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
$162M
2
Jane Street
Jane Street
New York
$18.5M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$12.7M
4
KTM
Keeler Thomas Management
Utah
$10.8M
5
ECM
Exchange Capital Management
Michigan
$11M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$42.8M
2
HighTower Advisors
HighTower Advisors
Illinois
$38M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$6.51M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.24M
5
SAM
Simplify Asset Management
Nevada
$2.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSA
326
Droms Strauss Advisors
Missouri
– -$4.07M -161,432 Closed
MSAM
327
Moloney Securities Asset Management
Missouri
– -$3M -118,997 Closed
AFP
328
Alpha Financial Partners
Kentucky
– -$1.16M -45,891 Closed
GSB
329
Greenfield Savings Bank
Massachusetts
– -$1.13M -44,778 Closed
VFA
330
Valeo Financial Advisors
Indiana
– -$135K -33,857 Closed
PJSIMP
331
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$576K -22,829 Closed
DZ Bank
332
DZ Bank
Germany
– -$544K -21,511 Closed
SCI
333
Stableford Capital II
Arizona
– -$360K -14,377 Closed
1SB
334
1ST Source Bank
Indiana
– -$276K -10,938 Closed
CAC
335
Certified Advisory Corp
Florida
– -$274K -10,866 Closed
CW
336
CreativeOne Wealth
Kansas
– -$251K -9,975 Closed
LWM
337
Laidlaw Wealth Management
New York
– -$241K -9,550 Closed
RVPG
338
Relative Value Partners Group
– -$237K -9,390 Closed
AAS
339
Avantax Advisory Services
Texas
– -$223K -8,861 Closed
AAS
340
Ameritas Advisory Services
Nebraska
– -$84.6K -3,356 Closed
Bank of Montreal
341
Bank of Montreal
Ontario, Canada
– -$54.8K -2,175 Closed
TCWA
342
Ten Capital Wealth Advisors
Washington
– -$35.5K -1,411 Closed
FHA
343
First Horizon Advisors
Tennessee
– -$14.1K -561 Closed
KHC
344
Koesten Hirschmann & Crabtree
Kansas
– -$1.46K -58 Closed
FGAM
345
Financial Gravity Asset Management
Texas
– -$10.5K -25 Closed
CHAM
346
Clear Harbor Asset Management
Connecticut
– -$4.68M – –
JWCA
347
J.W. Cole Advisors
Florida
– -$503K – –
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