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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212 hedge funds and large institutions have $2.03B invested in iShares iBonds Dec 2023 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 109 increasing their positions, 34 reducing their positions, and 8 closing their positions.

Holders
212
Holders Change
+40
Holders Change %
+23.26%
% of All Funds
3.39%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.29%
New
53
Increased
109
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$369M
2
AP
2
Arlington Partners
Alabama
$390M
3
Bank of America
3
Bank of America
North Carolina
$96.6M
4
AWM
4
AE Wealth Management
Kansas
$21M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$26.8M

Top Sellers

1
SRC
1
Shufro Rose & Co
New York
$286K
2
Goldman Sachs
2
Goldman Sachs
New York
$577K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$9.92M
4
CA
4
Crumly & Associates
Illinois
$839K
5
RPSA
5
Richard P. Slaughter Associates
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GSC
76
G&S Capital
Colorado
$2.44M 98,498 +2,206 +2%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$2.42M 97,579 +278 +0.3%
JAG
78
Journey Advisory Group
Kentucky
$2.38M 96,090 +96,090 New
ACM
79
Advance Capital Management
Michigan
$2.32M 93,333 -9,415 -9%
LNC
80
Lincoln National Corp
Pennsylvania
$2.31M 93,187 +93,187 New
CCG
81
Chatham Capital Group
Georgia
$2.31M 93,075 +24,985 +37%
SCI
82
Stableford Capital II
Arizona
$2.29M 92,797 +92,797 New
VPP
83
Vertex Planning Partners
Illinois
$2.27M 91,681 -18,297 -17%
RI
84
Rinkey Investments
California
$2.26M 91,116 -7,245 -7%
SF
85
Safeguard Financial
Wisconsin
$2.24M 90,201 -2,596 -3%
RSA
86
River Street Advisors
Illinois
$2.22M 89,441 +418 +0.5%
AAS
87
Avantax Advisory Services
Texas
$2.21M 88,896 +65,001 +272%
LB
88
Leo Brokerage
Texas
$2.2M 88,549 +88,549 New
HF
89
HRT Financial
New York
$2.11M 85,113 +85,113 New
AIC
90
Archer Investment Corporation
Indiana
$2.04M 82,103 +8,474 +12%
LIG
91
Lokken Investment Group
Delaware
$1.94M 78,165 +78,165 New
MML Investors Services
92
MML Investors Services
Massachusetts
$1.93M 77,873 +27,723 +55%
LF
93
Lantz Financial
Illinois
$1.79M 72,158 +72,158 New
BAM
94
Belpointe Asset Management
Nevada
$1.6M 64,671 +3,484 +6%
SS
95
Simplicity Solutions
Minnesota
$1.53M 61,727 +61,727 New
FF
96
Financial Futures
New Jersey
$1.5M 60,527 -1,203 -2%
APP
97
Avantax Planning Partners
Iowa
$1.5M 60,502 – –
AWS
98
AJ Wealth Strategies
New York
$1.47M 59,358 +3,735 +7%
KAS
99
Kestra Advisory Services
Texas
$1.43M 57,561 +7,313 +15%
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
$1.36M 54,744 +54,312 +12,572%
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4
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