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 %
SC
251
Seldon Capital
California
$215K +$215K +8,468 New
HNB
252
Huntington National Bank
Ohio
$213K -$215K – –
KOMWMG
253
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$213K +$213K +8,398 New
PA
254
Parallel Advisors
California
$211K – – –
DWA
255
Delap Wealth Advisory
Oregon
$210K – – –
ATPW
256
Ashton Thomas Private Wealth
Arizona
$209K -$493K -19,446 -70%
SPIA
257
Steward Partners Investment Advisory
New York
$209K -$10.4K -411 -5%
HWM
258
HB Wealth Management
Georgia
$207K -$207K – –
TSS
259
Two Sigma Securities
New York
$204K +$204K +8,038 New
Empower Advisory Group
260
Empower Advisory Group
Colorado
$202K -$51 -2 -0%
TTWM
261
TCV Trust & Wealth Management
Virginia
$202K – – –
HBT
262
Hills Bank & Trust
Iowa
$201K +$201K +7,916 New
AP
263
Advisors Preferred
Maryland
$195K +$195K +7,710 New
OHWP
264
Oak Harbor Wealth Partners
North Carolina
$192K +$37K +1,460 +24%
PTC
265
Private Trust Company
Ohio
$186K – – –
SIC
266
Salem Investment Counselors
North Carolina
$154K +$154K +6,063 New
VNA
267
Valley National Advisers
Pennsylvania
$139K -$70.3K -2,770 -34%
HWM
268
Horizons Wealth Management
North Carolina
$122K – – –
BC
269
Bartlett & Co
Ohio
$112K -$11.3K -444 -9%
BCWM
270
Bartlett & Co Wealth Management
Ohio
$112K -$11.3K -444 -9%
BTI
271
Blue Trust Inc
Georgia
$96K – – –
HWA
272
HHM Wealth Advisors
Tennessee
$90.5K – – –
AAG
273
Armstrong Advisory Group
Massachusetts
$90K – – –
FFA
274
Farther Finance Advisors
California
$85.6K – – –
TSWM
275
Tyler-Stone Wealth Management
Ohio
$76K +$430 +17 +0.6%
9 10
11
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