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 $1.93B invested in iShares iBonds Dec 2023 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 81 increasing their positions, 87 reducing their positions, and 20 closing their positions.

Holders
212
Holders Change
-3
Holders Change %
-1.4%
% of All Funds
3.38%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
20
Increased
81
Reduced
87
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$6.2M 249,818 -7,069 -3%
RWP
52
Reliant Wealth Planning
Kentucky
$6.2M 249,667 +8,898 +4%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$5.77M 232,304 +63,053 +37%
OMC
54
Old Mission Capital
Illinois
$5.57M 224,410 +90,602 +68%
ICG
55
InterOcean Capital Group
Tennessee
$5.32M 214,144 +8,958 +4%
MA
56
Mutual Advisors
Nebraska
$5.2M 209,419 -143,419 -41%
MSRI
57
Michael S. Ryan Inc
New York
$5.02M 202,482 +2,012 +1%
AR
58
Advisory Research
Illinois
$4.73M 190,385 -19,500 -9%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$4.7M 189,276 +7,297 +4%
CCM
60
Coldstream Capital Management
Washington
$4.7M 189,181 -24,181 -11%
PSP
61
Pacific Sage Partners
Washington
$4.59M 184,872 -1,180 -0.6%
LIM
62
Leavell Investment Management
Alabama
$4.42M 177,897 -7,149 -4%
CIC
63
Carnegie Investment Counsel
Ohio
$4.1M 165,025 -26,900 -14%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$3.71M 149,347 -22,009 -13%
AF
65
Allworth Financial
California
$3.68M 148,375 -1,200 -0.8%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$3.55M 142,816 -9,197 -6%
AIC
67
Archer Investment Corporation
Indiana
$3.44M 138,494 +27,604 +25%
CCB
68
Country Club Bank
Missouri
$3.43M 138,192 -59,880 -30%
CTC
69
Central Trust Company
Missouri
$3.4M 136,936 +7,217 +6%
PA
70
PSI Advisors
Florida
$3.36M 135,568 +12,650 +10%
RHP
71
Royal Harbor Partners
Texas
$3.36M 135,354 -8,328 -6%
EH
72
Equitable Holdings
New York
$3.28M 132,122 -547,499 -81%
CW
73
CreativeOne Wealth
Kansas
$3.15M 126,780 +22,391 +21%
MA
74
Montag & Associates
Georgia
$3.1M 124,748 +6,061 +5%
RCA
75
Resonant Capital Advisors
Wisconsin
$3.08M 124,127 -78,772 -39%