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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215 hedge funds and large institutions have $2.12B invested in iShares iBonds Dec 2023 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 103 increasing their positions, 57 reducing their positions, and 23 closing their positions.

Holders
215
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
3.39%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
28
Increased
103
Reduced
57
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$429M
2
FWTB
2
First Western Trust Bank
Colorado
$31.2M
3
Bank of America
3
Bank of America
North Carolina
$116M
4
CWM
4
Connecticut Wealth Management
Connecticut
$15.3M
5
EH
5
Equitable Holdings
New York
$16.9M

Top Sellers

1
AP
1
Arlington Partners
Alabama
$303M
2
IA
2
IFG Advisory
Georgia
$7.39M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.4M
4
GI
4
Gradient Investments
Minnesota
$7.16M
5
NA
5
NewEdge Advisors
Louisiana
$33.9M
Name Market Value Shares Shares
Change 		Shares
Change %
LF
101
Lantz Financial
Illinois
$1.85M 74,366 +2,208 +3%
GC
102
Guidance Capital
Kentucky
$1.69M 68,355 +68,355 New
BAM
103
Belpointe Asset Management
Nevada
$1.55M 62,617 -2,054 -3%
APW
104
Atlantic Private Wealth
North Carolina
$1.49M 60,245 +14,307 +31%
AWS
105
Atria Wealth Solutions
New York
$1.48M 59,491 +38,891 +189%
Lido Advisors
106
Lido Advisors
California
$1.43M 57,675 +11,544 +25%
APP
107
Avantax Planning Partners
Iowa
$1.43M 57,654 -2,848 -5%
KFAA
108
Klaas Financial Asset Advisors
Illinois
$1.41M 56,875 +10,969 +24%
Citadel Advisors
109
Citadel Advisors
Florida
$1.38M 55,700 +55,700 New
EW
110
Element Wealth
Mississippi
$1.32M 53,128 +6,310 +13%
ACM
111
Absolute Capital Management
Pennsylvania
$1.31M 52,700 – –
ABC
112
Associated Banc-Corp
Wisconsin
$1.31M 52,693 +827 +2%
GBWM
113
Granite Bay Wealth Management
New Hampshire
$1.28M 51,387 +15,127 +42%
PFM
114
Phillips Financial Management
Indiana
$1.23M 49,653 +3,368 +7%
JAG
115
Journey Advisory Group
Kentucky
$1.15M 46,240 -49,850 -52%
HCM
116
Howland Capital Management
Massachusetts
$1.14M 45,955 +6,030 +15%
CSIA
117
Conrad Siegel Investment Advisors
Pennsylvania
$1.14M 45,808 +31,944 +230%
PAG
118
Private Advisor Group
New Jersey
$1.12M 45,072 +2,481 +6%
UCB
119
United Community Bank
South Carolina
$1.09M 44,000 – –
CSPAM
120
Cary Street Partners Asset Management
Virginia
$1.09M 43,739 -2,329 -5%
PJSIMP
121
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.08M 43,422 -7,488 -15%
Goldman Sachs
122
Goldman Sachs
New York
$1.05M 42,471 +19,197 +82%
VA
123
Valmark Advisers
Ohio
$1.04M 42,046 +11,274 +37%
SAMC
124
Spectrum Asset Management (California)
California
$1.02M 40,976 +4,023 +11%
IWM
125
IHT Wealth Management
Illinois
$1.01M 40,632 +432 +1%
3 4
5
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