16M
5
NA
5
NewEdge Advisors
Louisiana
$33.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$14.4M 580,900 +96,517 +20%
BCM
27
Brookstone Capital Management
Illinois
$14.3M 576,456 -7,888 -1%
DE
28
Day & Ennis
Georgia
$14M 563,229 +63,522 +13%
BWFA
29
Baltimore-Washington Financial Advisors
Maryland
$13.7M 551,667 +185,738 +51%
AWM
30
AE Wealth Management
Kansas
$13.2M 533,353 -314,571 -37%
APS
31
American Planning Services
Florida
$13.2M 532,188 -16,224 -3%
Stifel Financial
32
Stifel Financial
Missouri
$12.4M 501,533 +12,761 +3%
KTM
33
Keeler Thomas Management
Utah
$11.8M 463,577 +55,855 +14%
KOMWMG
34
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$11.4M 461,214 +33,560 +8%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$11.4M 460,490 -713,480 -61%
HighTower Advisors
36
HighTower Advisors
Illinois
$11.4M 459,794 -13,093 -3%
KF
37
Krilogy Financial
Missouri
$10.6M 427,912 +23,235 +6%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$10.2M 410,482 +10,592 +3%
TWM
39
Trinity Wealth Management
Pennsylvania
$9.46M 381,197 +22,452 +6%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$9.43M 380,178 +67,982 +22%
GWP
41
Gateway Wealth Partners
Wisconsin
$9.28M 373,965 +22,010 +6%
MA
42
Mutual Advisors
Nebraska
$8.75M 352,838 +13,468 +4%
RJA
43
Raymond James & Associates
Florida
$8.01M 322,989 -129,145 -29%
AUB
44
Atlantic Union Bankshares
Virginia
$8.01M 322,964 +86,385 +37%
DP
45
Denver PWM
Colorado
$7.54M 304,829 +15,950 +6%
IA
46
IFG Advisory
Georgia
$7.39M 297,830 -1,113,151 -79%
GI
47
Gradient Investments
Minnesota
$7.16M 288,476 -557,432 -66%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$7.11M 286,600 -210 -0.1%
OSNBOA
49
Old Second National Bank of Aurora
Illinois
$7.04M 283,581 +1,305 +0.5%
Truist Financial
50
Truist Financial
North Carolina
$6.49M 261,639 +24,794 +10%
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