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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212 hedge funds and large institutions have $1.93B invested in iShares iBonds Dec 2023 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 81 increasing their positions, 87 reducing their positions, and 20 closing their positions.

Holders
212
Holders Change
-3
Holders Change %
-1.4%
% of All Funds
3.38%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
20
Increased
81
Reduced
87
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$78.2M
2
AT
2
Arlington Trust
Alabama
$67.9M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$457M
4
HBT
4
Hills Bank & Trust
Iowa
$26M
5
Goldman Sachs
5
Goldman Sachs
New York
$16.3M

Top Sellers

1
AP
1
Arlington Partners
Alabama
$67.9M
2
Wells Fargo
2
Wells Fargo
California
$53M
3
BTI
3
Blue Trust Inc
Georgia
$11.6M
4
CCP
4
Cassia Capital Partners
North Carolina
$0
5
EH
5
Equitable Holdings
New York
$3.28M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$457M 18,401,780 +1,113,542 +6%
Bank of America
2
Bank of America
North Carolina
$106M 4,269,930 -416,301 -9%
Morgan Stanley
3
Morgan Stanley
New York
$105M 4,241,906 -244,159 -5%
GBWM
4
Granite Bay Wealth Management
New Hampshire
$78.2M 3,155,566 +3,104,179 +6,041%
AP
5
Arlington Partners
Alabama
$67.9M 2,735,336 -9,496,750 -78%
AT
6
Arlington Trust
Alabama
$67.9M 2,735,336 +2,735,336 New
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$66M 2,659,922 +106,874 +4%
CWM
8
Campbell Wealth Management
Virginia
$57.2M 2,304,679 -14,540 -0.6%
Wells Fargo
9
Wells Fargo
California
$53M 2,137,249 -1,259,084 -37%
NA
10
NewEdge Advisors
Louisiana
$44.3M 1,784,563 +416,879 +30%
FWTB
11
First Western Trust Bank
Colorado
$37.2M 1,498,998 +242,548 +19%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$35.7M 1,438,133 -209,675 -13%
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.9M 1,123,630 -62,533 -5%
Osaic Holdings
14
Osaic Holdings
Arizona
$26.7M 1,075,617 +167,558 +18%
HBT
15
Hills Bank & Trust
Iowa
$26M 1,048,010 +839,436 +402%
MCM
16
MV Capital Management
Maryland
$25.7M 1,034,880 -81,866 -7%
UBS Group
17
UBS Group
Switzerland
$25.1M 1,009,519 -346,757 -26%
LPL Financial
18
LPL Financial
California
$24.3M 980,567 -34,406 -3%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$23.1M 931,021 +65,989 +8%
IWC
20
Integrated Wealth Concepts
Massachusetts
$21.8M 876,539 -223,272 -20%
SL
21
Summitry LLC
California
$20.7M 834,332 -268,981 -24%
Renaissance Technologies
22
Renaissance Technologies
New York
$20.2M 815,015 +56,715 +7%
SB
23
Strategic Blueprint
Georgia
$18.4M 741,676 -16,227 -2%
Jane Street
24
Jane Street
New York
$18.4M 739,713 +158,813 +27%
CWM
25
Connecticut Wealth Management
Connecticut
$16.6M 668,014 +52,448 +9%
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