iShares iBonds Dec 2023 Term Treasury ETF
IBTD
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.
1,850% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 4
331% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 16
297% more capital invested
Capital invested by funds: $429M → $1.7B (+$1.27B)
200% more funds holding in top 10
Funds holding in top 10: 5 → 15 (+10)
72% more funds holding
Funds holding: 100 → 172 (+72)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Arlington Partners
Birmingham,
Alabama
|
+$350M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$305M |
| 3 |
Morgan Stanley
New York
|
+$88.6M |
| 4 |
SRC
Shufro Rose & Co
New York
|
+$68.8M |
| 5 |
Rockefeller Capital Management
New York
|
+$34.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICG
InterOcean Capital Group
Nashville,
Tennessee
|
-$4.25M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.39M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.46M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.29M |
| 5 |
TWA
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
-$639K |
IBTD Hedge Fund Activity: Q4 2022 in Review
172 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Treasury ETF (IBTD) for Q4 2022, worth a combined $1.7B — up 297% from $429M a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new IBTD positions and 4 closed out — a net gain of 74 holders — while 69 added to existing stakes and 16 trimmed.
The largest buyer was Arlington Partners, opening a new position worth an estimated $350M. The largest seller was InterOcean Capital Group, cutting an estimated $4.25M.
- 172 institutional investors held iShares iBonds Dec 2023 Term Treasury ETF (IBTD) as of Q4 2022, up from 100 in Q3 2022.
- Funds reported $1.7B of iShares iBonds Dec 2023 Term Treasury ETF stock for Q4 2022, up 297% quarter-over-quarter.
- 78 funds opened new iShares iBonds Dec 2023 Term Treasury ETF positions in Q4 2022 and 4 closed out, a net change of +74 holders.
- The largest iShares iBonds Dec 2023 Term Treasury ETF buyer in Q4 2022 was Arlington Partners, an estimated $350M added.
- The largest iShares iBonds Dec 2023 Term Treasury ETF seller in Q4 2022 was InterOcean Capital Group, an estimated $4.25M sold.
Based on aggregated 13F filings for Q4 2022.