IBTD

iShares iBonds Dec 2023 Term Treasury ETF
IBTD

Overview Fund Activity
Delisted

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

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50 hedge funds and large institutions have $149M invested in iShares iBonds Dec 2023 Term Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
50
Holders Change
+23
Holders Change %
+85.19%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
25
Increased
16
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$40.9M
2
Wells Fargo
2
Wells Fargo
California
$13.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$10.6M
4
GI
4
Gradient Investments
Minnesota
$10.1M
5
Bank of America
5
Bank of America
North Carolina
$9.64M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
APW
2
Atlantic Private Wealth
North Carolina
$0
3
PAS
3
Park Avenue Securities
New York
$619K
4
Stifel Financial
4
Stifel Financial
Missouri
$1.37M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$7.29M
Name Market Value Shares Shares
Change 		Shares
Change %
NA
1
NewEdge Advisors
Louisiana
$40.9M 1,640,565 +1,624,398 +10,048%
Wells Fargo
2
Wells Fargo
California
$13.3M 534,222 +532,022 +24,183%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$10.6M 424,243 +423,655 +72,050%
GI
4
Gradient Investments
Minnesota
$10.1M 406,082 +406,082 New
Bank of America
5
Bank of America
North Carolina
$9.64M 386,511 +322,909 +508%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$7.66M 307,382 +307,382 New
HighTower Advisors
7
HighTower Advisors
Illinois
$7.29M 292,332 -2,514 -0.9%
SB
8
Strategic Blueprint
Georgia
$6.58M 264,091 +251,368 +1,976%
RJA
9
Raymond James & Associates
Florida
$6.48M 259,804 +33,561 +15%
RWP
10
Reliant Wealth Planning
Kentucky
$6.15M 246,658 +246,658 New
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.73M 149,642 +149,642 New
Citadel Advisors
12
Citadel Advisors
Florida
$2.18M 87,514 +48,286 +123%
ICG
13
InterOcean Capital Group
Tennessee
$2.03M 81,517 +52,372 +180%
MA
14
Mutual Advisors
Nebraska
$1.77M 70,934 +70,934 New
MA
15
Montag & Associates
Georgia
$1.76M 70,553 +70,553 New
TWA
16
Tillar-Wenstrup Advisors
Ohio
$1.72M 68,800 +68,800 New
LPL Financial
17
LPL Financial
California
$1.63M 65,167 +65,167 New
Stifel Financial
18
Stifel Financial
Missouri
$1.37M 54,745 -2,556 -4%
AWS
19
AJ Wealth Strategies
New York
$1.3M 52,116 +52,116 New
EIA
20
Eldridge Investment Advisors
New Hampshire
$1.22M 48,795 +595 +1%
UCB
21
United Community Bank
South Carolina
$1.1M 44,020 +44,020 New
SAMC
22
Spectrum Asset Management (California)
California
$1.02M 40,820 +19,011 +87%
Creative Planning
23
Creative Planning
Kansas
$1.01M 40,502 +40,502 New
KFAA
24
Klaas Financial Asset Advisors
Illinois
$969K 38,864 – –
MCM
25
Marathon Capital Management
Maryland
$897K 36,000 +5,000 +16%
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