iShares iBonds Dec 2023 Term Treasury ETF
IBTD
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.
563% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 8
221% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 34
23% more funds holding
Funds holding: 172 → 212 (+40)
20% more funds holding in top 10
Funds holding in top 10: 15 → 18 (+3)
19% more capital invested
Capital invested by funds: $1.7B → $2.03B (+$330M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$61.1M |
| 2 |
AP
Arlington Partners
Birmingham,
Alabama
|
+$38.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$25.2M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$19.2M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$17.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SRC
Shufro Rose & Co
New York
|
-$68.6M |
| 2 |
Goldman Sachs
New York
|
-$17M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$9.1M |
| 4 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$8.1M |
| 5 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
-$7.95M |
IBTD Hedge Fund Activity: Q1 2023 in Review
212 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Treasury ETF (IBTD) for Q1 2023, worth a combined $2.03B — up 19% from $1.7B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new IBTD positions and 8 closed out — a net gain of 45 holders — while 109 added to existing stakes and 34 trimmed.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $61.1M. The largest seller was Shufro Rose & Co, cutting an estimated $68.6M.
- 212 institutional investors held iShares iBonds Dec 2023 Term Treasury ETF (IBTD) as of Q1 2023, up from 172 in Q4 2022.
- Funds reported $2.03B of iShares iBonds Dec 2023 Term Treasury ETF stock for Q1 2023, up 19% quarter-over-quarter.
- 53 funds opened new iShares iBonds Dec 2023 Term Treasury ETF positions in Q1 2023 and 8 closed out, a net change of +45 holders.
- The largest iShares iBonds Dec 2023 Term Treasury ETF buyer in Q1 2023 was CAPTRUST Financial Advisors, an estimated $61.1M added.
- The largest iShares iBonds Dec 2023 Term Treasury ETF seller in Q1 2023 was Shufro Rose & Co, an estimated $68.6M sold.
Based on aggregated 13F filings for Q1 2023.