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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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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.

New
Increased
Maintained
Reduced
Closed

563% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 8

221% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 34

23% more funds holding

Funds holding: 172 → 212 (+40)

20% more funds holding in top 10

Funds holding in top 10: 15 → 18 (+3)

19% more capital invested

Capital invested by funds: $1.7B → $2.03B (+$330M)

Holders
212
Holders Change
+40
Holders Change %
+23.26%
% of All Funds
3.38%
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

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$61.1M
2
AP
Arlington Partners
Alabama
+$38.8M
3
Bank of America
Bank of America
North Carolina
+$25.2M
4
AWM
AE Wealth Management
Kansas
+$19.2M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$17.1M

Top Sellers

Rank Fund Capital Flow
1
SRC
Shufro Rose & Co
New York
-$68.6M
2
Goldman Sachs
Goldman Sachs
New York
-$17M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$9.1M
4
CA
Crumly & Associates
Illinois
-$8.1M
5
RPSA
Richard P. Slaughter Associates
Texas
-$7.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
GSC
76
G&S Capital
Colorado
$2.44M +$54.6K +2,206 +2%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$2.42M +$6.88K +278 +0.3%
JAG
78
Journey Advisory Group
Kentucky
$2.38M +$2.38M +96,090 New
ACM
79
Advance Capital Management
Michigan
$2.32M -$233K -9,415 -9%
LNC
80
Lincoln National Corp
Pennsylvania
$2.31M +$2.31M +93,187 New
CCG
81
Chatham Capital Group
Georgia
$2.31M +$618K +24,985 +37%
SCI
82
Stableford Capital II
Arizona
$2.29M +$2.3M +92,797 New
VPP
83
Vertex Planning Partners
Illinois
$2.27M -$453K -18,297 -17%
RI
84
Rinkey Investments
California
$2.26M -$179K -7,245 -7%
SF
85
Safeguard Financial
Wisconsin
$2.24M -$64.2K -2,596 -3%
RSA
86
River Street Advisors
Illinois
$2.22M +$10.3K +418 +0.5%
AAS
87
Avantax Advisory Services
Texas
$2.21M +$1.61M +65,001 +272%
LB
88
Leo Brokerage
Texas
$2.2M +$2.19M +88,549 New
HF
89
HRT Financial
New York
$2.11M +$2.11M +85,113 New
AIC
90
Archer Investment Corporation
Indiana
$2.04M +$210K +8,474 +12%
LIG
91
Lokken Investment Group
Delaware
$1.94M +$1.93M +78,165 New
MML Investors Services
92
MML Investors Services
Massachusetts
$1.93M +$686K +27,723 +55%
LF
93
Lantz Financial
Illinois
$1.79M +$1.79M +72,158 New
BAM
94
Belpointe Asset Management
Nevada
$1.6M +$86.2K +3,484 +6%
SS
95
Simplicity Solutions
Minnesota
$1.53M +$1.53M +61,727 New
FF
96
Financial Futures
New Jersey
$1.5M -$29.8K -1,203 -2%
APP
97
Avantax Planning Partners
Iowa
$1.5M – – –
AWS
98
AJ Wealth Strategies
New York
$1.47M +$92.4K +3,735 +7%
KAS
99
Kestra Advisory Services
Texas
$1.43M +$181K +7,313 +15%
JP Morgan Chase
100
JP Morgan Chase
New York
$1.36M +$1.34M +54,312 +12,572%
2 3
4
5 6

IBTD Hedge Fund Activity: Q1 2023 in Review

212 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Treasury ETF (IBTD) for Q1 2023, worth a combined $2.03B — up 19% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IBTD positions and 8 closed out — a net gain of 45 holders — while 109 added to existing stakes and 34 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $61.1M. The largest seller was Shufro Rose & Co, cutting an estimated $68.6M.

  • 212 institutional investors held iShares iBonds Dec 2023 Term Treasury ETF (IBTD) as of Q1 2023, up from 172 in Q4 2022.
  • Funds reported $2.03B of iShares iBonds Dec 2023 Term Treasury ETF stock for Q1 2023, up 19% quarter-over-quarter.
  • 53 funds opened new iShares iBonds Dec 2023 Term Treasury ETF positions in Q1 2023 and 8 closed out, a net change of +45 holders.
  • The largest iShares iBonds Dec 2023 Term Treasury ETF buyer in Q1 2023 was CAPTRUST Financial Advisors, an estimated $61.1M added.
  • The largest iShares iBonds Dec 2023 Term Treasury ETF seller in Q1 2023 was Shufro Rose & Co, an estimated $68.6M sold.

Based on aggregated 13F filings for Q1 2023.