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IBTD

iShares iBonds Dec 2023 Term Treasury ETF
IBTD

Delisted

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

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172 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2023 Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 69 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,850% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 4

331% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 16

297% more capital invested

Capital invested by funds: $429M → $1.7B (+$1.27B)

200% more funds holding in top 10

Funds holding in top 10: 5 → 15 (+10)

72% more funds holding

Funds holding: 100 → 172 (+72)

Holders
172
Holders Change
+72
Holders Change %
+72%
% of All Funds
2.76%
Holding in Top 10
15
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+200%
% of All Funds
0.24%
New
78
Increased
69
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AP
Arlington Partners
Alabama
+$350M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$305M
3
Morgan Stanley
Morgan Stanley
New York
+$88.6M
4
SRC
Shufro Rose & Co
New York
+$68.8M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$34.7M

Top Sellers

Rank Fund Capital Flow
1
ICG
InterOcean Capital Group
Tennessee
-$4.25M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.39M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.46M
4
NA
NewEdge Advisors
Louisiana
-$1.29M
5
TWA
Tillar-Wenstrup Advisors
Ohio
-$639K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
76
AE Wealth Management
Kansas
$1.75M +$1.75M +70,930 New
KF
77
Krilogy Financial
Missouri
$1.73M +$1.73M +69,916 New
PRWA
78
Platte River Wealth Advisors
Colorado
$1.72M +$1.72M +69,762 New
CCG
79
Chatham Capital Group
Georgia
$1.68M +$1.68M +68,090 New
FF
80
Financial Futures
New Jersey
$1.52M +$1.53M +61,730 New
BAM
81
Belpointe Asset Management
Nevada
$1.51M +$1.51M +61,187 New
APP
82
Avantax Planning Partners
Iowa
$1.49M +$165K +6,665 +12%
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$1.38M +$653K +26,434 +90%
AWS
84
AJ Wealth Strategies
New York
$1.37M – – –
SWM
85
Stockman Wealth Management
Montana
$1.37M +$1.37M +55,600 New
HWMA
86
Heritage Wealth Management (Arizona)
Arizona
$1.37M +$1.37M +55,398 New
PA
87
PSI Advisors
Florida
$1.37M +$1.2M +48,517 +713%
CCB
88
Country Club Bank
Missouri
$1.34M +$1.34M +54,306 New
KTM
89
Keeler Thomas Management
Utah
$1.34M +$1.34M +54,216 New
CCM
90
Coldstream Capital Management
Washington
$1.26M +$1.26M +50,911 New
KAS
91
Kestra Advisory Services
Texas
$1.24M +$385K +15,592 +45%
MML Investors Services
92
MML Investors Services
Massachusetts
$1.24M +$1.24M +50,150 New
APW
93
Atlantic Private Wealth
North Carolina
$1.1M +$616K +24,942 +128%
UCB
94
United Community Bank
South Carolina
$1.09M – – –
CA
95
Claro Advisors
Massachusetts
$964K +$964K +39,020 New
IA
96
IFP Advisors
Florida
$960K +$876K +35,426 +1,209%
SAMC
97
Spectrum Asset Management (California)
California
$897K -$643 -26 -0.1%
MCM
98
Marathon Capital Management
Maryland
$889K – – –
BPA
99
Beacon Pointe Advisors
California
$875K +$526K +21,268 +150%
CW
100
CreativeOne Wealth
Kansas
$866K +$645K +26,086 +291%
2 3
4
5 6

IBTD Hedge Fund Activity: Q4 2022 in Review

172 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Treasury ETF (IBTD) for Q4 2022, worth a combined $1.7B — up 297% from $429M a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IBTD positions and 4 closed out — a net gain of 74 holders — while 69 added to existing stakes and 16 trimmed.

The largest buyer was Arlington Partners, opening a new position worth an estimated $350M. The largest seller was InterOcean Capital Group, cutting an estimated $4.25M.

  • 172 institutional investors held iShares iBonds Dec 2023 Term Treasury ETF (IBTD) as of Q4 2022, up from 100 in Q3 2022.
  • Funds reported $1.7B of iShares iBonds Dec 2023 Term Treasury ETF stock for Q4 2022, up 297% quarter-over-quarter.
  • 78 funds opened new iShares iBonds Dec 2023 Term Treasury ETF positions in Q4 2022 and 4 closed out, a net change of +74 holders.
  • The largest iShares iBonds Dec 2023 Term Treasury ETF buyer in Q4 2022 was Arlington Partners, an estimated $350M added.
  • The largest iShares iBonds Dec 2023 Term Treasury ETF seller in Q4 2022 was InterOcean Capital Group, an estimated $4.25M sold.

Based on aggregated 13F filings for Q4 2022.