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IBTD

iShares iBonds Dec 2023 Term Treasury ETF

Delisted

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

212 hedge funds and large institutions have $2.03B invested in iShares iBonds Dec 2023 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 109 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

563% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 8

221% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 34

23% more funds holding

Funds holding: 172212 (+40)

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

19% more capital invested

Capital invested by funds: $1.7B → $2.03B (+$330M)

Holders
212
Holders Change
+40
Holders Change %
+23.26%
% of All Funds
3.38%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.29%
New
53
Increased
109
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
1
Arlington Partners
Alabama
$390M +$38.8M +1,569,931 +11%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$369M +$61.1M +2,469,886 +20%
Morgan Stanley
3
Morgan Stanley
New York
$105M +$6.54M +264,378 +7%
Bank of America
4
Bank of America
North Carolina
$96.6M +$25.2M +1,019,676 +35%
Wells Fargo
5
Wells Fargo
California
$75.1M +$16.1M +651,272 +27%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$57.9M +$6.44M +260,424 +13%
CWM
7
Campbell Wealth Management
Virginia
$54M +$15.5M +625,861 +40%
NA
8
NewEdge Advisors
Louisiana
$45.3M -$3.22M -130,349 -7%
IA
9
IFG Advisory
Georgia
$35M +$307K +12,412 +0.9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$29.1M +$4.78M +193,125 +20%
BTI
11
Blue Trust Inc
Georgia
$27.9M +$15.8M +638,528 +131%
SL
12
Summitry LLC
California
$27.1M +$442K +17,873 +2%
IWC
13
Integrated Wealth Concepts
Massachusetts
$26.8M +$17.1M +693,045 +180%
MCM
14
MV Capital Management
Maryland
$26.6M +$3.8M +153,465 +17%
UBS Group
15
UBS Group
Switzerland
$26M +$6.72M +271,489 +35%
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$25M +$5.26M +212,618 +27%
Osaic Holdings
17
Osaic Holdings
Arizona
$22.8M +$3.99M +161,303 +21%
Renaissance Technologies
18
Renaissance Technologies
New York
$21.6M -$3.22M -130,217 -13%
AWM
19
AE Wealth Management
Kansas
$21M +$19.2M +776,994 +1,095%
GI
20
Gradient Investments
Minnesota
$21M +$10.5M +422,741 +100%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$20.9M +$4.43M +179,096 +27%
LPL Financial
22
LPL Financial
California
$18.8M +$4.69M +189,430 +33%
CCP
23
Cassia Capital Partners
North Carolina
$16.5M -$322K -13,015 -2%
CIA
24
Capital Investment Advisors
Georgia
$14.7M +$6.18M +249,611 +73%
BCM
25
Brookstone Capital Management
Illinois
$14.5M +$5.35M +216,411 +59%