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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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172 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2023 Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 69 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,850% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 4

331% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 16

297% more capital invested

Capital invested by funds: $429M → $1.7B (+$1.27B)

200% more funds holding in top 10

Funds holding in top 10: 5 → 15 (+10)

72% more funds holding

Funds holding: 100 → 172 (+72)

Holders
172
Holders Change
+72
Holders Change %
+72%
% of All Funds
2.76%
Holding in Top 10
15
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+200%
% of All Funds
0.24%
New
78
Increased
69
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AP
Arlington Partners
Alabama
+$350M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$305M
3
Morgan Stanley
Morgan Stanley
New York
+$88.6M
4
SRC
Shufro Rose & Co
New York
+$68.8M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$34.7M

Top Sellers

Rank Fund Capital Flow
1
ICG
InterOcean Capital Group
Tennessee
-$4.25M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.39M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.46M
4
NA
NewEdge Advisors
Louisiana
-$1.29M
5
TWA
Tillar-Wenstrup Advisors
Ohio
-$639K
Name Holding Trade Value Shares
Change 		Change in
Stake
NDSI
126
Newman Dignan & Sheerar Inc
Rhode Island
$349K -$9.81K -397 -3%
CSIA
127
Conrad Siegel Investment Advisors
Pennsylvania
$340K +$340K +13,771 New
NA
128
NewEdge Advisors
Louisiana
$315K -$1.29M -52,348 -3%
WAS
129
Winch Advisory Services
Wisconsin
$310K +$311K +12,565 New
9WM
130
9258 Wealth Management
Ohio
$309K – – –
EWM
131
Endowment Wealth Management
Wisconsin
$275K +$275K +11,144 New
BWM
132
BerganKDV Wealth Management
Minnesota
$268K +$190K +7,683 +244%
ABC
133
Associated Banc-Corp
Wisconsin
$266K +$266K +10,769 New
CIAS
134
CFS Investment Advisory Services
New Jersey
$263K +$263K +10,631 New
OPA
135
Old Port Advisors
Maine
$261K +$41.8K +1,690 +19%
BL
136
Balentine LLC
Georgia
$261K +$61.1K +2,472 +31%
RJT
137
Raymond James Trust
Florida
$259K +$259K +10,476 New
PFM
138
Phillips Financial Management
Indiana
$251K +$251K +10,153 New
UCIG
139
Ulrich Consultants & Investment Group
New Mexico
$250K +$250K +10,113 New
ASN
140
Advisory Services Network
Georgia
$248K +$249K +10,060 New
NWM
141
Northwest Wealth Management
Iowa
$244K +$245K +9,894 New
HWM
142
Horizons Wealth Management
North Carolina
$242K +$243K +9,820 New
PAG
143
Private Advisor Group
New Jersey
$234K +$670K +27,126 New
GHA
144
Granite Harbor Advisors
Texas
$230K +$230K +9,325 New
TA
145
TKG Advisors
Indiana
$226K +$227K +9,166 New
PTC
146
Private Trust Company
Ohio
$226K -$160K -6,460 -41%
HCM
147
Hengehold Capital Management
Ohio
$218K +$218K +8,826 New
CBFP
148
Cedar Brook Financial Partners
Ohio
$201K +$201K +8,136 New
SCM
149
Stonehearth Capital Management
Massachusetts
$201K – – –
FWM
150
Focused Wealth Management
New York
$81.1K +$81.2K +3,285 New
4 5
6
7 8

IBTD Hedge Fund Activity: Q4 2022 in Review

172 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Treasury ETF (IBTD) for Q4 2022, worth a combined $1.7B — up 297% from $429M a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IBTD positions and 4 closed out — a net gain of 74 holders — while 69 added to existing stakes and 16 trimmed.

The largest buyer was Arlington Partners, opening a new position worth an estimated $350M. The largest seller was InterOcean Capital Group, cutting an estimated $4.25M.

  • 172 institutional investors held iShares iBonds Dec 2023 Term Treasury ETF (IBTD) as of Q4 2022, up from 100 in Q3 2022.
  • Funds reported $1.7B of iShares iBonds Dec 2023 Term Treasury ETF stock for Q4 2022, up 297% quarter-over-quarter.
  • 78 funds opened new iShares iBonds Dec 2023 Term Treasury ETF positions in Q4 2022 and 4 closed out, a net change of +74 holders.
  • The largest iShares iBonds Dec 2023 Term Treasury ETF buyer in Q4 2022 was Arlington Partners, an estimated $350M added.
  • The largest iShares iBonds Dec 2023 Term Treasury ETF seller in Q4 2022 was InterOcean Capital Group, an estimated $4.25M sold.

Based on aggregated 13F filings for Q4 2022.