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 %
OC
326
Oppenheimer & Co
New York
– -$1.24M -49,426 Closed
OMC
327
Old Mission Capital
Illinois
– -$1.18M -47,054 Closed
W
328
WealthOne
New York
– -$430K -17,177 Closed
WGCA
329
Wolf Group Capital Advisors
Virginia
– -$413K -16,489 Closed
VCM
330
Vivaldi Capital Management
Illinois
– -$396K -15,798 Closed
MWM
331
Maltin Wealth Management
New Jersey
– -$394K -15,750 Closed
SFS
332
Sowell Financial Services
Arkansas
– -$307K -12,249 Closed
GDP
333
Great Diamond Partners
Maine
– -$285K -11,400 Closed
HCM
334
Harvey Capital Management
Florida
– -$266K -10,635 Closed
SC
335
Seldon Capital
California
– -$212K -8,468 Closed
WSTAM
336
Wilbanks Smith & Thomas Asset Management
Virginia
– -$200K -8,000 Closed
KOMWMG
337
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$145K -5,790 Closed
USCWA
338
U.S. Capital Wealth Advisors
Texas
– -$41.3K -1,651 Closed
UB
339
UMB Bank
Missouri
– -$30K -1,200 Closed
NHT
340
New Hampshire Trust
New Hampshire
– -$30K -1,200 Closed
Fifth Third Bancorp
341
Fifth Third Bancorp
Ohio
– -$10.1K -405 Closed
MCC
342
Money Concepts Capital
Florida
– -$9.36K -374 Closed
AP
343
Arlington Partners
Alabama
– -$6.31K -252 Closed
Citigroup
344
Citigroup
New York
– -$1.55K -62 Closed
MC
345
Moors & Cabot
Massachusetts
– -$219K – –
SCA
346
Snowden Capital Advisors
New York
– -$3.5M – –
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