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 $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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
MA
126
MKT Advisors
California
$771K +$498K +20,144 +182%
IA
127
IFP Advisors
Florida
$770K +$29.5K +1,188 +4%
CSPAM
128
Cary Street Partners Asset Management
Virginia
$748K -$337K -13,592 -31%
TLFA
129
True Link Financial Advisors
California
$748K +$87.8K +3,537 +13%
EWM
130
Endowment Wealth Management
Wisconsin
$716K +$98.8K +3,979 +16%
Cerity Partners
131
Cerity Partners
New York
$642K -$238K -9,608 -27%
KAS
132
Kestra Advisory Services
Texas
$638K -$1.27M -51,365 -67%
CTWM
133
Cherry Tree Wealth Management
Minnesota
$587K
APW
134
Atlantic Private Wealth
North Carolina
$584K -$911K -36,696 -61%
CPRC
135
Consolidated Portfolio Review Corp
New York
$579K +$9.41K +379 +2%
KPWS
136
Kestra Private Wealth Services
Texas
$526K +$24.8K +998 +5%
Ameriprise
137
Ameriprise
Minnesota
$524K +$38K +1,532 +8%
MWM
138
Mascoma Wealth Management
New Hampshire
$502K
CIBC World Market
139
CIBC World Market
Ontario, Canada
$497K +$497K +20,040 New
CA
140
Cetera Advisors
Colorado
$472K -$451K -18,151 -49%
4WM
141
4J Wealth Management
Virginia
$467K -$17.1K -687 -4%
TSS
142
Two Sigma Securities
New York
$455K +$455K +18,321 New
MCM
143
Mattern Capital Management
Colorado
$431K +$26K +1,048 +6%
CA
144
Claro Advisors
Massachusetts
$422K -$149K -6,000 -26%
BPA
145
Beacon Pointe Advisors
California
$414K -$550K -22,162 -57%
CIAS
146
CFS Investment Advisory Services
New Jersey
$401K +$36.9K +1,487 +10%
SAM
147
Summit Asset Management
Tennessee
$395K
WP
148
WealthSource Partners
California
$390K +$3.08K +124 +0.8%
ASN
149
Advisory Services Network
Georgia
$382K -$35.2K -1,417 -8%
SWM
150
Stockman Wealth Management
Montana
$362K -$504K -20,305 -58%