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 %
ANBT
301
American National Bank & Trust
Texas
$7.89K +$7.89K +311 New
JPMorgan Chase & Co
302
JPMorgan Chase & Co
New York
$7.56K +$6.67K +263 +751%
CFGS
303
Concourse Financial Group Securities
Alabama
$5.48K – – –
HCM
304
Hollencrest Capital Management
California
$4.97K – – –
SC
305
Stephens Consulting
Michigan
$4.79K – – –
AWA
306
Authentikos Wealth Advisory
California
$4.59K -$239K -9,405 -98%
BlackRock
307
BlackRock
New York
$3.37K – – –
BWM
308
Baystate Wealth Management
Massachusetts
$3.31K +$51 +2 +2%
BCPWM
309
Bradley & Co Private Wealth Management
Florida
$2.41K – – –
Fidelity Investments
310
Fidelity Investments
Massachusetts
$431 -$507 -20 -54%
NC
311
NovaPoint Capital
Georgia
– -$13.4M -530,905 Closed
SHFP
312
Second Half Financial Partners
Florida
– -$4.11M -162,692 Closed
DLCIG
313
D.L. Carlson Investment Group
New Hampshire
– -$1.84M -72,606 Closed
GVAG
314
Great Valley Advisor Group
Delaware
– -$1.09M -42,886 Closed
SWM
315
Segment Wealth Management
Texas
– -$766K -30,270 Closed
SI
316
Stephens Inc
Arkansas
– -$755K -29,855 Closed
BOSSRA
317
B.O.S.S. Retirement Advisors
Utah
– -$749K -29,623 Closed
MAWAG
318
Mid-American Wealth Advisory Group
Missouri
– -$714K -28,282 Closed
SFA
319
Source Financial Advisors
New York
– -$558K -22,077 Closed
IF
320
Ironwood Financial
Arizona
– -$539K -21,294 Closed
GLR
321
Great Lakes Retirement
Ohio
– -$490K -19,391 Closed
CCM
322
Crew Capital Management
Ohio
– -$453K -17,928 Closed
WWM
323
Western Wealth Management
Colorado
– -$402K -15,896 Closed
BSG
324
Black Swift Group
Colorado
– -$394K -15,575 Closed
OCAM
325
Onex Canada Asset Management
Ontario, Canada
– -$378K -14,961 Closed
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