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IBTD

iShares iBonds Dec 2023 Term Treasury ETF
IBTD

Delisted

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

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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

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

7% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 87

1% less funds holding

Funds holding: 215 → 212 (-3)

9% less capital invested

Capital invested by funds: $2.12B → $1.93B (-$186M)

11% less funds holding in top 10

Funds holding in top 10: 18 → 16 (-2)

Holders
212
Holders Change
-3
Holders Change %
-1.4%
% of All Funds
3.36%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.25%
New
20
Increased
81
Reduced
87
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GBWM
Granite Bay Wealth Management
New Hampshire
+$76.9M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$27.6M
3
HBT
Hills Bank & Trust
Iowa
+$20.8M
4
Goldman Sachs
Goldman Sachs
New York
+$15.2M
5
NA
NewEdge Advisors
Louisiana
+$10.3M

Top Sellers

Rank Fund Capital Flow
1
AP
Arlington Partners
Alabama
-$235M
2
Wells Fargo
Wells Fargo
California
-$31.2M
3
BTI
Blue Trust Inc
Georgia
-$21.6M
4
CCP
Cassia Capital Partners
North Carolina
-$16.7M
5
EH
Equitable Holdings
New York
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
151
J.W. Cole Advisors
Florida
$356K -$16.8K -677 -5%
HWM
152
Horizons Wealth Management
North Carolina
$355K -$1.88K -76 -0.5%
CFS
153
Commonwealth Financial Services
West Virginia
$352K +$351K +14,165 New
GAM
154
Gould Asset Management
California
$326K -$27.6K -1,115 -8%
CIBC Private Wealth Group
155
CIBC Private Wealth Group
Georgia
$320K – – –
SWP
156
Summit Wealth Partners
Florida
$318K -$659K -26,612 -68%
AWP
157
Accretive Wealth Partners
New Jersey
$308K – – –
BFEC
158
Benjamin F. Edwards & Company
Missouri
$303K +$48K +1,940 +19%
SVWAG
159
Sound View Wealth Advisors Group
Georgia
$297K – – –
9WM
160
9258 Wealth Management
Ohio
$290K – – –
GHA
161
Granite Harbor Advisors
Texas
$273K – – –
WAS
162
Winch Advisory Services
Wisconsin
$271K -$3.12K -126 -1%
PGAM
163
Princeton Global Asset Management
New Jersey
$269K +$1.44K +58 +0.5%
NWM
164
Northwest Wealth Management
Iowa
$267K -$17K -688 -6%
SWA
165
Stratos Wealth Advisors
Ohio
$265K +$264K +10,678 New
CA
166
CGN Advisors
Kansas
$256K +$55.8K +2,254 +28%
DWMG
167
DB Wealth Management Group
California
$251K – – –
GSC
168
G&S Capital
Colorado
$242K -$57.9K -2,338 -19%
FTUS
169
Flow Traders U.S.
New York
$240K -$6.13M -247,562 -96%
KOC
170
Koss-Olinger Consulting
Florida
$237K +$236K +9,543 New
OPA
171
Old Port Advisors
Maine
$231K +$231K +9,308 New
FFA
172
Farther Finance Advisors
California
$230K – – –
SWP
173
Stratos Wealth Partners
Ohio
$228K +$227K +9,178 New
PTC
174
Private Trust Company
Ohio
$219K +$8.42K +340 +4%
RI
175
Rinkey Investments
California
$211K – – –
5 6
7
8 9

IBTD Hedge Fund Activity: Q3 2023 in Review

212 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Treasury ETF (IBTD) for Q3 2023, worth a combined $1.93B — down 8.8% from $2.12B a quarter earlier.

Fund positioning in IBTD was balanced in Q3 2023: 20 funds opened new positions, 20 closed out, 81 added to existing stakes and 87 trimmed.

The largest buyer was Granite Bay Wealth Management, adding an estimated $76.9M. The largest seller was Arlington Partners, cutting an estimated $235M.

  • 212 institutional investors held iShares iBonds Dec 2023 Term Treasury ETF (IBTD) as of Q3 2023, down from 215 in Q2 2023.
  • Funds reported $1.93B of iShares iBonds Dec 2023 Term Treasury ETF stock for Q3 2023, down 8.8% quarter-over-quarter.
  • 20 funds opened new iShares iBonds Dec 2023 Term Treasury ETF positions in Q3 2023 and 20 closed out, a net change of 0 holders.
  • The largest iShares iBonds Dec 2023 Term Treasury ETF buyer in Q3 2023 was Granite Bay Wealth Management, an estimated $76.9M added.
  • The largest iShares iBonds Dec 2023 Term Treasury ETF seller in Q3 2023 was Arlington Partners, an estimated $235M sold.

Based on aggregated 13F filings for Q3 2023.