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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100 hedge funds and large institutions have $429M invested in iShares iBonds Dec 2023 Term Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 33 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
100
Holders Change
+50
Holders Change %
+100%
% of All Funds
1.73%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.09%
New
52
Increased
33
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$51.9M
2
IA
2
IFG Advisory
Georgia
$33.6M
3
SL
3
Summitry LLC
California
$26.9M
4
CCP
4
Cassia Capital Partners
North Carolina
$16.6M
5
CWM
5
Campbell Wealth Management
Virginia
$14.2M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$8.24M
2
MA
2
Montag & Associates
Georgia
$1.39M
3
GA
3
Greenspring Advisors
Maryland
$0
4
PAS
4
Park Avenue Securities
New York
$440K
5
SAMC
5
Spectrum Asset Management (California)
California
$900K
Name Market Value Shares Shares
Change 		Shares
Change %
9WM
76
9258 Wealth Management
Ohio
$309K 12,491 +12,491 New
T
77
TCWP
Ohio
$263K 10,649 +10,649 New
Cerity Partners
78
Cerity Partners
New York
$228K 9,221 +9,221 New
CW
79
CreativeOne Wealth
Kansas
$222K 8,960 +8,960 New
OPA
80
Old Port Advisors
Maine
$220K 8,896 +8,896 New
SCM
81
Stonehearth Capital Management
Massachusetts
$201K 8,134 +8,134 New
IWC
82
Integrated Wealth Concepts
Massachusetts
$200K 8,084 +8,084 New
BL
83
Balentine LLC
Georgia
$200K 8,084 +8,084 New
EW
84
Element Wealth
Mississippi
$198K 8,011 +8,011 New
PA
85
PSI Advisors
Florida
$168K 6,800 +6,800 New
BFEC
86
Benjamin F. Edwards & Company
Missouri
$123K 4,959 -360 -7%
SBL
87
Sargent Bickham Lagudis
Colorado
$123K 4,978 +4,978 New
CTC
88
Central Trust Company
Missouri
$121K 4,865 – –
AF
89
Allworth Financial
California
$119K 4,800 +4,800 New
BEI
90
Benjamin Edwards Inc
Missouri
$78K 3,140 -51 -2%
BWM
91
BerganKDV Wealth Management
Minnesota
$78K 3,151 – –
IA
92
IFP Advisors
Florida
$74K 2,931 +2,931 New
CSPAM
93
Cary Street Partners Asset Management
Virginia
$65K 2,619 +2,619 New
HIA
94
Harbor Investment Advisory
Maryland
$62K 2,500 – –
BC
95
Barrett & Company
Rhode Island
$24.7K 1,000 +1,000 New
GRP
96
Global Retirement Partners
California
$24K 950 +950 New
HWA
97
HHM Wealth Advisors
Tennessee
$13K 510 – –
CHA
98
Carmichael Hill & Associates
Maryland
$13K 538 +538 New
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$3K 128 – –
NDSI
100
Newman Dignan & Sheerar Inc
Rhode Island
$360 14,525 -4,503 -24%
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4
5