IBTD

iShares iBonds Dec 2023 Term Treasury ETF

Delisted

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

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
Holders
212
Holders Change
+40
Holders Change %
+23.26%
% of All Funds
3.39%
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
Name Holding Trade Value Shares
Change
Shares
Change %
CA
126
Crumly & Associates
Illinois
$839K -$8.12M -327,265 -91%
CA
127
Cetera Advisors
Colorado
$822K +$351K +14,162 +75%
MCM
128
Marathon Capital Management
Maryland
$819K -$74.4K -3,000 -8%
VA
129
Valmark Advisers
Ohio
$763K +$763K +30,772 New
SWM
130
Scissortail Wealth Management
Oklahoma
$730K +$730K +29,426 New
CAAS
131
Capital Asset Advisory Services
Michigan
$677K -$104K -4,191 -13%
BOSSRA
132
B.O.S.S. Retirement Advisors
Utah
$645K +$645K +25,979 New
EWM
133
Endowment Wealth Management
Wisconsin
$586K +$310K +12,483 +112%
Goldman Sachs
134
Goldman Sachs
New York
$577K -$17.1M -688,486 -97%
CA
135
Claro Advisors
Massachusetts
$571K -$397K -16,012 -41%
4WM
136
4J Wealth Management
Virginia
$568K +$38.1K +1,535 +7%
CPRC
137
Consolidated Portfolio Review Corp
New York
$562K +$562K +22,648 New
APWA
138
Atlas Private Wealth Advisors
New Jersey
$538K +$538K +21,675 New
GLR
139
Great Lakes Retirement
Ohio
$523K +$523K +21,099 New
MWM
140
Mascoma Wealth Management
New Hampshire
$511K
AWS
141
Atria Wealth Solutions
New York
$511K +$21.6K +869 +4%
WA
142
WESPAC Advisors
California
$494K +$494K +19,927 New
Cerity Partners
143
Cerity Partners
New York
$472K +$75K +3,021 +19%
CFG
144
Cooper Financial Group
California
$456K +$66K +2,661 +17%
RIA
145
Regal Investment Advisors
Michigan
$414K +$51.6K +2,081 +14%
MCM
146
Mattern Capital Management
Colorado
$405K +$405K +16,319 New
CIAS
147
CFS Investment Advisory Services
New Jersey
$398K +$134K +5,418 +51%
JWCA
148
J.W. Cole Advisors
Florida
$396K +$28.5K +1,147 +8%
PAS
149
Park Avenue Securities
New York
$396K -$36.9K -1,488 -9%
SAM
150
Summit Asset Management
Tennessee
$395K -$30.1K -1,215 -7%