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IBTD

iShares iBonds Dec 2023 Term Treasury ETF
IBTD

Delisted

IBTD was delisted on the 15th of December, 2023.

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14 hedge funds and large institutions have $30.6M invested in iShares iBonds Dec 2023 Term Treasury ETF in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

8% more funds holding

Funds holding: 13 → 14 (+1)

7% more capital invested

Capital invested by funds: $28.5M → $30.6M (+$2.08M)

Holders
14
Holders Change
+1
Holders Change %
+7.69%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$1.11M
2
BFEC
Benjamin F. Edwards & Company
Missouri
+$789K
3
RJA
Raymond James & Associates
Florida
+$551K
4
KFAA
Klaas Financial Asset Advisors
Illinois
+$456K
5
Citadel Advisors
Citadel Advisors
Florida
+$424K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$1.03M
2
Jane Street
Jane Street
New York
-$439K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$15.4M +$1.11M +43,434 +8%
BFEC
2
Benjamin F. Edwards & Company
Missouri
$8M +$789K +30,736 +11%
CIM
3
Confluence Investment Management
Missouri
$4.22M +$184K +7,181 +5%
KFAA
4
Klaas Financial Asset Advisors
Illinois
$823K +$456K +17,781 +124%
RJA
5
Raymond James & Associates
Florida
$550K +$551K +21,473 New
Citadel Advisors
6
Citadel Advisors
Florida
$423K +$424K +16,505 New
VWA
7
Visionary Wealth Advisors
Illinois
$389K +$44.7K +1,742 +13%
Bank of America
8
Bank of America
North Carolina
$332K +$20.3K +790 +6%
Jane Street
9
Jane Street
New York
$250K -$439K -17,116 -64%
BEI
10
Benjamin Edwards Inc
Missouri
$107K +$4.57K +178 +4%
CTC
11
Central Trust Company
Missouri
$74K – – –
Osaic Holdings
12
Osaic Holdings
Arizona
$6K – – –
RG
13
Retirement Group
California
$1K – – –
TRCT
14
Tower Research Capital (TRC)
New York
$1K +$154 +6 +32%
FTUS
15
Flow Traders U.S.
New York
– -$1.03M -40,158 Closed

IBTD Hedge Fund Activity: Q2 2021 in Review

14 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Treasury ETF (IBTD) for Q2 2021, worth a combined $30.6M — up 7.3% from $28.5M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new IBTD positions and 1 closed out — a net gain of 1 holder — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Stifel Financial, adding an estimated $1.11M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.03M sold.

  • 14 institutional investors held iShares iBonds Dec 2023 Term Treasury ETF (IBTD) as of Q2 2021, up from 13 in Q1 2021.
  • Funds reported $30.6M of iShares iBonds Dec 2023 Term Treasury ETF stock for Q2 2021, up 7.3% quarter-over-quarter.
  • 2 funds opened new iShares iBonds Dec 2023 Term Treasury ETF positions in Q2 2021 and 1 closed out, a net change of +1 holder.
  • The largest iShares iBonds Dec 2023 Term Treasury ETF buyer in Q2 2021 was Stifel Financial, an estimated $1.11M added.
  • The largest iShares iBonds Dec 2023 Term Treasury ETF seller in Q2 2021 was Flow Traders U.S., an estimated $1.03M sold.

Based on aggregated 13F filings for Q2 2021.