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 %
BEI
201
Benjamin Edwards Inc
Missouri
$33K -$150 -6 -0.5%
MIH
202
Meitav Investment House
Israel
$32.3K +$32.3K +1,300 New
RF
203
Robbins Farley
New Hampshire
$19.9K -$12K -485 -38%
PCM
204
Penserra Capital Management
California
$19K +$19K +805 New
TSWM
205
Tyler-Stone Wealth Management
Ohio
$16K +$16K +661 New
HI
206
Harbour Investments
Wisconsin
$15.3K +$174 +7 +1%
JPMorgan Chase & Co
207
JPMorgan Chase & Co
New York
$14.1K -$1.34M -54,176 -99%
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$7.89K -$7K -282 -47%
SC
209
Stephens Consulting
Michigan
$7.5K +$5.51K +222 +278%
SS
210
Sunbelt Securities
Texas
$4.84K
NC
211
NewSquare Capital
Pennsylvania
$4.17K +$4.17K +168 New
OLVIG
212
Oliver Lagore Vanvalin Investment Group
Michigan
$2.48K
IPW
213
Impact Partnership Wealth
Georgia
$1.12K +$1.12K +45 New
Fidelity Investments
214
Fidelity Investments
Massachusetts
$645 +$645 +26 New
Citigroup
215
Citigroup
New York
$99 -$619 -25 -86%
RWPA
216
Richard W. Paul & Associates
Michigan
$3 -$274 -11 Closed
PRWA
217
Platte River Wealth Advisors
Colorado
-$5.25M -211,700 Closed
SCI
218
Stableford Capital II
Arizona
-$2.29M -92,797 Closed
AWS
219
AJ Wealth Strategies
New York
-$1.47M -59,358 Closed
SL
220
SWMG LLC
Texas
-$1.09M -43,910 Closed
AI
221
Atria Investments
North Carolina
-$1M -40,460 Closed
CA
222
Crumly & Associates
Illinois
-$839K -33,822 Closed
CAAS
223
Capital Asset Advisory Services
Michigan
-$677K -27,284 Closed
BOSSRA
224
B.O.S.S. Retirement Advisors
Utah
-$645K -25,979 Closed
GLR
225
Great Lakes Retirement
Ohio
-$523K -21,099 Closed