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 %
WWP
301
WR Wealth Planners
Missouri
$35.4K +$35.4K +1,400 New
AA
302
AlphaMark Advisors
Kentucky
$31K -$5.11K -200 -14%
WT
303
Washington Trust
Rhode Island
$25.3K – – –
M
304
MOTCO
Texas
$22.5K – – –
CT
305
Colonial Trust
South Carolina
$20.2K – – –
PCM
306
Penserra Capital Management
California
$19K +$19K +790 New
ATC
307
Adirondack Trust Company
New York
$17.1K +$17.1K +676 New
PNC Financial Services Group
308
PNC Financial Services Group
Pennsylvania
$11.9K – – –
OIA
309
Optimum Investment Advisors
Illinois
$11.5K – – –
CAL
310
Capital Analysts LLC
Pennsylvania
$11K +$11K +451 New
OLVIG
311
Oliver Lagore Vanvalin Investment Group
Michigan
$10.5K +$10.5K +414 New
HFM
312
Hartford Financial Management
Connecticut
$8.42K +$76 +3 +0.9%
BNP Paribas Financial Markets
313
BNP Paribas Financial Markets
France
$7.59K +$7.59K +300 New
CFGS
314
Concourse Financial Group Securities
Alabama
$5.46K -$263K -10,386 -98%
HCM
315
Hollencrest Capital Management
California
$4.96K – – –
SC
316
Stephens Consulting
Michigan
$4.78K – – –
BlackRock
317
BlackRock
New York
$3.36K – – –
BWM
318
Baystate Wealth Management
Massachusetts
$3.26K +$25 +1 +0.8%
BCPWM
319
Bradley & Co Private Wealth Management
Florida
$2.4K -$20.2K -799 -89%
IPW
320
Impact Partnership Wealth
Georgia
$1.11K +$1.11K +44 New
Fidelity Investments
321
Fidelity Investments
Massachusetts
$935 +$227 +9 +32%
JPMorgan Chase & Co
322
JPMorgan Chase & Co
New York
$885 – – –
RWPA
323
Richard W. Paul & Associates
Michigan
$129 -$155 -6 -55%
GA
324
Gateway Advisory
New Jersey
– -$9.73M -386,357 Closed
SCM
325
Seascape Capital Management
New Hampshire
– -$6.4M -253,896 Closed
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