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 %
CG
276
CFO4Life Group
Texas
$203K +$203K +8,025 New
Empower Advisory Group
277
Empower Advisory Group
Colorado
$201K +$201K +7,962 New
TTWM
278
TCV Trust & Wealth Management
Virginia
$201K -$35.4K -1,400 -15%
BFG
279
Bleakley Financial Group
New Jersey
$201K -$144K -5,698 -42%
PTC
280
Private Trust Company
Ohio
$185K – – –
OHWP
281
Oak Harbor Wealth Partners
North Carolina
$155K +$228 +9 +0.1%
BC
282
Bartlett & Co
Ohio
$123K +$112K +4,400 +991%
BCWM
283
Bartlett & Co Wealth Management
Ohio
$123K +$111K +4,400 +991%
HWM
284
Horizons Wealth Management
North Carolina
$122K -$5.06K -200 -4%
BTI
285
Blue Trust Inc
Georgia
$96K – – –
HWA
286
HHM Wealth Advisors
Tennessee
$90.3K +$90.3K +3,570 New
AAG
287
Armstrong Advisory Group
Massachusetts
$89.8K – – –
FFA
288
Farther Finance Advisors
California
$85.4K +$11.2K +441 +15%
PIAS
289
PCA Investment Advisory Services
Ohio
$78.4K +$78.4K +3,100 New
BI
290
Bramshill Investments
Florida
$76.8K -$430 -17 -0.6%
TSWM
291
Tyler-Stone Wealth Management
Ohio
$76K +$76K +2,991 New
AA
292
Addison Advisors
Vermont
$68.9K -$18.7K -740 -21%
KOCAA
293
Knights of Columbus Asset Advisors
Connecticut
$68.3K – – –
MWM
294
Mascoma Wealth Management
New Hampshire
$62.7K -$25.5K -1,011 -29%
FRA
295
Front Row Advisors
California
$62K – – –
TCM
296
TD Capital Management
Tennessee
$53.9K +$480 +19 +0.9%
IBOK
297
Independence Bank of Kentucky
Kentucky
$50.6K – – –
GBT
298
Grove Bank & Trust
Florida
$47.3K +$47.3K +1,869 New
GWM
299
Geneos Wealth Management
Colorado
$41.1K – – –
CB
300
Community Bank
New York
$35.4K – – –
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