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
$31.1M
2
WCM
Windsor Capital Management
Arizona
$12.4M
3
EWA
EP Wealth Advisors
California
$9.57M
4
NA
NewEdge Advisors
Louisiana
$51.4M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$6.94M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
$6.22M
2
HighTower Advisors
HighTower Advisors
Illinois
$33.8M
3
Bank of America
Bank of America
North Carolina
$148M
4
AWM
AE Wealth Management
Kansas
$6M
5
CIM
Corda Investment Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
326
Rockefeller Capital Management
New York
– -$358K -14,149 Closed
SWP
327
Summit Wealth Partners
Florida
– -$317K -12,549 Closed
RCA
328
Resonant Capital Advisors
Wisconsin
– -$270K -10,690 Closed
CAG
329
Csenge Advisory Group
Florida
– -$231K -9,124 Closed
FIM
330
Freedom Investment Management
Connecticut
– -$223K -8,813 Closed
KWM
331
Kingsview Wealth Management
Oregon
– -$213K -8,405 Closed
MAG
332
MRA Advisory Group
New Jersey
– -$212K -8,366 Closed
CG
333
CFO4Life Group
Texas
– -$203K -8,025 Closed
BFG
334
Bleakley Financial Group
New Jersey
– -$201K -7,939 Closed
PIAS
335
PCA Investment Advisory Services
Ohio
– -$78.4K -3,100 Closed
CB
336
Community Bank
New York
– -$35.4K -1,400 Closed
PCM
337
Penserra Capital Management
California
– -$19K -790 Closed
OLVIG
338
Oliver Lagore Vanvalin Investment Group
Michigan
– -$10.5K -414 Closed
HFM
339
Hartford Financial Management
Connecticut
– -$8.42K -333 Closed
IPW
340
Impact Partnership Wealth
Georgia
– -$1.11K -44 Closed
RWPA
341
Richard W. Paul & Associates
Michigan
– -$129 -5 Closed
GPA
342
Guidance Point Advisors
Massachusetts
– -$693K – –
CIM
343
Corda Investment Management
Texas
– -$17.5M – –
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