IBTD

iShares iBonds Dec 2023 Term Treasury ETF

Delisted

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

215 hedge funds and large institutions have $2.12B invested in iShares iBonds Dec 2023 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 103 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
3.39%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
28
Increased
103
Reduced
57
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FF
126
Financial Futures
New Jersey
$1.01M -$495K -19,933 -33%
SWP
127
Summit Wealth Partners
Florida
$978K -$30.1K -1,214 -3%
BPA
128
Beacon Pointe Advisors
California
$964K -$12.7K -513 -1%
APWA
129
Atlas Private Wealth Advisors
New Jersey
$943K +$405K +16,325 +75%
CA
130
Cetera Advisors
Colorado
$922K +$99.8K +4,022 +12%
Cerity Partners
131
Cerity Partners
New York
$880K +$407K +16,418 +86%
FWM
132
Fairhaven Wealth Management
Illinois
$878K +$878K +35,369 New
SWM
133
Stockman Wealth Management
Montana
$866K -$452K -18,202 -34%
EWA
134
ERTS Wealth Advisors
Michigan
$843K
MCM
135
Marathon Capital Management
Maryland
$819K
SWM
136
Scissortail Wealth Management
Oklahoma
$783K +$54K +2,179 +7%
IA
137
IFP Advisors
Florida
$740K -$193K -7,770 -21%
CFG
138
Cooper Financial Group
California
$679K +$223K +8,985 +49%
TLFA
139
True Link Financial Advisors
California
$660K -$212K -8,536 -24%
EWM
140
Endowment Wealth Management
Wisconsin
$617K +$30.8K +1,243 +5%
CTWM
141
Cherry Tree Wealth Management
Minnesota
$586K +$586K +23,637 New
CA
142
Claro Advisors
Massachusetts
$571K
CPRC
143
Consolidated Portfolio Review Corp
New York
$570K +$7.91K +319 +1%
MWM
144
Mascoma Wealth Management
New Hampshire
$501K -$9.1K -368 -2%
KPWS
145
Kestra Private Wealth Services
Texas
$501K +$217K +8,740 +76%
SHFP
146
Second Half Financial Partners
Florida
$491K +$491K +19,801 New
Ameriprise
147
Ameriprise
Minnesota
$486K +$486K +19,591 New
4WM
148
4J Wealth Management
Virginia
$484K -$83.8K -3,377 -15%
SRC
149
Shufro Rose & Co
New York
$421K +$136K +5,463 +47%
ASN
150
Advisory Services Network
Georgia
$417K +$115K +4,645 +38%