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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 $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

563% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 8

221% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 34

23% more funds holding

Funds holding: 172 → 212 (+40)

20% more funds holding in top 10

Funds holding in top 10: 15 → 18 (+3)

19% more capital invested

Capital invested by funds: $1.7B → $2.03B (+$330M)

Holders
212
Holders Change
+40
Holders Change %
+23.26%
% of All Funds
3.38%
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
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$61.1M
2
AP
Arlington Partners
Alabama
+$38.8M
3
Bank of America
Bank of America
North Carolina
+$25.2M
4
AWM
AE Wealth Management
Kansas
+$19.2M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$17.1M

Top Sellers

Rank Fund Capital Flow
1
SRC
Shufro Rose & Co
New York
-$68.6M
2
Goldman Sachs
Goldman Sachs
New York
-$17M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$9.1M
4
CA
Crumly & Associates
Illinois
-$8.1M
5
RPSA
Richard P. Slaughter Associates
Texas
-$7.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
126
Crumly & Associates
Illinois
$839K -$8.1M -327,265 -91%
CA
127
Cetera Advisors
Colorado
$822K +$350K +14,162 +75%
MCM
128
Marathon Capital Management
Maryland
$819K -$74.2K -3,000 -8%
VA
129
Valmark Advisers
Ohio
$763K +$761K +30,772 New
SWM
130
Scissortail Wealth Management
Oklahoma
$730K +$728K +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 +$643K +25,979 New
EWM
133
Endowment Wealth Management
Wisconsin
$586K +$309K +12,483 +112%
Goldman Sachs
134
Goldman Sachs
New York
$577K -$17M -688,486 -97%
CA
135
Claro Advisors
Massachusetts
$571K -$396K -16,012 -41%
4WM
136
4J Wealth Management
Virginia
$568K +$38K +1,535 +7%
CPRC
137
Consolidated Portfolio Review Corp
New York
$562K +$560K +22,648 New
APWA
138
Atlas Private Wealth Advisors
New Jersey
$538K +$536K +21,675 New
GLR
139
Great Lakes Retirement
Ohio
$523K +$522K +21,099 New
MWM
140
Mascoma Wealth Management
New Hampshire
$511K – – –
AWS
141
Atria Wealth Solutions
New York
$511K +$21.5K +869 +4%
WA
142
WESPAC Advisors
California
$494K +$493K +19,927 New
Cerity Partners
143
Cerity Partners
New York
$472K +$74.7K +3,021 +19%
CFG
144
Cooper Financial Group
California
$456K +$65.8K +2,661 +17%
RIA
145
Regal Investment Advisors
Michigan
$414K +$51.5K +2,081 +14%
MCM
146
Mattern Capital Management
Colorado
$405K +$404K +16,319 New
CIAS
147
CFS Investment Advisory Services
New Jersey
$398K +$134K +5,418 +51%
JWCA
148
J.W. Cole Advisors
Florida
$396K +$28.4K +1,147 +8%
PAS
149
Park Avenue Securities
New York
$396K -$36.8K -1,488 -9%
SAM
150
Summit Asset Management
Tennessee
$395K -$30.1K -1,215 -7%
4 5
6
7 8

IBTD Hedge Fund Activity: Q1 2023 in Review

212 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Treasury ETF (IBTD) for Q1 2023, worth a combined $2.03B — up 19% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IBTD positions and 8 closed out — a net gain of 45 holders — while 109 added to existing stakes and 34 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $61.1M. The largest seller was Shufro Rose & Co, cutting an estimated $68.6M.

  • 212 institutional investors held iShares iBonds Dec 2023 Term Treasury ETF (IBTD) as of Q1 2023, up from 172 in Q4 2022.
  • Funds reported $2.03B of iShares iBonds Dec 2023 Term Treasury ETF stock for Q1 2023, up 19% quarter-over-quarter.
  • 53 funds opened new iShares iBonds Dec 2023 Term Treasury ETF positions in Q1 2023 and 8 closed out, a net change of +45 holders.
  • The largest iShares iBonds Dec 2023 Term Treasury ETF buyer in Q1 2023 was CAPTRUST Financial Advisors, an estimated $61.1M added.
  • The largest iShares iBonds Dec 2023 Term Treasury ETF seller in Q1 2023 was Shufro Rose & Co, an estimated $68.6M sold.

Based on aggregated 13F filings for Q1 2023.