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IBTD

iShares iBonds Dec 2023 Term Treasury ETF
IBTD

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.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

7% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 87

1% less funds holding

Funds holding: 215 → 212 (-3)

9% less capital invested

Capital invested by funds: $2.12B → $1.93B (-$186M)

11% less funds holding in top 10

Funds holding in top 10: 18 → 16 (-2)

Holders
212
Holders Change
-3
Holders Change %
-1.4%
% of All Funds
3.36%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.25%
New
20
Increased
81
Reduced
87
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GBWM
Granite Bay Wealth Management
New Hampshire
+$76.9M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$27.6M
3
HBT
Hills Bank & Trust
Iowa
+$20.8M
4
Goldman Sachs
Goldman Sachs
New York
+$15.2M
5
NA
NewEdge Advisors
Louisiana
+$10.3M

Top Sellers

1
AP
Arlington Partners
Alabama
-$235M
2
Wells Fargo
Wells Fargo
California
-$31.2M
3
BTI
Blue Trust Inc
Georgia
-$21.6M
4
CCP
Cassia Capital Partners
North Carolina
-$16.7M
5
EH
Equitable Holdings
New York
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$457M +$27.6M +1,113,542 +6%
Bank of America
2
Bank of America
North Carolina
$106M -$10.3M -416,301 -9%
Morgan Stanley
3
Morgan Stanley
New York
$105M -$6.05M -244,159 -5%
GBWM
4
Granite Bay Wealth Management
New Hampshire
$78.2M +$76.9M +3,104,179 +6,041%
AP
5
Arlington Partners
Alabama
$67.9M -$235M -9,496,750 -78%
AT
6
Arlington Trust
Alabama
$67.9M +$67.7M +2,735,336 New
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$66M +$2.65M +106,874 +4%
CWM
8
Campbell Wealth Management
Virginia
$57.2M -$360K -14,540 -0.6%
Wells Fargo
9
Wells Fargo
California
$53M -$31.2M -1,259,084 -37%
NA
10
NewEdge Advisors
Louisiana
$44.3M +$10.3M +416,879 +30%
FWTB
11
First Western Trust Bank
Colorado
$37.2M +$6.01M +242,548 +19%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$35.7M -$5.19M -209,675 -13%
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.9M -$1.55M -62,533 -5%
Osaic Holdings
14
Osaic Holdings
Arizona
$26.7M +$4.15M +167,558 +18%
HBT
15
Hills Bank & Trust
Iowa
$26M +$20.8M +839,436 +402%
MCM
16
MV Capital Management
Maryland
$25.7M -$2.03M -81,866 -7%
UBS Group
17
UBS Group
Switzerland
$25.1M -$8.59M -346,757 -26%
LPL Financial
18
LPL Financial
California
$24.3M -$852K -34,406 -3%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$23.1M +$1.63M +65,989 +8%
IWC
20
Integrated Wealth Concepts
Massachusetts
$21.8M -$5.53M -223,272 -20%
SL
21
Summitry LLC
California
$20.7M -$6.66M -268,981 -24%
Renaissance Technologies
22
Renaissance Technologies
New York
$20.2M +$1.4M +56,715 +7%
SB
23
Strategic Blueprint
Georgia
$18.4M -$402K -16,227 -2%
Jane Street
24
Jane Street
New York
$18.4M +$3.93M +158,813 +27%
CWM
25
Connecticut Wealth Management
Connecticut
$16.6M +$1.3M +52,448 +9%
1
2 3 4 5

IBTD Hedge Fund Activity: Q3 2023 in Review

212 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Treasury ETF (IBTD) for Q3 2023, worth a combined $1.93B — down 8.8% from $2.12B a quarter earlier.

Fund positioning in IBTD was balanced in Q3 2023: 20 funds opened new positions, 20 closed out, 81 added to existing stakes and 87 trimmed.

The largest buyer was Granite Bay Wealth Management, adding an estimated $76.9M. The largest seller was Arlington Partners, cutting an estimated $235M.

  • 212 institutional investors held iShares iBonds Dec 2023 Term Treasury ETF (IBTD) as of Q3 2023, down from 215 in Q2 2023.
  • Funds reported $1.93B of iShares iBonds Dec 2023 Term Treasury ETF stock for Q3 2023, down 8.8% quarter-over-quarter.
  • 20 funds opened new iShares iBonds Dec 2023 Term Treasury ETF positions in Q3 2023 and 20 closed out, a net change of 0 holders.
  • The largest iShares iBonds Dec 2023 Term Treasury ETF buyer in Q3 2023 was Granite Bay Wealth Management, an estimated $76.9M added.
  • The largest iShares iBonds Dec 2023 Term Treasury ETF seller in Q3 2023 was Arlington Partners, an estimated $235M sold.

Based on aggregated 13F filings for Q3 2023.