IBTD

iShares iBonds Dec 2023 Term Treasury ETF

Delisted

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

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.

Holders
172
Holders Change
+72
Holders Change %
+72%
% of All Funds
2.78%
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
Name Market Value Shares Shares
Change
Shares
Change %
AWM
76
AE Wealth Management
Kansas
$1.75M 70,930 +70,930 New
KF
77
Krilogy Financial
Missouri
$1.73M 69,916 +69,916 New
PRWA
78
Platte River Wealth Advisors
Colorado
$1.72M 69,762 +69,762 New
CCG
79
Chatham Capital Group
Georgia
$1.68M 68,090 +68,090 New
FF
80
Financial Futures
New Jersey
$1.52M 61,730 +61,730 New
BAM
81
Belpointe Asset Management
Nevada
$1.51M 61,187 +61,187 New
APP
82
Avantax Planning Partners
Iowa
$1.49M 60,502 +6,665 +12%
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$1.38M 55,908 +26,434 +90%
AWS
84
AJ Wealth Strategies
New York
$1.37M 55,623
SWM
85
Stockman Wealth Management
Montana
$1.37M 55,600 +55,600 New
HWMA
86
Heritage Wealth Management (Arizona)
Arizona
$1.37M 55,398 +55,398 New
PA
87
PSI Advisors
Florida
$1.37M 55,317 +48,517 +713%
CCB
88
Country Club Bank
Missouri
$1.34M 54,306 +54,306 New
KTM
89
Keeler Thomas Management
Utah
$1.34M 54,216 +54,216 New
CCM
90
Coldstream Capital Management
Washington
$1.26M 50,911 +50,911 New
KAS
91
Kestra Advisory Services
Texas
$1.24M 50,248 +15,592 +45%
MML Investors Services
92
MML Investors Services
Massachusetts
$1.24M 50,150 +50,150 New
APW
93
Atlantic Private Wealth
North Carolina
$1.1M 44,443 +24,942 +128%
UCB
94
United Community Bank
South Carolina
$1.09M 44,000
CA
95
Claro Advisors
Massachusetts
$964K 39,020 +39,020 New
IA
96
IFP Advisors
Florida
$960K 38,357 +35,426 +1,209%
SAMC
97
Spectrum Asset Management (California)
California
$897K 36,296 -26 -0.1%
MCM
98
Marathon Capital Management
Maryland
$889K 36,000
BPA
99
Beacon Pointe Advisors
California
$875K 35,411 +21,268 +150%
CW
100
CreativeOne Wealth
Kansas
$866K 35,046 +26,086 +291%