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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95 hedge funds and large institutions have $351M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+13
Holders Change %
+15.85%
% of All Funds
2.12%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.11%
New
25
Increased
39
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$11.6M
2
SIC
Sigma Investment Counselors
Michigan
+$5.75M
3
RFO
RiverGlades Family Offices
Florida
+$3.9M
4
VCM
Vivaldi Capital Management
Illinois
+$3.14M
5
CAI
Capital Advisors Inc
Oklahoma
+$2.53M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$14.2M
2
TF
TLWM Financial
Texas
-$6.61M
3
Morgan Stanley
Morgan Stanley
New York
-$4.76M
4
UCFA
United Capital Financial Advisors
Texas
-$2.81M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMHP
26
Murphy Middleton Hinkle & Parker
Georgia
$3M -$5.39K -223 -0.2%
AL
27
Aspiriant LLC
California
$2.98M – – –
Wolverine Trading
28
Wolverine Trading
Illinois
$2.94M +$2.38M +98,427 +425%
CIM
29
Confluence Investment Management
Missouri
$2.84M -$29.8K -1,231 -1%
CP
30
Camelot Portfolios
Ohio
$2.78M -$702 -29 -0%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.71M -$516K -21,328 -16%
Mariner
32
Mariner
Kansas
$2.66M -$1.19M -49,180 -31%
SWMG
33
Signature Wealth Management Group
Georgia
$2.53M +$677 +28 +0%
Ameriprise
34
Ameriprise
Minnesota
$2.15M +$77.1K +3,188 +4%
PAG
35
Private Advisor Group
New Jersey
$2.15M -$887K – –
RJA
36
Raymond James & Associates
Florida
$2.09M +$176K +7,269 +9%
MML Investors Services
37
MML Investors Services
Massachusetts
$2M +$2M +82,847 New
AA
38
AlphaMark Advisors
Kentucky
$1.87M +$268K +11,063 +17%
LWM
39
Lyell Wealth Management
California
$1.85M +$32.4K +1,340 +2%
WI
40
WrapManager Inc
California
$1.82M -$169K -7,001 -8%
TCCM
41
Timber Creek Capital Management
Massachusetts
$1.31M -$58.4K -2,416 -4%
LWANC
42
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.18M +$1.18M +48,900 New
ECM
43
Exchange Capital Management
Michigan
$1.13M +$126K +5,198 +13%
MA
44
MCF Advisors
Kentucky
$1.13M +$333K +13,752 +42%
SAM
45
Security Asset Management
New York
$1.06M +$1.06M +43,600 New
FAIM
46
Financial Advocates Investment Management
Washington
$1.03M +$1.03M +42,749 New
SVWA
47
Sound View Wealth Advisors
Georgia
$1.02M +$1.02M +42,224 New
SSB
48
Sandy Spring Bank
Maryland
$965K +$235K +9,705 +32%
FPS
49
Fieldpoint Private Securities
Connecticut
$813K – – –
Bank of New York Mellon
50
Bank of New York Mellon
New York
$762K +$259K +10,724 +52%
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