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IBTD

iShares iBonds Dec 2023 Term Treasury ETF
IBTD

Delisted

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

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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.

New
Increased
Maintained
Reduced
Closed

1,850% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 4

331% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 16

297% more capital invested

Capital invested by funds: $429M → $1.7B (+$1.27B)

200% more funds holding in top 10

Funds holding in top 10: 5 → 15 (+10)

72% more funds holding

Funds holding: 100 → 172 (+72)

Holders
172
Holders Change
+72
Holders Change %
+72%
% of All Funds
2.76%
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
–

Top Buyers

Rank Fund Capital Flow
1
AP
Arlington Partners
Alabama
+$350M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$305M
3
Morgan Stanley
Morgan Stanley
New York
+$88.6M
4
SRC
Shufro Rose & Co
New York
+$68.8M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$34.7M

Top Sellers

Rank Fund Capital Flow
1
ICG
InterOcean Capital Group
Tennessee
-$4.25M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.39M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.46M
4
NA
NewEdge Advisors
Louisiana
-$1.29M
5
TWA
Tillar-Wenstrup Advisors
Ohio
-$639K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
51
Trinity Wealth Management
Pennsylvania
$4.16M +$4.16M +168,311 New
Baird Financial Group
52
Baird Financial Group
Wisconsin
$4.03M +$3.38M +136,596 +514%
RCA
53
Resonant Capital Advisors
Wisconsin
$3.85M +$3.85M +155,934 New
Mariner
54
Mariner
Kansas
$3.81M +$2.98M +120,481 +357%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$3.72M +$664K +26,865 +22%
AF
56
Allworth Financial
California
$3.58M +$3.47M +140,255 +2,922%
EIA
57
Eldridge Investment Advisors
New Hampshire
$3.25M +$1.77M +71,622 +119%
LWAC
58
Laurel Wealth Advisors (California)
California
$3.25M +$3.25M +131,666 New
CAN
59
Cetera Advisor Networks
California
$2.95M +$2.43M +98,142 +460%
LIM
60
Leavell Investment Management
Alabama
$2.8M +$2.45M +99,006 +699%
VPP
61
Vertex Planning Partners
Illinois
$2.72M +$2.72M +109,978 New
ACM
62
Advance Capital Management
Michigan
$2.54M +$1.35M +54,462 +113%
MA
63
Montag & Associates
Georgia
$2.48M +$1.1M +44,528 +80%
RHP
64
Royal Harbor Partners
Texas
$2.48M +$247K +9,978 +11%
RI
65
Rinkey Investments
California
$2.43M +$425K +17,194 +21%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$2.4M +$2.4M +97,301 New
GSC
67
G&S Capital
Colorado
$2.38M +$2.38M +96,292 New
TWA
68
Tillar-Wenstrup Advisors
Ohio
$2.31M -$639K -25,857 -22%
SF
69
Safeguard Financial
Wisconsin
$2.29M +$359K +14,527 +19%
BFO
70
Boston Family Office
Massachusetts
$2.27M +$591K +23,927 +35%
RSWM
71
Robertson Stephens Wealth Management
California
$2.24M +$2.24M +90,737 New
RSA
72
River Street Advisors
Illinois
$2.2M +$2.2M +89,023 New
HCA
73
Heck Capital Advisors
Wisconsin
$2.09M -$171K -6,915 -8%
WANY
74
Wealthspire Advisors (New York)
New York
$1.94M +$1.94M +78,461 New
AIC
75
Archer Investment Corporation
Indiana
$1.82M +$1.48M +59,779 +432%
1 2
3
4 5

IBTD Hedge Fund Activity: Q4 2022 in Review

172 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Treasury ETF (IBTD) for Q4 2022, worth a combined $1.7B — up 297% from $429M a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IBTD positions and 4 closed out — a net gain of 74 holders — while 69 added to existing stakes and 16 trimmed.

The largest buyer was Arlington Partners, opening a new position worth an estimated $350M. The largest seller was InterOcean Capital Group, cutting an estimated $4.25M.

  • 172 institutional investors held iShares iBonds Dec 2023 Term Treasury ETF (IBTD) as of Q4 2022, up from 100 in Q3 2022.
  • Funds reported $1.7B of iShares iBonds Dec 2023 Term Treasury ETF stock for Q4 2022, up 297% quarter-over-quarter.
  • 78 funds opened new iShares iBonds Dec 2023 Term Treasury ETF positions in Q4 2022 and 4 closed out, a net change of +74 holders.
  • The largest iShares iBonds Dec 2023 Term Treasury ETF buyer in Q4 2022 was Arlington Partners, an estimated $350M added.
  • The largest iShares iBonds Dec 2023 Term Treasury ETF seller in Q4 2022 was InterOcean Capital Group, an estimated $4.25M sold.

Based on aggregated 13F filings for Q4 2022.