IBTD

iShares iBonds Dec 2023 Term Treasury ETF

Delisted

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

100 hedge funds and large institutions have $429M invested in iShares iBonds Dec 2023 Term Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 33 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
100
Holders Change
+50
Holders Change %
+100%
% of All Funds
1.73%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.09%
New
52
Increased
33
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$51.9M 2,095,078 +1,708,567 +442%
NA
2
NewEdge Advisors
Louisiana
$49.8M 2,010,469 +369,904 +23%
IA
3
IFG Advisory
Georgia
$33.6M 1,355,716 +1,355,716 New
SL
4
Summitry LLC
California
$26.9M 1,086,953 +1,086,953 New
Wells Fargo
5
Wells Fargo
California
$26.2M 1,059,189 +524,967 +98%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$16.6M 669,428 +362,046 +118%
CCP
7
Cassia Capital Partners
North Carolina
$16.6M 668,282 +668,282 New
CWM
8
Campbell Wealth Management
Virginia
$14.2M 573,542 +573,542 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$10.7M 431,063 +6,820 +2%
HighTower Advisors
10
HighTower Advisors
Illinois
$10.3M 414,284 +121,952 +42%
Morgan Stanley
11
Morgan Stanley
New York
$9.47M 382,180 +382,080 +382,080%
ICG
12
InterOcean Capital Group
Tennessee
$8.88M 358,533 +277,016 +340%
GI
13
Gradient Investments
Minnesota
$8.24M 332,646 -73,436 -18%
CIA
14
Capital Investment Advisors
Georgia
$8.2M 331,014 +331,014 New
SB
15
Strategic Blueprint
Georgia
$7.71M 311,045 +46,954 +18%
SIM
16
Studio Investment Management
Illinois
$7.7M 311,040 +311,040 New
CCWA
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.26M 293,028 +143,386 +96%
RJA
18
Raymond James & Associates
Florida
$6.85M 276,469 +16,665 +6%
RWP
19
Reliant Wealth Planning
Kentucky
$6.43M 259,709 +13,051 +5%
RPSA
20
Richard P. Slaughter Associates
Texas
$6.29M 254,059 +254,059 New
LPL Financial
21
LPL Financial
California
$5.5M 222,001 +156,834 +241%
OSNBOA
22
Old Second National Bank of Aurora
Illinois
$5.35M 216,064 +216,064 New
UBS Group
23
UBS Group
Switzerland
$4.57M 184,612 +184,612 New
EWM
24
Evermay Wealth Management
Virginia
$4.08M 164,657 +164,657 New
Jane Street
25
Jane Street
New York
$3.62M 146,158 +146,158 New