IBTD

iShares iBonds Dec 2023 Term Treasury ETF
IBTD

Overview Fund Activity
Delisted

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

Back to rankings

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.

Holders
212
Holders Change
-3
Holders Change %
-1.4%
% of All Funds
3.38%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
20
Increased
81
Reduced
87
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$78.2M
2
AT
2
Arlington Trust
Alabama
$67.9M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$457M
4
HBT
4
Hills Bank & Trust
Iowa
$26M
5
Goldman Sachs
5
Goldman Sachs
New York
$16.3M

Top Sellers

1
AP
1
Arlington Partners
Alabama
$67.9M
2
Wells Fargo
2
Wells Fargo
California
$53M
3
BTI
3
Blue Trust Inc
Georgia
$11.6M
4
CCP
4
Cassia Capital Partners
North Carolina
$0
5
EH
5
Equitable Holdings
New York
$3.28M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
101
Absolute Capital Management
Pennsylvania
$1.31M 52,700 – –
PFM
102
Phillips Financial Management
Indiana
$1.28M 51,566 +1,913 +4%
AWS
103
Atria Wealth Solutions
New York
$1.27M 51,171 -8,320 -14%
VA
104
Valmark Advisers
Ohio
$1.23M 49,398 +7,352 +17%
CSPIA
105
Cary Street Partners Investment Advisory
Virginia
$1.22M 49,237 +43,320 +732%
PAG
106
Private Advisor Group
New Jersey
$1.17M 47,321 +2,249 +5%
HCM
107
Howland Capital Management
Massachusetts
$1.16M 46,655 +700 +2%
CSIA
108
Conrad Siegel Investment Advisors
Pennsylvania
$1.15M 46,371 +563 +1%
AWM
109
Alterna Wealth Management
Texas
$1.15M 46,263 +31,743 +219%
AAS
110
Avantax Advisory Services
Texas
$1.12M 45,055 -52,392 -54%
UCB
111
United Community Bank
South Carolina
$1.09M 44,000 – –
FF
112
Financial Futures
New Jersey
$1.06M 42,682 +2,088 +5%
PJSIMP
113
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.05M 42,335 -1,087 -3%
IWM
114
IHT Wealth Management
Illinois
$1.02M 41,130 +498 +1%
JAG
115
Journey Advisory Group
Kentucky
$947K 38,140 -8,100 -18%
APWA
116
Atlas Private Wealth Advisors
New Jersey
$943K 38,000 – –
CCG
117
Chatham Capital Group
Georgia
$910K 36,650 -75,770 -67%
FWM
118
Fairhaven Wealth Management
Illinois
$878K 35,369 – –
EW
119
Element Wealth
Mississippi
$875K 35,253 -17,875 -34%
EWA
120
ERTS Wealth Advisors
Michigan
$844K 33,990 – –
SIM
121
Studio Investment Management
Illinois
$830K 33,426 -131,328 -80%
APS
122
American Planning Services
Florida
$820K 33,025 -499,163 -94%
MCM
123
Marathon Capital Management
Maryland
$819K 33,000 – –
SWM
124
Scissortail Wealth Management
Oklahoma
$816K 32,941 +1,336 +4%
CCM
125
Crew Capital Management
Ohio
$803K 32,359 +32,359 New
3 4
5
6 7