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

3 hedge funds and large institutions have $71.7M invested in iShares iBonds Dec 2023 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 208 closing their positions.

Holders
3
Holders Change
-209
Holders Change %
-98.58%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
3
Closed
208
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$0
2
Bank of America
2
Bank of America
North Carolina
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$0
4
AT
4
Arlington Trust
Alabama
$0
5
AP
5
Arlington Partners
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GBWM
1
Granite Bay Wealth Management
New Hampshire
$66.1M 2,668,921 -486,645 -15%
BTI
2
Blue Trust Inc
Georgia
$4.85M 195,569 -273,179 -58%
IA
3
IFP Advisors
Florida
$765K 30,869 -146 -0.5%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
– – -18,401,780 Closed
Bank of America
5
Bank of America
North Carolina
– – -4,269,930 Closed
Morgan Stanley
6
Morgan Stanley
New York
– – -4,241,906 Closed
AT
7
Arlington Trust
Alabama
– – -2,735,336 Closed
AP
8
Arlington Partners
Alabama
– – -2,735,336 Closed
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
– – -2,659,922 Closed
CWM
10
Campbell Wealth Management
Virginia
– – -2,304,679 Closed
Wells Fargo
11
Wells Fargo
California
– – -2,137,249 Closed
NA
12
NewEdge Advisors
Louisiana
– – -1,784,563 Closed
FWTB
13
First Western Trust Bank
Colorado
– – -1,498,998 Closed
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
– – -1,438,133 Closed
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– – -1,123,630 Closed
Osaic Holdings
16
Osaic Holdings
Arizona
– – -1,075,617 Closed
HBT
17
Hills Bank & Trust
Iowa
– – -1,048,010 Closed
MCM
18
MV Capital Management
Maryland
– – -1,034,880 Closed
UBS Group
19
UBS Group
Switzerland
– – -1,009,519 Closed
LPL Financial
20
LPL Financial
California
– – -980,567 Closed
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
– – -931,021 Closed
IWC
22
Integrated Wealth Concepts
Massachusetts
– – -876,539 Closed
SL
23
Summitry LLC
California
– – -834,332 Closed
Renaissance Technologies
24
Renaissance Technologies
New York
– – -815,015 Closed
SB
25
Strategic Blueprint
Georgia
– – -741,676 Closed
1
2 3 4 5