IBTD

iShares iBonds Dec 2023 Term Treasury ETF
IBTD

Overview Fund Activity
Delisted

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

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3 hedge funds and large institutions have $71.7M invested in iShares iBonds Dec 2023 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 208 closing their positions.

Holders
3
Holders Change
-209
Holders Change %
-98.58%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
3
Closed
208
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$0
2
Bank of America
2
Bank of America
North Carolina
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$0
4
AT
4
Arlington Trust
Alabama
$0
5
AP
5
Arlington Partners
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GI
51
Gradient Investments
Minnesota
– – -266,757 Closed
Creative Planning
52
Creative Planning
Kansas
– – -249,818 Closed
RWP
53
Reliant Wealth Planning
Kentucky
– – -249,667 Closed
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
– – -232,304 Closed
OMC
55
Old Mission Capital
Illinois
– – -224,410 Closed
ICG
56
InterOcean Capital Group
Tennessee
– – -214,144 Closed
MA
57
Mutual Advisors
Nebraska
– – -209,419 Closed
MSRI
58
Michael S. Ryan Inc
New York
– – -202,482 Closed
AR
59
Advisory Research
Illinois
– – -190,385 Closed
Baird Financial Group
60
Baird Financial Group
Wisconsin
– – -189,276 Closed
CCM
61
Coldstream Capital Management
Washington
– – -189,181 Closed
PSP
62
Pacific Sage Partners
Washington
– – -184,872 Closed
LIM
63
Leavell Investment Management
Alabama
– – -177,897 Closed
CIC
64
Carnegie Investment Counsel
Ohio
– – -165,025 Closed
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
– – -149,347 Closed
AF
66
Allworth Financial
California
– – -148,375 Closed
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
– – -142,816 Closed
AIC
68
Archer Investment Corporation
Indiana
– – -138,494 Closed
CCB
69
Country Club Bank
Missouri
– – -138,192 Closed
CTC
70
Central Trust Company
Missouri
– – -136,936 Closed
PA
71
PSI Advisors
Florida
– – -135,568 Closed
RHP
72
Royal Harbor Partners
Texas
– – -135,354 Closed
EH
73
Equitable Holdings
New York
– – -132,122 Closed
CW
74
CreativeOne Wealth
Kansas
– – -126,780 Closed
MA
75
Montag & Associates
Georgia
– – -124,748 Closed
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