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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215 hedge funds and large institutions have $2.12B invested in iShares iBonds Dec 2023 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 103 increasing their positions, 57 reducing their positions, and 23 closing their positions.

Holders
215
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
3.39%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
28
Increased
103
Reduced
57
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$429M
2
FWTB
2
First Western Trust Bank
Colorado
$31.2M
3
Bank of America
3
Bank of America
North Carolina
$116M
4
CWM
4
Connecticut Wealth Management
Connecticut
$15.3M
5
EH
5
Equitable Holdings
New York
$16.9M

Top Sellers

1
AP
1
Arlington Partners
Alabama
$303M
2
IA
2
IFG Advisory
Georgia
$7.39M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.4M
4
GI
4
Gradient Investments
Minnesota
$7.16M
5
NA
5
NewEdge Advisors
Louisiana
$33.9M
Name Market Value Shares Shares
Change 		Shares
Change %
OMC
76
Old Mission Capital
Illinois
$3.32M 133,808 +133,808 New
RIA
77
Regal Investment Advisors
Michigan
$3.29M 132,497 +115,827 +695%
CTC
78
Central Trust Company
Missouri
$3.22M 129,719 -32,398 -20%
PA
79
PSI Advisors
Florida
$3.05M 122,918 +16,153 +15%
SPC
80
Sigma Planning Corp
Michigan
$2.98M 120,310 -60,009 -33%
WANY
81
Wealthspire Advisors (New York)
New York
$2.97M 119,806 -9,134 -7%
MA
82
Montag & Associates
Georgia
$2.94M 118,687 -8,471 -7%
Corient Private Wealth
83
Corient Private Wealth
Florida
$2.93M 118,034 – –
LNC
84
Lincoln National Corp
Pennsylvania
$2.8M 112,777 +19,590 +21%
CCG
85
Chatham Capital Group
Georgia
$2.79M 112,420 +19,345 +21%
AIC
86
Archer Investment Corporation
Indiana
$2.75M 110,890 +28,787 +35%
BFO
87
Boston Family Office
Massachusetts
$2.68M 108,194 +2,496 +2%
CW
88
CreativeOne Wealth
Kansas
$2.59M 104,389 +50,051 +92%
LB
89
Leo Brokerage
Texas
$2.54M 102,341 +13,792 +16%
RSWM
90
Robertson Stephens Wealth Management
California
$2.51M 101,076 -10,570 -9%
AAS
91
Avantax Advisory Services
Texas
$2.42M 97,447 +8,551 +10%
ACM
92
Advance Capital Management
Michigan
$2.33M 93,882 +549 +0.6%
VPP
93
Vertex Planning Partners
Illinois
$2.26M 90,932 -749 -0.8%
LIG
94
Lokken Investment Group
Delaware
$2.25M 90,672 +12,507 +16%
RSA
95
River Street Advisors
Illinois
$2.14M 86,318 -3,123 -3%
SF
96
Safeguard Financial
Wisconsin
$2.14M 86,304 -3,897 -4%
HF
97
HRT Financial
New York
$2.09M 84,370 -743 -0.9%
MML Investors Services
98
MML Investors Services
Massachusetts
$2.05M 82,618 +4,745 +6%
SS
99
Simplicity Solutions
Minnesota
$1.91M 77,134 +15,407 +25%
KAS
100
Kestra Advisory Services
Texas
$1.91M 77,082 +19,521 +34%
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