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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287 hedge funds and large institutions have $1.37B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 79 increasing their positions, 129 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-10
Holders Change %
-3.37%
% of All Funds
4.58%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.19%
New
29
Increased
79
Reduced
129
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
Summitry LLC
California
+$12.6M
2
WCM
Windsor Capital Management
Arizona
+$12.4M
3
EWA
EP Wealth Advisors
California
+$9.52M
4
NA
NewEdge Advisors
Louisiana
+$6.39M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$5.63M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
-$157M
2
HighTower Advisors
HighTower Advisors
Illinois
-$38M
3
Bank of America
Bank of America
North Carolina
-$27.4M
4
AWM
AE Wealth Management
Kansas
-$20.1M
5
CIM
Corda Investment Management
Texas
-$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
226
Kathmere Capital Management
Pennsylvania
$336K +$63K +2,483 +23%
Cetera Investment Advisers
227
Cetera Investment Advisers
Illinois
$319K +$59.5K +2,348 +23%
SL
228
SWMG LLC
Texas
$315K -$294K -11,577 -48%
SFA
229
Sequoia Financial Advisors
Ohio
$291K -$5.07K -200 -2%
PIMG
230
Patriot Investment Management Group
Tennessee
$288K -$50.3K -1,984 -15%
SIM
231
Stratos Investment Management
Ohio
$288K -$247K – –
SWPG
232
Strategic Wealth Partners Group
Illinois
$286K -$31.8K -1,253 -10%
PWA
233
Provenance Wealth Advisors
Florida
$281K +$281K +11,083 New
Comerica Bank
234
Comerica Bank
Texas
$278K +$278K +10,975 New
HPC
235
HM Payson & Co
Maine
$278K – – –
CWS
236
Cypress Wealth Services
California
$272K – – –
FPAS
237
Focus Partners Advisor Solutions
Missouri
$270K -$284K – –
KAS
238
KPP Advisory Services
Kentucky
$262K +$262K +10,350 New
CAN
239
Cetera Advisor Networks
California
$254K -$4.57K -180 -2%
PB
240
Pinnacle Bancorp
Nebraska
$254K – – –
AWM
241
Avior Wealth Management
Nebraska
$251K +$251K +9,917 New
CIA
242
Choate Investment Advisors
Massachusetts
$246K – – –
MA
243
MKT Advisors
California
$244K +$244K +9,653 New
LWM
244
Laidlaw Wealth Management
New York
$242K +$242K +9,550 New
GC
245
Gilbert & Cook
Iowa
$236K +$236K +9,301 New
BCM
246
Brookstone Capital Management
Illinois
$234K -$28.4K -1,122 -11%
FMWA
247
Forvis Mazars Wealth Advisors
Missouri
$226K -$225K – –
MFG
248
Merit Financial Group
Georgia
$225K +$583 +23 +0.3%
FW
249
FirstPurpose Wealth
Utah
$222K -$76.6K -3,022 -26%
BONH
250
Bank of New Hampshire
New Hampshire
$216K – – –
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10
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