We are live on ! Find out more
IBTD

iShares iBonds Dec 2023 Term Treasury ETF
IBTD

Delisted

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

Back to rankings

19 hedge funds and large institutions have $45.4M invested in iShares iBonds Dec 2023 Term Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

46% more funds holding

Funds holding: 13 → 19 (+6)

32% more capital invested

Capital invested by funds: $34.4M → $45.4M (+$11.1M)

Holders
19
Holders Change
+6
Holders Change %
+46.15%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$2.78M
2
RJA
Raymond James & Associates
Florida
+$2M
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$1.66M
4
CIM
Confluence Investment Management
Missouri
+$1.07M
5
PAS
Park Avenue Securities
New York
+$990K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$854K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$19.1M +$2.78M +108,874 +17%
BFEC
2
Benjamin F. Edwards & Company
Missouri
$9.13M +$1.66M +65,148 +22%
CIM
3
Confluence Investment Management
Missouri
$4.26M +$1.07M +41,865 +33%
RJA
4
Raymond James & Associates
Florida
$4.06M +$2M +78,113 +96%
BEI
5
Benjamin Edwards Inc
Missouri
$1.71M +$631K +24,692 +58%
KFAA
6
Klaas Financial Asset Advisors
Illinois
$1.15M +$330K +12,926 +40%
PAS
7
Park Avenue Securities
New York
$988K +$990K +38,748 New
EIA
8
Eldridge Investment Advisors
New Hampshire
$897K +$899K +35,200 New
Jane Street
9
Jane Street
New York
$837K -$854K -33,417 -50%
Bank of America
10
Bank of America
North Carolina
$731K +$71.8K +2,808 +11%
Citadel Advisors
11
Citadel Advisors
Florida
$667K +$392K +15,332 +142%
APA
12
American Portfolios Advisors
New York
$622K +$623K +24,378 New
MC
13
Matisse Capital
Oregon
$444K – – –
APW
14
Atlantic Private Wealth
North Carolina
$327K +$328K +12,844 New
Cerity Partners
15
Cerity Partners
New York
$319K +$320K +12,521 New
CTC
16
Central Trust Company
Missouri
$74K – – –
Osaic Holdings
17
Osaic Holdings
Arizona
$49K – – –
UBS Group
18
UBS Group
Switzerland
$49K +$49.5K +1,939 New
RG
19
Retirement Group
California
$1K – – –

IBTD Hedge Fund Activity: Q4 2021 in Review

19 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Treasury ETF (IBTD) for Q4 2021, worth a combined $45.4M — up 32% from $34.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IBTD positions and 0 closed out — a net gain of 6 holders — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Stifel Financial, adding an estimated $2.78M. The largest seller was Jane Street, cutting an estimated $854K.

  • 19 institutional investors held iShares iBonds Dec 2023 Term Treasury ETF (IBTD) as of Q4 2021, up from 13 in Q3 2021.
  • Funds reported $45.4M of iShares iBonds Dec 2023 Term Treasury ETF stock for Q4 2021, up 32% quarter-over-quarter.
  • 6 funds opened new iShares iBonds Dec 2023 Term Treasury ETF positions in Q4 2021 and 0 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2023 Term Treasury ETF buyer in Q4 2021 was Stifel Financial, an estimated $2.78M added.
  • The largest iShares iBonds Dec 2023 Term Treasury ETF seller in Q4 2021 was Jane Street, an estimated $854K sold.

Based on aggregated 13F filings for Q4 2021.