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.

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 Market Value Shares Shares
Change
Shares
Change %
HH
151
Hilltop Holdings
Texas
$391K 15,762 +15,762 New
Susquehanna International Group
152
Susquehanna International Group
Pennsylvania
$390K 15,736 +15,736 New
WP
153
WealthSource Partners
California
$386K 15,557 -393 -2%
SOS
154
Silver Oak Securities
Tennessee
$379K 15,275 -134 -0.9%
CWM
155
Connecticut Wealth Management
Connecticut
$351K 14,138 +14,138 New
HWM
156
Horizons Wealth Management
North Carolina
$348K 14,026 +4,206 +43%
CSIA
157
Conrad Siegel Investment Advisors
Pennsylvania
$344K 13,864 +93 +0.7%
GAM
158
Gould Asset Management
California
$336K 13,560 -5,265 -28%
NDSI
159
Newman Dignan & Sheerar Inc
Rhode Island
$333K 13,409 -719 -5%
CIBC Private Wealth Group
160
CIBC Private Wealth Group
Georgia
$320K 12,900
AWP
161
Accretive Wealth Partners
New Jersey
$308K 12,424 +12,424 New
WAS
162
Winch Advisory Services
Wisconsin
$305K 12,294 -271 -2%
ASN
163
Advisory Services Network
Georgia
$302K 12,176 +2,116 +21%
SVWAG
164
Sound View Wealth Advisors Group
Georgia
$297K 11,980 +11,980 New
9WM
165
9258 Wealth Management
Ohio
$290K 11,687 -804 -6%
SRC
166
Shufro Rose & Co
New York
$286K 11,513 -2,772,690 -100%
KPWS
167
Kestra Private Wealth Services
Texas
$284K 11,442 +11,442 New
NWM
168
Northwest Wealth Management
Iowa
$284K 11,441 +1,547 +16%
BWM
169
BerganKDV Wealth Management
Minnesota
$269K 10,834
BL
170
Balentine LLC
Georgia
$262K 10,556
RJT
171
Raymond James Trust
Florida
$260K 10,476
OPA
172
Old Port Advisors
Maine
$258K 10,421 -165 -2%
UCIG
173
Ulrich Consultants & Investment Group
New Mexico
$251K 10,113
BFEC
174
Benjamin F. Edwards & Company
Missouri
$237K 9,567 +6,955 +266%
GHA
175
Granite Harbor Advisors
Texas
$231K 9,325