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IBTD

iShares iBonds Dec 2023 Term Treasury ETF
IBTD

Delisted

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

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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.

New
Increased
Maintained
Reduced
Closed

563% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 8

221% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 34

23% more funds holding

Funds holding: 172 → 212 (+40)

20% more funds holding in top 10

Funds holding in top 10: 15 → 18 (+3)

19% more capital invested

Capital invested by funds: $1.7B → $2.03B (+$330M)

Holders
212
Holders Change
+40
Holders Change %
+23.26%
% of All Funds
3.38%
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
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$61.1M
2
AP
Arlington Partners
Alabama
+$38.8M
3
Bank of America
Bank of America
North Carolina
+$25.2M
4
AWM
AE Wealth Management
Kansas
+$19.2M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$17.1M

Top Sellers

Rank Fund Capital Flow
1
SRC
Shufro Rose & Co
New York
-$68.6M
2
Goldman Sachs
Goldman Sachs
New York
-$17M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$9.1M
4
CA
Crumly & Associates
Illinois
-$8.1M
5
RPSA
Richard P. Slaughter Associates
Texas
-$7.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
101
CreativeOne Wealth
Kansas
$1.35M +$477K +19,292 +55%
SWM
102
Stockman Wealth Management
Montana
$1.32M -$62.1K -2,510 -5%
ACM
103
Absolute Capital Management
Pennsylvania
$1.31M +$1.3M +52,700 New
ABC
104
Associated Banc-Corp
Wisconsin
$1.29M +$1.02M +41,097 +382%
PJSIMP
105
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.26M +$773K +31,243 +159%
EW
106
Element Wealth
Mississippi
$1.16M +$307K +12,399 +36%
PFM
107
Phillips Financial Management
Indiana
$1.15M +$894K +36,132 +356%
Lido Advisors
108
Lido Advisors
California
$1.14M +$1.14M +46,131 New
CSPAM
109
Cary Street Partners Asset Management
Virginia
$1.14M +$1.07M +43,449 +1,659%
APW
110
Atlantic Private Wealth
North Carolina
$1.14M +$37K +1,495 +3%
KFAA
111
Klaas Financial Asset Advisors
Illinois
$1.14M +$639K +25,814 +128%
UCB
112
United Community Bank
South Carolina
$1.09M – – –
SL
113
SWMG LLC
Texas
$1.09M +$1.09M +43,910 New
PAG
114
Private Advisor Group
New Jersey
$1.06M +$383K +15,465 +57%
SWP
115
Summit Wealth Partners
Florida
$1.01M +$458K +18,502 +84%
AI
116
Atria Investments
North Carolina
$1M +$1M +40,460 New
IWM
117
IHT Wealth Management
Illinois
$997K +$995K +40,200 New
HCM
118
Howland Capital Management
Massachusetts
$991K +$988K +39,925 New
BPA
119
Beacon Pointe Advisors
California
$977K +$97.7K +3,949 +11%
IA
120
IFP Advisors
Florida
$942K -$18.8K -760 -2%
SAMC
121
Spectrum Asset Management (California)
California
$917K +$16.3K +657 +2%
QA
122
Quantitative Advantage
Minnesota
$909K +$906K +36,631 New
GBWM
123
Granite Bay Wealth Management
New Hampshire
$900K +$36.2K +1,465 +4%
TLFA
124
True Link Financial Advisors
California
$872K +$869K +35,129 New
EWA
125
ERTS Wealth Advisors
Michigan
$843K +$100K +4,043 +14%
3 4
5
6 7

IBTD Hedge Fund Activity: Q1 2023 in Review

212 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Treasury ETF (IBTD) for Q1 2023, worth a combined $2.03B — up 19% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IBTD positions and 8 closed out — a net gain of 45 holders — while 109 added to existing stakes and 34 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $61.1M. The largest seller was Shufro Rose & Co, cutting an estimated $68.6M.

  • 212 institutional investors held iShares iBonds Dec 2023 Term Treasury ETF (IBTD) as of Q1 2023, up from 172 in Q4 2022.
  • Funds reported $2.03B of iShares iBonds Dec 2023 Term Treasury ETF stock for Q1 2023, up 19% quarter-over-quarter.
  • 53 funds opened new iShares iBonds Dec 2023 Term Treasury ETF positions in Q1 2023 and 8 closed out, a net change of +45 holders.
  • The largest iShares iBonds Dec 2023 Term Treasury ETF buyer in Q1 2023 was CAPTRUST Financial Advisors, an estimated $61.1M added.
  • The largest iShares iBonds Dec 2023 Term Treasury ETF seller in Q1 2023 was Shufro Rose & Co, an estimated $68.6M sold.

Based on aggregated 13F filings for Q1 2023.