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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3 hedge funds and large institutions have $71.7M invested in iShares iBonds Dec 2023 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 208 closing their positions.

Holders
3
Holders Change
-209
Holders Change %
-98.58%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
3
Closed
208
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$0
2
Bank of America
2
Bank of America
North Carolina
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$0
4
AT
4
Arlington Trust
Alabama
$0
5
AP
5
Arlington Partners
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RCA
76
Resonant Capital Advisors
Wisconsin
– – -124,127 Closed
Corient Private Wealth
77
Corient Private Wealth
Florida
– – -122,084 Closed
WANY
78
Wealthspire Advisors (New York)
New York
– – -115,268 Closed
RIA
79
Regal Investment Advisors
Michigan
– – -111,266 Closed
LNC
80
Lincoln National Corp
Pennsylvania
– – -111,120 Closed
EP
81
Essential Planning
New Hampshire
– – -108,326 Closed
BFO
82
Boston Family Office
Massachusetts
– – -102,328 Closed
SPC
83
Sigma Planning Corp
Michigan
– – -95,414 Closed
RSWM
84
Robertson Stephens Wealth Management
California
– – -93,827 Closed
LIG
85
Lokken Investment Group
Delaware
– – -91,701 Closed
ACM
86
Advance Capital Management
Michigan
– – -88,661 Closed
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
– – -85,932 Closed
MML Investors Services
88
MML Investors Services
Massachusetts
– – -85,737 Closed
LF
89
Lantz Financial
Illinois
– – -84,152 Closed
EIA
90
Eldridge Investment Advisors
New Hampshire
– – -81,770 Closed
Citadel Advisors
91
Citadel Advisors
Florida
– – -79,751 Closed
SF
92
Safeguard Financial
Wisconsin
– – -79,748 Closed
SS
93
Simplicity Solutions
Minnesota
– – -79,454 Closed
CAN
94
Cetera Advisor Networks
California
– – -71,857 Closed
GC
95
Guidance Capital
Kentucky
– – -70,138 Closed
KFAA
96
Klaas Financial Asset Advisors
Illinois
– – -67,439 Closed
US Bancorp
97
US Bancorp
Minnesota
– – -65,475 Closed
BAM
98
Belpointe Asset Management
Nevada
– – -64,767 Closed
ABC
99
Associated Banc-Corp
Wisconsin
– – -57,085 Closed
CFG
100
Cooper Financial Group
California
– – -56,779 Closed
2 3
4
5 6