IBTD

iShares iBonds Dec 2023 Term Treasury ETF

Delisted

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

212 hedge funds and large institutions have $2.03B invested in iShares iBonds Dec 2023 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 109 increasing their positions, 34 reducing their positions, and 8 closing their positions.

Holders
212
Holders Change
+40
Holders Change %
+23.26%
% of All Funds
3.39%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.29%
New
53
Increased
109
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$5.88M 236,845 +236,845 New
AUB
52
Atlantic Union Bankshares
Virginia
$5.87M 236,579 +236,579 New
RCA
53
Resonant Capital Advisors
Wisconsin
$5.6M 225,740 +69,806 +45%
CCM
54
Coldstream Capital Management
Washington
$5.26M 212,123 +161,212 +317%
PRWA
55
Platte River Wealth Advisors
Colorado
$5.25M 211,700 +141,938 +203%
ICG
56
InterOcean Capital Group
Tennessee
$4.97M 200,511 +14,046 +8%
PSP
57
Pacific Sage Partners
Washington
$4.86M 195,910 +238 +0.1%
CIC
58
Carnegie Investment Counsel
Ohio
$4.76M 191,875 +21,125 +12%
LIM
59
Leavell Investment Management
Alabama
$4.62M 186,126 +72,962 +64%
SPC
60
Sigma Planning Corp
Michigan
$4.47M 180,319 +9,940 +6%
EIA
61
Eldridge Investment Advisors
New Hampshire
$4.42M 178,327 +46,670 +35%
CAN
62
Cetera Advisor Networks
California
$4.28M 172,409 +52,953 +44%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$4.15M 167,272 +4,113 +3%
CCB
64
Country Club Bank
Missouri
$4.11M 165,741 +111,435 +205%
Mariner
65
Mariner
Kansas
$4.07M 164,102 +9,902 +6%
CTC
66
Central Trust Company
Missouri
$4.02M 162,117 +130,693 +416%
AF
67
Allworth Financial
California
$3.73M 150,455 +5,400 +4%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$3.65M 147,191 +147,191 New
WANY
69
Wealthspire Advisors (New York)
New York
$3.2M 128,940 +50,479 +64%
MA
70
Montag & Associates
Georgia
$3.15M 127,158 +26,664 +27%
RHP
71
Royal Harbor Partners
Texas
$3.01M 121,287 +20,832 +21%
Corient Private Wealth
72
Corient Private Wealth
Florida
$2.93M 118,034 +118,034 New
RSWM
73
Robertson Stephens Wealth Management
California
$2.77M 111,646 +20,909 +23%
PA
74
PSI Advisors
Florida
$2.65M 106,765 +51,448 +93%
BFO
75
Boston Family Office
Massachusetts
$2.62M 105,698 +13,674 +15%