IBTD

iShares iBonds Dec 2023 Term Treasury ETF

Delisted

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.

Holders
172
Holders Change
+72
Holders Change %
+72%
% of All Funds
2.78%
Holding in Top 10
15
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+200%
% of All Funds
0.24%
New
78
Increased
69
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GBWM
101
Granite Bay Wealth Management
New Hampshire
$859K 34,795 +10,895 +46%
EW
102
Element Wealth
Mississippi
$850K 34,419 +26,408 +330%
CAAS
103
Capital Asset Advisory Services
Michigan
$777K 31,475 +31,475 New
CTC
104
Central Trust Company
Missouri
$776K 31,424 +26,559 +546%
EWA
105
ERTS Wealth Advisors
Michigan
$740K 29,947 +29,947 New
AAS
106
Avantax Advisory Services
Texas
$590K 23,895 +23,895 New
SWP
107
Summit Wealth Partners
Florida
$546K 22,118 +22,118 New
SBL
108
Sargent Bickham Lagudis
Colorado
$535K 21,655 +16,677 +335%
4WM
109
4J Wealth Management
Virginia
$527K 21,349 +21,349 New
CPO
110
Cerity Partners OCIO
New York
$512K 20,730 -390 -2%
MWM
111
Mascoma Wealth Management
New Hampshire
$509K 20,613 +2,708 +15%
KFAA
112
Klaas Financial Asset Advisors
Illinois
$496K 20,092 -19,308 -49%
AWS
113
Atria Wealth Solutions
New York
$487K 19,731 +19,731 New
PJSIMP
114
P.J. Schmidt Investment Management (PJS)
Wisconsin
$486K 19,667 +168 +0.9%
CA
115
Cetera Advisors
Colorado
$469K 18,970 +18,970 New
GAM
116
Gould Asset Management
California
$465K 18,825 +18,825 New
BMCM
117
Black Maple Capital Management
Wisconsin
$459K 18,596 +18,596 New
PAS
118
Park Avenue Securities
New York
$431K 17,437 -325 -2%
SAM
119
Summit Asset Management
Tennessee
$423K 17,135 +17,135 New
Cerity Partners
120
Cerity Partners
New York
$396K 16,021 +6,800 +74%
WP
121
WealthSource Partners
California
$394K 15,950 -5,150 -24%
CFG
122
Cooper Financial Group
California
$389K 15,734 +15,734 New
SOS
123
Silver Oak Securities
Tennessee
$381K 15,409 +15,409 New
JWCA
124
J.W. Cole Advisors
Florida
$366K 14,820 +14,820 New
RIA
125
Regal Investment Advisors
Michigan
$360K 14,589 +14,589 New