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.

New
Increased
Maintained
Reduced
Closed
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 %
EB
176
Eastern Bank
Massachusetts
$209K -$13.7K -550 -6%
CBFP
177
Cedar Brook Financial Partners
Ohio
$208K +$2.53K +102 +1%
KCM
178
Kathmere Capital Management
Pennsylvania
$201K
JPMorgan Chase & Co
179
JPMorgan Chase & Co
New York
$175K +$161K +6,482 +1,141%
BL
180
Balentine LLC
Georgia
$160K -$102K -4,112 -39%
SPIA
181
Steward Partners Investment Advisory
New York
$129K -$142K -5,711 -52%
FWM
182
Focused Wealth Management
New York
$112K +$11.2K +452 +11%
Comerica Bank
183
Comerica Bank
Texas
$105K +$105K +4,249 New
PA
184
Parallel Advisors
California
$99.3K -$24.8K -1,000 -20%
NS
185
NBC Securities
Alabama
$96K +$96K +3,894 New
OSNBOA
186
Old Second National Bank of Aurora
Illinois
$81.2K -$6.96M -280,308 -99%
SFG
187
Steward Financial Group
Texas
$78K
BHWM
188
Bay Harbor Wealth Management
Maryland
$75.1K +$75.1K +3,026 New
CT
189
Colonial Trust
South Carolina
$73.5K
HIA
190
Harbor Investment Advisory
Maryland
$62.1K
LWANC
191
Laurel Wealth Advisors (North Carolina)
North Carolina
$52.9K +$4.96K +200 +10%
CAL
192
Capital Analysts LLC
Pennsylvania
$45K +$45K +1,821 New
HWA
193
HHM Wealth Advisors
Tennessee
$41.7K -$9.43K -380 -18%
EWM
194
Evermay Wealth Management
Virginia
$37.8K -$76.8K -3,095 -67%
FCA
195
FinTrust Capital Advisors
South Carolina
$35.2K
BC
196
Barrett & Company
Rhode Island
$34.2K
SWM
197
Spire Wealth Management
Virginia
$33.5K -$50K -2,015 -60%
BEI
198
Benjamin Edwards Inc
Missouri
$33K +$420 +17 +1%
RF
199
Robbins Farley
New Hampshire
$32K +$12K +485 +60%
GRP
200
Global Retirement Partners
California
$25.9K -$9.59K -388 -27%