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.

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 %
MCM
151
Mattern Capital Management
Colorado
$405K
SAM
152
Summit Asset Management
Tennessee
$395K
WP
153
WealthSource Partners
California
$387K +$1.09K +44 +0.3%
SOS
154
Silver Oak Securities
Tennessee
$379K +$50 +2 +0%
JWCA
155
J.W. Cole Advisors
Florida
$373K -$23.6K -950 -6%
CIAS
156
CFS Investment Advisory Services
New Jersey
$364K -$34.2K -1,379 -9%
AWM
157
Alterna Wealth Management
Texas
$360K +$360K +14,520 New
HWM
158
Horizons Wealth Management
North Carolina
$356K +$8.31K +335 +2%
GAM
159
Gould Asset Management
California
$353K +$17K +685 +5%
CIBC Private Wealth Group
160
CIBC Private Wealth Group
Georgia
$320K
AWP
161
Accretive Wealth Partners
New Jersey
$308K
GSC
162
G&S Capital
Colorado
$300K -$2.14M -86,393 -88%
SVWAG
163
Sound View Wealth Advisors Group
Georgia
$297K
9WM
164
9258 Wealth Management
Ohio
$290K
NWM
165
Northwest Wealth Management
Iowa
$284K
WAS
166
Winch Advisory Services
Wisconsin
$275K -$30.6K -1,230 -10%
MA
167
MKT Advisors
California
$274K +$274K +11,051 New
GHA
168
Granite Harbor Advisors
Texas
$272K +$41.1K +1,658 +18%
SPIA
169
Steward Partners Investment Advisory
New York
$270K +$221K +8,893 +443%
BWM
170
BerganKDV Wealth Management
Minnesota
$269K
PGAM
171
Princeton Global Asset Management
New Jersey
$267K +$150K +6,051 +128%
BL
172
Balentine LLC
Georgia
$262K
BFEC
173
Benjamin F. Edwards & Company
Missouri
$255K +$17.5K +706 +7%
DWMG
174
DB Wealth Management Group
California
$251K +$251K +10,114 New
UCIG
175
Ulrich Consultants & Investment Group
New Mexico
$251K