IBTD

iShares iBonds Dec 2023 Term Treasury ETF

Delisted

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

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.

Holders
172
Holders Change
+72
Holders Change %
+72%
% of All Funds
2.78%
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
Name Market Value Shares Shares
Change
Shares
Change %
TWM
51
Trinity Wealth Management
Pennsylvania
$4.16M 168,311 +168,311 New
Baird Financial Group
52
Baird Financial Group
Wisconsin
$4.03M 163,159 +136,596 +514%
RCA
53
Resonant Capital Advisors
Wisconsin
$3.85M 155,934 +155,934 New
Mariner
54
Mariner
Kansas
$3.81M 154,200 +120,481 +357%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$3.72M 150,646 +26,865 +22%
AF
56
Allworth Financial
California
$3.58M 145,055 +140,255 +2,922%
EIA
57
Eldridge Investment Advisors
New Hampshire
$3.25M 131,657 +71,622 +119%
LWAC
58
Laurel Wealth Advisors (California)
California
$3.25M 131,666 +131,666 New
CAN
59
Cetera Advisor Networks
California
$2.95M 119,456 +98,142 +460%
LIM
60
Leavell Investment Management
Alabama
$2.8M 113,164 +99,006 +699%
VPP
61
Vertex Planning Partners
Illinois
$2.72M 109,978 +109,978 New
ACM
62
Advance Capital Management
Michigan
$2.54M 102,748 +54,462 +113%
MA
63
Montag & Associates
Georgia
$2.48M 100,494 +44,528 +80%
RHP
64
Royal Harbor Partners
Texas
$2.48M 100,455 +9,978 +11%
RI
65
Rinkey Investments
California
$2.43M 98,361 +17,194 +21%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$2.4M 97,301 +97,301 New
GSC
67
G&S Capital
Colorado
$2.38M 96,292 +96,292 New
TWA
68
Tillar-Wenstrup Advisors
Ohio
$2.32M 93,720 -25,857 -22%
SF
69
Safeguard Financial
Wisconsin
$2.29M 92,797 +14,527 +19%
BFO
70
Boston Family Office
Massachusetts
$2.27M 92,024 +23,927 +35%
RSWM
71
Robertson Stephens Wealth Management
California
$2.24M 90,737 +90,737 New
RSA
72
River Street Advisors
Illinois
$2.2M 89,023 +89,023 New
HCA
73
Heck Capital Advisors
Wisconsin
$2.09M 84,714 -6,915 -8%
WANY
74
Wealthspire Advisors (New York)
New York
$1.94M 78,461 +78,461 New
AIC
75
Archer Investment Corporation
Indiana
$1.82M 73,629 +59,779 +432%