iShares iBonds Dec 2023 Term Treasury ETF
IBTD
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.
81% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 57
22% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 23
1% more funds holding
Funds holding: 212 → 215 (+3)
4% more capital invested
Capital invested by funds: $2.03B → $2.12B (+$86.9M)
0% more funds holding in top 10
Funds holding in top 10: 18 → 18 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$59.6M |
| 2 |
FWTB
First Western Trust Bank
Denver,
Colorado
|
+$31.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$19.6M |
| 4 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
+$14.9M |
| 5 |
EH
Equitable Holdings
New York
|
+$9.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Arlington Partners
Birmingham,
Alabama
|
-$86.4M |
| 2 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$27.6M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$17.7M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$13.8M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$11.4M |
IBTD Hedge Fund Activity: Q2 2023 in Review
215 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Treasury ETF (IBTD) for Q2 2023, worth a combined $2.12B — up 4.3% from $2.03B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IBTD positions and 23 closed out — a net gain of 5 holders — while 103 added to existing stakes and 57 trimmed.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $59.6M. The largest seller was Arlington Partners, cutting an estimated $86.4M.
- 215 institutional investors held iShares iBonds Dec 2023 Term Treasury ETF (IBTD) as of Q2 2023, up from 212 in Q1 2023.
- Funds reported $2.12B of iShares iBonds Dec 2023 Term Treasury ETF stock for Q2 2023, up 4.3% quarter-over-quarter.
- 28 funds opened new iShares iBonds Dec 2023 Term Treasury ETF positions in Q2 2023 and 23 closed out, a net change of +5 holders.
- The largest iShares iBonds Dec 2023 Term Treasury ETF buyer in Q2 2023 was CAPTRUST Financial Advisors, an estimated $59.6M added.
- The largest iShares iBonds Dec 2023 Term Treasury ETF seller in Q2 2023 was Arlington Partners, an estimated $86.4M sold.
Based on aggregated 13F filings for Q2 2023.