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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295 hedge funds and large institutions have $1.67B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+10
Holders Change %
+3.51%
% of All Funds
4.72%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
40
Increased
109
Reduced
91
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$39.4M
2
AWM
AE Wealth Management
Kansas
+$30.7M
3
SAM
Simplify Asset Management
Nevada
+$20.2M
4
SVWAG
Sound View Wealth Advisors Group
Georgia
+$15.3M
5
APS
American Planning Services
Florida
+$13.5M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$29.9M
2
EWA
EP Wealth Advisors
California
-$29.1M
3
SWP
Stratos Wealth Partners
Ohio
-$19.1M
4
Morgan Stanley
Morgan Stanley
New York
-$13.7M
5
WCM
Windsor Capital Management
Arizona
-$9.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
301
Community Bank
New York
$35.3K – – –
WT
302
Washington Trust
Rhode Island
$25.2K – – –
BCPWM
303
Bradley & Co Private Wealth Management
Florida
$22.5K -$22.2K -880 -50%
M
304
MOTCO
Texas
$22.4K – – –
CT
305
Colonial Trust
South Carolina
$20.2K – – –
FHA
306
First Horizon Advisors
Tennessee
$14.1K – – –
PNC Financial Services Group
307
PNC Financial Services Group
Pennsylvania
$11.8K – – –
OIA
308
Optimum Investment Advisors
Illinois
$11.5K – – –
BCWM
309
Bartlett & Co Wealth Management
Ohio
$11.2K – – –
BC
310
Bartlett & Co
Ohio
$11K – – –
Commonwealth Equity Services
311
Commonwealth Equity Services
Massachusetts
$11K -$2.89K -114,740 -21%
FGAM
312
Financial Gravity Asset Management
Texas
$10.5K +$10.5K +25 New
HFM
313
Hartford Financial Management
Connecticut
$8.31K +$8.31K +330 New
HCM
314
Hollencrest Capital Management
California
$4.94K +$4.94K +196 New
SC
315
Stephens Consulting
Michigan
$4.76K – – –
BlackRock
316
BlackRock
New York
$3.35K – – –
BWM
317
Baystate Wealth Management
Massachusetts
$3.22K – – –
KHC
318
Koesten Hirschmann & Crabtree
Kansas
$1.46K +$1.46K +58 New
JPMorgan Chase & Co
319
JPMorgan Chase & Co
New York
$1K – – –
Fidelity Investments
320
Fidelity Investments
Massachusetts
$705 -$453 -18 -39%
RWPA
321
Richard W. Paul & Associates
Michigan
$278 +$278 +11 New
TWA
322
Tillar-Wenstrup Advisors
Ohio
– -$9.5M -379,705 Closed
HCA
323
Heck Capital Advisors
Wisconsin
– -$3.54M -141,443 Closed
CWM
324
Centric Wealth Management
Illinois
– -$3.43M -137,161 Closed
Citadel Advisors
325
Citadel Advisors
Florida
– -$1.38M -55,026 Closed
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