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.

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 %
JWCA
151
J.W. Cole Advisors
Florida
$356K -$16.8K -677 -5%
HWM
152
Horizons Wealth Management
North Carolina
$355K -$1.89K -76 -0.5%
CFS
153
Commonwealth Financial Services
West Virginia
$352K +$352K +14,165 New
GAM
154
Gould Asset Management
California
$326K -$27.7K -1,115 -8%
CIBC Private Wealth Group
155
CIBC Private Wealth Group
Georgia
$320K
SWP
156
Summit Wealth Partners
Florida
$318K -$661K -26,612 -68%
AWP
157
Accretive Wealth Partners
New Jersey
$308K
BFEC
158
Benjamin F. Edwards & Company
Missouri
$303K +$48.1K +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 -$17.1K -688 -6%
SWA
165
Stratos Wealth Advisors
Ohio
$265K +$265K +10,678 New
CA
166
CGN Advisors
Kansas
$256K +$55.9K +2,254 +28%
DWMG
167
DB Wealth Management Group
California
$251K
GSC
168
G&S Capital
Colorado
$242K -$58K -2,338 -19%
FTUS
169
Flow Traders U.S.
New York
$240K -$6.13M -247,562 -96%
KOC
170
Koss-Olinger Consulting
Florida
$237K +$237K +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 +$228K +9,178 New
PTC
174
Private Trust Company
Ohio
$219K +$8.44K +340 +4%
RI
175
Rinkey Investments
California
$211K