IBTD

iShares iBonds Dec 2023 Term Treasury ETF

Delisted

IBTD was delisted on the 15th of December, 2023.

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.

Holders
212
Holders Change
+40
Holders Change %
+23.26%
% of All Funds
3.39%
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
Name Market Value Shares Shares
Change
Shares
Change %
CW
101
CreativeOne Wealth
Kansas
$1.35M 54,338 +19,292 +55%
SWM
102
Stockman Wealth Management
Montana
$1.32M 53,090 -2,510 -5%
ACM
103
Absolute Capital Management
Pennsylvania
$1.31M 52,700 +52,700 New
ABC
104
Associated Banc-Corp
Wisconsin
$1.29M 51,866 +41,097 +382%
PJSIMP
105
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.26M 50,910 +31,243 +159%
EW
106
Element Wealth
Mississippi
$1.16M 46,818 +12,399 +36%
PFM
107
Phillips Financial Management
Indiana
$1.15M 46,285 +36,132 +356%
Lido Advisors
108
Lido Advisors
California
$1.14M 46,131 +46,131 New
CSPAM
109
Cary Street Partners Asset Management
Virginia
$1.14M 46,068 +43,449 +1,659%
APW
110
Atlantic Private Wealth
North Carolina
$1.14M 45,938 +1,495 +3%
KFAA
111
Klaas Financial Asset Advisors
Illinois
$1.14M 45,906 +25,814 +128%
UCB
112
United Community Bank
South Carolina
$1.09M 44,000
SL
113
SWMG LLC
Texas
$1.09M 43,910 +43,910 New
PAG
114
Private Advisor Group
New Jersey
$1.06M 42,591 +15,465 +57%
SWP
115
Summit Wealth Partners
Florida
$1.01M 40,620 +18,502 +84%
AI
116
Atria Investments
North Carolina
$1M 40,460 +40,460 New
IWM
117
IHT Wealth Management
Illinois
$997K 40,200 +40,200 New
HCM
118
Howland Capital Management
Massachusetts
$991K 39,925 +39,925 New
BPA
119
Beacon Pointe Advisors
California
$977K 39,360 +3,949 +11%
IA
120
IFP Advisors
Florida
$942K 37,597 -760 -2%
SAMC
121
Spectrum Asset Management (California)
California
$917K 36,953 +657 +2%
QA
122
Quantitative Advantage
Minnesota
$909K 36,631 +36,631 New
GBWM
123
Granite Bay Wealth Management
New Hampshire
$900K 36,260 +1,465 +4%
TLFA
124
True Link Financial Advisors
California
$872K 35,129 +35,129 New
EWA
125
ERTS Wealth Advisors
Michigan
$843K 33,990 +4,043 +14%