IBTD

iShares iBonds Dec 2023 Term Treasury ETF

Delisted

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

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
Name Market Value Shares Shares
Change
Shares
Change %
APA
51
American Portfolios Advisors
New York
$1.04M 41,930 +16,613 +66%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$988K 39,895 +27,213 +215%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$982K 39,656 +39,656 New
KFAA
54
Klaas Financial Asset Advisors
Illinois
$976K 39,400 +536 +1%
SAMC
55
Spectrum Asset Management (California)
California
$900K 36,322 -4,498 -11%
MCM
56
Marathon Capital Management
Maryland
$892K 36,000
KAS
57
Kestra Advisory Services
Texas
$858K 34,656 +34,656 New
Mariner
58
Mariner
Kansas
$835K 33,719 +7,651 +29%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$742K 29,948 +29,948 New
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$730K 29,474 +29,474 New
Baird Financial Group
61
Baird Financial Group
Wisconsin
$658K 26,563 +200 +0.8%
GBWM
62
Granite Bay Wealth Management
New Hampshire
$592K 23,900 +23,900 New
CAN
63
Cetera Advisor Networks
California
$528K 21,314 +2,954 +16%
WP
64
WealthSource Partners
California
$523K 21,100 +3,775 +22%
CPO
65
Cerity Partners OCIO
New York
$523K 21,120 +5,732 +37%
BWFA
66
Baltimore-Washington Financial Advisors
Maryland
$487K 19,123 +19,123 New
APW
67
Atlantic Private Wealth
North Carolina
$483K 19,501 +19,501 New
PJSIMP
68
P.J. Schmidt Investment Management (PJS)
Wisconsin
$482K 19,499 +19,499 New
MWM
69
Mascoma Wealth Management
New Hampshire
$444K 17,905
PAS
70
Park Avenue Securities
New York
$440K 17,762 -7,062 -28%
OC
71
Oppenheimer & Co
New York
$387K 15,642 +636 +4%
PTC
72
Private Trust Company
Ohio
$387K 15,619 +7,800 +100%
LIM
73
Leavell Investment Management
Alabama
$351K 14,158 +14,158 New
BPA
74
Beacon Pointe Advisors
California
$350K 14,143 +14,143 New
AIC
75
Archer Investment Corporation
Indiana
$343K 13,850 +13,850 New