IBTD

iShares iBonds Dec 2023 Term Treasury ETF
IBTD

Overview Fund Activity
Delisted

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

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3 hedge funds and large institutions have $71.7M invested in iShares iBonds Dec 2023 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 208 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3
Holders Change
-209
Holders Change %
-98.58%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
3
Closed
208
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$0
2
Bank of America
Bank of America
North Carolina
$0
3
Morgan Stanley
Morgan Stanley
New York
$0
4
AT
Arlington Trust
Alabama
$0
5
AP
Arlington Partners
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
126
Crew Capital Management
Ohio
– -$803K -32,359 Closed
MA
127
MKT Advisors
California
– -$771K -31,195 Closed
CSPAM
128
Cary Street Partners Asset Management
Virginia
– -$748K -30,147 Closed
TLFA
129
True Link Financial Advisors
California
– -$748K -30,130 Closed
EWM
130
Endowment Wealth Management
Wisconsin
– -$716K -28,849 Closed
Cerity Partners
131
Cerity Partners
New York
– -$642K -25,852 Closed
KAS
132
Kestra Advisory Services
Texas
– -$638K -25,717 Closed
CTWM
133
Cherry Tree Wealth Management
Minnesota
– -$587K -23,637 Closed
APW
134
Atlantic Private Wealth
North Carolina
– -$584K -23,549 Closed
CPRC
135
Consolidated Portfolio Review Corp
New York
– -$579K -23,346 Closed
KPWS
136
Kestra Private Wealth Services
Texas
– -$526K -21,180 Closed
Ameriprise
137
Ameriprise
Minnesota
– -$524K -21,123 Closed
MWM
138
Mascoma Wealth Management
New Hampshire
– -$502K -20,245 Closed
CIBC World Market
139
CIBC World Market
Ontario, Canada
– -$497K -20,040 Closed
CA
140
Cetera Advisors
Colorado
– -$472K -19,003 Closed
4WM
141
4J Wealth Management
Virginia
– -$467K -18,820 Closed
TSS
142
Two Sigma Securities
New York
– -$455K -18,321 Closed
MCM
143
Mattern Capital Management
Colorado
– -$431K -17,367 Closed
CA
144
Claro Advisors
Massachusetts
– -$422K -17,008 Closed
BPA
145
Beacon Pointe Advisors
California
– -$414K -16,685 Closed
CIAS
146
CFS Investment Advisory Services
New Jersey
– -$401K -16,157 Closed
SAM
147
Summit Asset Management
Tennessee
– -$395K -15,920 Closed
WP
148
WealthSource Partners
California
– -$390K -15,725 Closed
ASN
149
Advisory Services Network
Georgia
– -$382K -15,404 Closed
SWM
150
Stockman Wealth Management
Montana
– -$362K -14,583 Closed
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