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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71 hedge funds and large institutions have $287M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
12
Increased
41
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$10.7M
2
MFWM
Motley Fool Wealth Management
Virginia
+$7.21M
3
Wells Fargo
Wells Fargo
California
+$2.61M
4
MGIA
Matthew Goff Investment Advisor
Texas
+$1.94M
5
Bank of America
Bank of America
North Carolina
+$1.81M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$13.4M
2
TF
TLWM Financial
Texas
-$4.9M
3
PAG
Private Advisor Group
New Jersey
-$676K
4
CAI
Capital Advisors Inc
Oklahoma
-$596K
5
FA
FDx Advisors
Illinois
-$529K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$1.98M +$368K +15,153 +23%
LWM
27
Lyell Wealth Management
California
$1.78M +$18.1K +745 +1%
TCCM
28
Timber Creek Capital Management
Massachusetts
$1.78M +$233K +9,611 +15%
RJA
29
Raymond James & Associates
Florida
$1.63M +$196K +8,074 +14%
WI
30
WrapManager Inc
California
$1.59M +$1.17M +48,316 +284%
GP
31
Geneva Partners
Wisconsin
$1.53M -$168K -6,908 -10%
AA
32
AlphaMark Advisors
Kentucky
$1.5M +$1.37M +56,405 +1,045%
LWM
33
Lenox Wealth Management
Ohio
$1.31M -$124K -5,125 -9%
ECM
34
Exchange Capital Management
Michigan
$952K +$58.5K +2,410 +7%
FPS
35
Fieldpoint Private Securities
Connecticut
$816K +$816K +33,600 New
MA
36
MCF Advisors
Kentucky
$807K -$237K -9,777 -23%
PAG
37
Private Advisor Group
New Jersey
$717K -$676K – –
APP
38
Avantax Planning Partners
Iowa
$625K – – –
Wolverine Trading
39
Wolverine Trading
Illinois
$571K – – –
Jane Street
40
Jane Street
New York
$492K +$492K +20,247 New
CCWA
41
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$435K +$99.5K +4,100 +30%
TWA
42
Tillar-Wenstrup Advisors
Ohio
$414K +$414K +17,052 New
Bank of New York Mellon
43
Bank of New York Mellon
New York
$410K +$117K +4,817 +40%
LIM
44
Leavell Investment Management
Alabama
$392K +$392K +16,130 New
BII
45
Bainco International Investors
Massachusetts
$389K +$87.8K +3,619 +29%
GLA
46
Great Lakes Advisors
Illinois
$387K +$145 +6 +0%
SSB
47
Sandy Spring Bank
Maryland
$379K +$379K +15,605 New
BA
48
Boston Advisors
Massachusetts
$367K +$12.4K +512 +4%
WGCA
49
Wolf Group Capital Advisors
Virginia
$366K -$369K – –
CWS
50
Cypress Wealth Services
California
$358K +$110K +4,523 +44%
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