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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 $1.93B invested in iShares iBonds Dec 2023 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 81 increasing their positions, 87 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

7% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 87

1% less funds holding

Funds holding: 215 → 212 (-3)

9% less capital invested

Capital invested by funds: $2.12B → $1.93B (-$186M)

11% less funds holding in top 10

Funds holding in top 10: 18 → 16 (-2)

Holders
212
Holders Change
-3
Holders Change %
-1.4%
% of All Funds
3.36%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.25%
New
20
Increased
81
Reduced
87
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GBWM
Granite Bay Wealth Management
New Hampshire
+$76.9M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$27.6M
3
HBT
Hills Bank & Trust
Iowa
+$20.8M
4
Goldman Sachs
Goldman Sachs
New York
+$15.2M
5
NA
NewEdge Advisors
Louisiana
+$10.3M

Top Sellers

Rank Fund Capital Flow
1
AP
Arlington Partners
Alabama
-$235M
2
Wells Fargo
Wells Fargo
California
-$31.2M
3
BTI
Blue Trust Inc
Georgia
-$21.6M
4
CCP
Cassia Capital Partners
North Carolina
-$16.7M
5
EH
Equitable Holdings
New York
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
101
Absolute Capital Management
Pennsylvania
$1.31M – – –
PFM
102
Phillips Financial Management
Indiana
$1.28M +$47.4K +1,913 +4%
AWS
103
Atria Wealth Solutions
New York
$1.27M -$206K -8,320 -14%
VA
104
Valmark Advisers
Ohio
$1.23M +$182K +7,352 +17%
CSPIA
105
Cary Street Partners Investment Advisory
Virginia
$1.22M +$1.07M +43,320 +732%
PAG
106
Private Advisor Group
New Jersey
$1.17M +$55.7K +2,249 +5%
HCM
107
Howland Capital Management
Massachusetts
$1.16M +$17.3K +700 +2%
CSIA
108
Conrad Siegel Investment Advisors
Pennsylvania
$1.15M +$13.9K +563 +1%
AWM
109
Alterna Wealth Management
Texas
$1.15M +$786K +31,743 +219%
AAS
110
Avantax Advisory Services
Texas
$1.12M -$1.3M -52,392 -54%
UCB
111
United Community Bank
South Carolina
$1.09M – – –
FF
112
Financial Futures
New Jersey
$1.06M +$51.7K +2,088 +5%
PJSIMP
113
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.05M -$26.9K -1,087 -3%
IWM
114
IHT Wealth Management
Illinois
$1.02M +$12.3K +498 +1%
JAG
115
Journey Advisory Group
Kentucky
$947K -$201K -8,100 -18%
APWA
116
Atlas Private Wealth Advisors
New Jersey
$943K – – –
CCG
117
Chatham Capital Group
Georgia
$910K -$1.88M -75,770 -67%
FWM
118
Fairhaven Wealth Management
Illinois
$878K – – –
EW
119
Element Wealth
Mississippi
$875K -$443K -17,875 -34%
EWA
120
ERTS Wealth Advisors
Michigan
$844K – – –
SIM
121
Studio Investment Management
Illinois
$830K -$3.25M -131,328 -80%
APS
122
American Planning Services
Florida
$820K -$12.4M -499,163 -94%
MCM
123
Marathon Capital Management
Maryland
$819K – – –
SWM
124
Scissortail Wealth Management
Oklahoma
$816K +$33.1K +1,336 +4%
CCM
125
Crew Capital Management
Ohio
$803K +$801K +32,359 New
3 4
5
6 7

IBTD Hedge Fund Activity: Q3 2023 in Review

212 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Treasury ETF (IBTD) for Q3 2023, worth a combined $1.93B — down 8.8% from $2.12B a quarter earlier.

Fund positioning in IBTD was balanced in Q3 2023: 20 funds opened new positions, 20 closed out, 81 added to existing stakes and 87 trimmed.

The largest buyer was Granite Bay Wealth Management, adding an estimated $76.9M. The largest seller was Arlington Partners, cutting an estimated $235M.

  • 212 institutional investors held iShares iBonds Dec 2023 Term Treasury ETF (IBTD) as of Q3 2023, down from 215 in Q2 2023.
  • Funds reported $1.93B of iShares iBonds Dec 2023 Term Treasury ETF stock for Q3 2023, down 8.8% quarter-over-quarter.
  • 20 funds opened new iShares iBonds Dec 2023 Term Treasury ETF positions in Q3 2023 and 20 closed out, a net change of 0 holders.
  • The largest iShares iBonds Dec 2023 Term Treasury ETF buyer in Q3 2023 was Granite Bay Wealth Management, an estimated $76.9M added.
  • The largest iShares iBonds Dec 2023 Term Treasury ETF seller in Q3 2023 was Arlington Partners, an estimated $235M sold.

Based on aggregated 13F filings for Q3 2023.