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.

New
Increased
Maintained
Reduced
Closed
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 %
FFA
176
Farther Finance Advisors
California
$229K +$187K +7,527 +437%
EB
177
Eastern Bank
Massachusetts
$223K +$223K +8,973 New
MAG
178
MRA Advisory Group
New Jersey
$210K
RI
179
Rinkey Investments
California
$210K -$2.05M -82,633 -91%
PTC
180
Private Trust Company
Ohio
$210K
BSSFA
181
Baron Silver Stevens Financial Advisors
Florida
$209K +$209K +8,442 New
CBFP
182
Cedar Brook Financial Partners
Ohio
$205K +$2.18K +88 +1%
KCM
183
Kathmere Capital Management
Pennsylvania
$201K
CA
184
CGN Advisors
Kansas
$200K +$200K +8,064 New
US Bancorp
185
US Bancorp
Minnesota
$150K +$150K +6,060 New
CSPIA
186
Cary Street Partners Investment Advisory
Virginia
$147K -$16.4K -661 -10%
PA
187
Parallel Advisors
California
$124K
EWM
188
Evermay Wealth Management
Virginia
$115K -$7.53M -303,578 -99%
FWM
189
Focused Wealth Management
New York
$101K +$6.65K +268 +7%
SWM
190
Spire Wealth Management
Virginia
$83.5K
SFG
191
Steward Financial Group
Texas
$78K
GIA
192
GHP Investment Advisors
Colorado
$75.4K +$4.16K +168 +6%
CT
193
Colonial Trust
South Carolina
$73.5K +$72K +2,902 +4,757%
HIA
194
Harbor Investment Advisory
Maryland
$62K
PFBT
195
Parkside Financial Bank & Trust
Missouri
$58.9K +$33.2K +1,337 +129%
HWA
196
HHM Wealth Advisors
Tennessee
$51.1K +$41.8K +1,683 +445%
LWANC
197
Laurel Wealth Advisors (North Carolina)
North Carolina
$47.9K +$47.9K +1,930 New
GRP
198
Global Retirement Partners
California
$35.6K +$174 +7 +0.5%
FCA
199
FinTrust Capital Advisors
South Carolina
$35.1K
BC
200
Barrett & Company
Rhode Island
$34.2K