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 %
HCM
176
Hengehold Capital Management
Ohio
$219K 8,826
TA
177
TKG Advisors
Indiana
$218K 8,786 -380 -4%
MAG
178
MRA Advisory Group
New Jersey
$210K 8,484 +8,484 New
PTC
179
Private Trust Company
Ohio
$210K 8,474 -685 -7%
CBFP
180
Cedar Brook Financial Partners
Ohio
$203K 8,191 +55 +0.7%
FPAS
181
Focus Partners Advisor Solutions
Missouri
$203K 8,177 +8,177 New
KCM
182
Kathmere Capital Management
Pennsylvania
$201K 8,091 +8,091 New
WP
183
WealthPLAN Partners
Nebraska
$168K 6,756 +6,756 New
CSPIA
184
Cary Street Partners Investment Advisory
Virginia
$163K 6,578 +6,578 New
PA
185
Parallel Advisors
California
$124K 5,000 +3,000 +150%
PGAM
186
Princeton Global Asset Management
New Jersey
$117K 4,726 +1,526 +48%
FWM
187
Focused Wealth Management
New York
$94K 3,790 +505 +15%
SWM
188
Spire Wealth Management
Virginia
$83.5K 3,365 +2,015 +149%
SFG
189
Steward Financial Group
Texas
$78K 3,149 +3,149 New
GIA
190
GHP Investment Advisors
Colorado
$71.4K 2,879 +1,119 +64%
HIA
191
Harbor Investment Advisory
Maryland
$62K 2,500
SPIA
192
Steward Partners Investment Advisory
New York
$49.8K 2,007 +794 +65%
FFA
193
Farther Finance Advisors
California
$42.7K 1,721 +1,721 New
Commonwealth Equity Services
194
Commonwealth Equity Services
Massachusetts
$36.3K 1,464,348 +365,075 +33%
GRP
195
Global Retirement Partners
California
$35.3K 1,428 -1,552 -52%
FCA
196
FinTrust Capital Advisors
South Carolina
$35.1K 1,419
BC
197
Barrett & Company
Rhode Island
$34.2K 1,378 +378 +38%
BEI
198
Benjamin Edwards Inc
Missouri
$33K 1,324 +13 +1%
RF
199
Robbins Farley
New Hampshire
$32K 1,289
PFBT
200
Parkside Financial Bank & Trust
Missouri
$25.7K 1,035 +1,035 New