iShares iBonds Dec 2023 Term Treasury ETF
IBTD
IBTD was delisted on the 15th of December, 2023.
13 hedge funds and large institutions have $28.5M invested in iShares iBonds Dec 2023 Term Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
105% more capital invested
Capital invested by funds: $13.9M → $28.5M (+$14.6M)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
44% more funds holding
Funds holding: 9 → 13 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$12.3M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$7.23M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$1.03M |
| 4 |
Jane Street
New York
|
+$486K |
| 5 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$345K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$6.14M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$589K |
| 3 |
KFAA
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
-$368K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$8K |
IBTD Hedge Fund Activity: Q1 2021 in Review
13 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Treasury ETF (IBTD) for Q1 2021, worth a combined $28.5M — up 105% from $13.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IBTD positions and 2 closed out — a net gain of 4 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Stifel Financial, adding an estimated $12.3M. The largest seller was Confluence Investment Management, cutting an estimated $6.14M.
- 13 institutional investors held iShares iBonds Dec 2023 Term Treasury ETF (IBTD) as of Q1 2021, up from 9 in Q4 2020.
- Funds reported $28.5M of iShares iBonds Dec 2023 Term Treasury ETF stock for Q1 2021, up 105% quarter-over-quarter.
- 6 funds opened new iShares iBonds Dec 2023 Term Treasury ETF positions in Q1 2021 and 2 closed out, a net change of +4 holders.
- The largest iShares iBonds Dec 2023 Term Treasury ETF buyer in Q1 2021 was Stifel Financial, an estimated $12.3M added.
- The largest iShares iBonds Dec 2023 Term Treasury ETF seller in Q1 2021 was Confluence Investment Management, an estimated $6.14M sold.
Based on aggregated 13F filings for Q1 2021.