IBTD

iShares iBonds Dec 2023 Term Treasury ETF

Delisted

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

172 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2023 Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 69 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
172
Holders Change
+72
Holders Change %
+72%
% of All Funds
2.78%
Holding in Top 10
15
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+200%
% of All Funds
0.24%
New
78
Increased
69
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AP
1
Arlington Partners
Alabama
$350M 14,152,465 +14,152,465 New
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$307M 12,409,351 +12,340,196 +17,844%
Morgan Stanley
3
Morgan Stanley
New York
$98M 3,969,155 +3,586,975 +939%
Bank of America
4
Bank of America
North Carolina
$71M 2,874,061 +778,983 +37%
SRC
5
Shufro Rose & Co
New York
$68.8M 2,784,203 +2,784,203 New
Wells Fargo
6
Wells Fargo
California
$58.7M 2,375,703 +1,316,514 +124%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$51.2M 2,073,053 +1,403,625 +210%
CWM
8
Campbell Wealth Management
Virginia
$38.3M 1,552,284 +978,742 +171%
IA
9
IFG Advisory
Georgia
$34.5M 1,398,569 +42,853 +3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$27.2M 1,099,273 +1,059,378 +2,655%
SL
11
Summitry LLC
California
$26.5M 1,072,724 -14,229 -1%
Renaissance Technologies
12
Renaissance Technologies
New York
$24.7M 1,001,317 +858,477 +601%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$24.2M 980,845 +549,782 +128%
MCM
14
MV Capital Management
Maryland
$22.7M 917,674 +917,674 New
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$19.6M 793,692 +500,664 +171%
UBS Group
16
UBS Group
Switzerland
$19.2M 775,973 +591,361 +320%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$19M 767,660 +737,712 +2,463%
Osaic Holdings
18
Osaic Holdings
Arizona
$18.7M 756,956 +634,519 +518%
Goldman Sachs
19
Goldman Sachs
New York
$17.6M 711,760 +711,760 New
CCP
20
Cassia Capital Partners
North Carolina
$16.8M 678,160 +9,878 +1%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$16.4M 663,124 +662,996 +517,966%
Jane Street
22
Jane Street
New York
$14.9M 601,967 +455,809 +312%
LPL Financial
23
LPL Financial
California
$14M 568,792 +346,791 +156%
BTI
24
Blue Trust Inc
Georgia
$12.1M 489,052 +489,052 New
Stifel Financial
25
Stifel Financial
Missouri
$11.9M 482,730 +381,287 +376%