IBDO

iShares iBonds Dec 2023 Term Corporate ETF
IBDO

Overview Fund Activity
Delisted

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

Back to rankings

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 %
HPC
251
HM Payson & Co
Maine
$277K +$190K +7,500 +217%
KCM
252
Kathmere Capital Management
Pennsylvania
$273K -$196K -7,756 -42%
CWS
253
Cypress Wealth Services
California
$271K -$27.7K -1,096 -9%
RCA
254
Resonant Capital Advisors
Wisconsin
$270K – – –
BCM
255
Brookstone Capital Management
Illinois
$261K +$56.4K +2,236 +28%
Cetera Investment Advisers
256
Cetera Investment Advisers
Illinois
$259K +$259K +10,244 New
CAN
257
Cetera Advisor Networks
California
$258K +$430 +17 +0.2%
PB
258
Pinnacle Bancorp
Nebraska
$253K – – –
SIM
259
Stratos Investment Management
Ohio
$247K -$246K – –
CIA
260
Choate Investment Advisors
Massachusetts
$245K – – –
GGI
261
Godsey & Gibb Inc
Virginia
$244K -$83.8K -3,313 -26%
AWA
262
Authentikos Wealth Advisory
California
$242K +$242K +9,586 New
CAG
263
Csenge Advisory Group
Florida
$231K +$231K +9,124 New
FMWA
264
Forvis Mazars Wealth Advisors
Missouri
$225K -$229K – –
MFG
265
Merit Financial Group
Georgia
$224K -$8.85M -349,826 -98%
FIM
266
Freedom Investment Management
Connecticut
$223K -$20.3K -804 -8%
SPIA
267
Steward Partners Investment Advisory
New York
$219K -$305K -12,046 -58%
HNB
268
Huntington National Bank
Ohio
$215K -$41.6K – –
BONH
269
Bank of New Hampshire
New Hampshire
$215K – – –
KWM
270
Kingsview Wealth Management
Oregon
$213K – – –
MAG
271
MRA Advisory Group
New Jersey
$212K – – –
PA
272
Parallel Advisors
California
$211K – – –
VNA
273
Valley National Advisers
Pennsylvania
$209K – – –
DWA
274
Delap Wealth Advisory
Oregon
$209K – – –
HWM
275
HB Wealth Management
Georgia
$207K -$223K -8,861 Closed
9 10
11
12 13