IBDO

iShares iBonds Dec 2023 Term Corporate ETF
IBDO

Overview Fund Activity
Delisted

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

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297 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
4.68%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.27%
New
29
Increased
109
Reduced
114
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
+$156M
2
Jane Street
Jane Street
New York
+$13.5M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$11.3M
4
KTM
Keeler Thomas Management
Utah
+$10.8M
5
ECM
Exchange Capital Management
Michigan
+$9.72M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$61.2M
2
HighTower Advisors
HighTower Advisors
Illinois
-$39.4M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$21.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.8M
5
SAM
Simplify Asset Management
Nevada
-$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
226
Avantax Planning Partners
Iowa
$424K – – –
KPWS
227
Kestra Private Wealth Services
Texas
$403K +$112K +4,418 +38%
WWM
228
Western Wealth Management
Colorado
$402K -$106K -4,200 -21%
SS
229
Sunbelt Securities
Texas
$399K -$15.2K -601 -4%
AFC
230
AFT Forsyth & Company
Florida
$395K – – –
BSG
231
Black Swift Group
Colorado
$394K +$9.61K +380 +3%
OCAM
232
Onex Canada Asset Management
Ontario, Canada
$378K – – –
NSB
233
Norway Savings Bank
Maine
$366K -$10.1K -400 -3%
SF
234
Safeguard Financial
Wisconsin
$358K – – –
Rockefeller Capital Management
235
Rockefeller Capital Management
New York
$358K -$1.5M -59,265 -81%
GAM
236
Gould Asset Management
California
$355K +$15.9K +630 +5%
PAS
237
Park Avenue Securities
New York
$355K -$6.19K -245 -2%
KP
238
Keel Point
Alabama
$355K +$355K +14,030 New
MCM
239
MV Capital Management
Maryland
$354K -$282K -11,145 -44%
AM
240
Atwater Malick
Pennsylvania
$349K +$30.3K +1,200 +10%
SCA
241
Snowden Capital Advisors
New York
$349K – – –
PIMG
242
Patriot Investment Management Group
Tennessee
$337K +$126 +5 +0%
VCM
243
Vigilant Capital Management
Maine
$329K +$11.1K +440 +4%
PCIA
244
Prime Capital Investment Advisors
Kansas
$318K +$318K +12,555 New
SWP
245
Summit Wealth Partners
Florida
$317K +$60.3K +2,384 +23%
SWPG
246
Strategic Wealth Partners Group
Illinois
$317K – – –
ST
247
Spinnaker Trust
Maine
$307K -$9.53K -377 -3%
FW
248
FirstPurpose Wealth
Utah
$298K -$30.5K -1,205 -9%
SFA
249
Sequoia Financial Advisors
Ohio
$295K +$5.06K +200 +2%
FPAS
250
Focus Partners Advisor Solutions
Missouri
$284K -$494K – –
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