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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212 hedge funds and large institutions have $1.93B invested in iShares iBonds Dec 2023 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 81 increasing their positions, 87 reducing their positions, and 20 closing their positions.

Holders
212
Holders Change
-3
Holders Change %
-1.4%
% of All Funds
3.38%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
20
Increased
81
Reduced
87
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$78.2M
2
AT
2
Arlington Trust
Alabama
$67.9M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$457M
4
HBT
4
Hills Bank & Trust
Iowa
$26M
5
Goldman Sachs
5
Goldman Sachs
New York
$16.3M

Top Sellers

1
AP
1
Arlington Partners
Alabama
$67.9M
2
Wells Fargo
2
Wells Fargo
California
$53M
3
BTI
3
Blue Trust Inc
Georgia
$11.6M
4
CCP
4
Cassia Capital Partners
North Carolina
$0
5
EH
5
Equitable Holdings
New York
$3.28M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$16.3M 656,561 +614,090 +1,446%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$14.9M 599,837 +139,347 +30%
DE
28
Day & Ennis
Georgia
$14M 563,026 -203 -0%
Stifel Financial
29
Stifel Financial
Missouri
$13.9M 561,080 +59,547 +12%
BWFA
30
Baltimore-Washington Financial Advisors
Maryland
$13.2M 530,438 -21,229 -4%
BCM
31
Brookstone Capital Management
Illinois
$12.1M 486,751 -89,705 -16%
KTM
32
Keeler Thomas Management
Utah
$12.1M 485,810 +22,233 +5%
KOMWMG
33
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$11.7M 470,100 +8,886 +2%
BTI
34
Blue Trust Inc
Georgia
$11.6M 468,748 -871,954 -65%
HighTower Advisors
35
HighTower Advisors
Illinois
$11.3M 454,460 -5,334 -1%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$10.4M 419,634 +39,456 +10%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$10.4M 417,413 +6,931 +2%
GWP
38
Gateway Wealth Partners
Wisconsin
$9.71M 391,339 +17,374 +5%
TWM
39
Trinity Wealth Management
Pennsylvania
$9.54M 384,434 +3,237 +0.8%
CIA
40
Capital Investment Advisors
Georgia
$9.04M 364,303 -227,004 -38%
KF
41
Krilogy Financial
Missouri
$8.71M 350,913 -76,999 -18%
AWM
42
AE Wealth Management
Kansas
$8.41M 339,027 -194,326 -36%
RJA
43
Raymond James & Associates
Florida
$8.24M 332,012 +9,023 +3%
AUB
44
Atlantic Union Bankshares
Virginia
$7.98M 321,673 -1,291 -0.4%
DP
45
Denver PWM
Colorado
$7.86M 318,156 +13,327 +4%
Truist Financial
46
Truist Financial
North Carolina
$7.46M 300,454 +38,815 +15%
Mariner
47
Mariner
Kansas
$6.95M 280,012 +103,952 +59%
IA
48
IFG Advisory
Georgia
$6.89M 277,582 -20,248 -7%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$6.79M 273,729 -12,871 -4%
GI
50
Gradient Investments
Minnesota
$6.62M 266,757 -21,719 -8%
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