IBTD

iShares iBonds Dec 2023 Term Treasury ETF
IBTD

Overview Fund Activity
Delisted

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

Back to rankings

215 hedge funds and large institutions have $2.12B invested in iShares iBonds Dec 2023 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 103 increasing their positions, 57 reducing their positions, and 23 closing their positions.

Holders
215
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
3.39%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
28
Increased
103
Reduced
57
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$429M
2
FWTB
2
First Western Trust Bank
Colorado
$31.2M
3
Bank of America
3
Bank of America
North Carolina
$116M
4
CWM
4
Connecticut Wealth Management
Connecticut
$15.3M
5
EH
5
Equitable Holdings
New York
$16.9M

Top Sellers

1
AP
1
Arlington Partners
Alabama
$303M
2
IA
2
IFG Advisory
Georgia
$7.39M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.4M
4
GI
4
Gradient Investments
Minnesota
$7.16M
5
NA
5
NewEdge Advisors
Louisiana
$33.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$429M 17,288,238 +2,409,001 +16%
AP
2
Arlington Partners
Alabama
$303M 12,232,086 -3,490,310 -22%
Bank of America
3
Bank of America
North Carolina
$116M 4,686,231 +792,494 +20%
Morgan Stanley
4
Morgan Stanley
New York
$111M 4,486,065 +252,532 +6%
Wells Fargo
5
Wells Fargo
California
$84.3M 3,396,333 +369,358 +12%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$63.3M 2,553,048 +219,571 +9%
CWM
7
Campbell Wealth Management
Virginia
$57.5M 2,319,219 +141,074 +6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$40.9M 1,647,808 +183,460 +13%
NA
9
NewEdge Advisors
Louisiana
$33.9M 1,367,684 -460,088 -25%
UBS Group
10
UBS Group
Switzerland
$33.6M 1,356,276 +308,814 +29%
BTI
11
Blue Trust Inc
Georgia
$33.3M 1,340,702 +213,122 +19%
FWTB
12
First Western Trust Bank
Colorado
$31.2M 1,256,450 +1,256,450 New
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.4M 1,186,163 +179,853 +18%
MCM
14
MV Capital Management
Maryland
$27.7M 1,116,746 +45,607 +4%
SL
15
Summitry LLC
California
$27.4M 1,103,313 +12,716 +1%
IWC
16
Integrated Wealth Concepts
Massachusetts
$27.3M 1,099,811 +21,460 +2%
LPL Financial
17
LPL Financial
California
$25.2M 1,014,973 +256,751 +34%
Osaic Holdings
18
Osaic Holdings
Arizona
$22.5M 908,059 -10,200 -1%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$21.5M 865,032 +22,812 +3%
Renaissance Technologies
20
Renaissance Technologies
New York
$18.8M 758,300 -112,800 -13%
SB
21
Strategic Blueprint
Georgia
$18.8M 757,903 +182,439 +32%
EH
22
Equitable Holdings
New York
$16.9M 679,621 +393,875 +138%
CCP
23
Cassia Capital Partners
North Carolina
$16.7M 671,668 +6,523 +1%
CWM
24
Connecticut Wealth Management
Connecticut
$15.3M 615,566 +601,428 +4,254%
CIA
25
Capital Investment Advisors
Georgia
$14.7M 591,307 -1,331 -0.2%
1
2 3 4 5