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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151 hedge funds and large institutions have $644M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 80 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+29
Holders Change %
+23.77%
% of All Funds
2.98%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
38
Increased
80
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
MV Capital Management
Maryland
+$13.4M
2
CIM
Corda Investment Management
Texas
+$11.1M
3
TF
TLWM Financial
Texas
+$10M
4
Morgan Stanley
Morgan Stanley
New York
+$8.84M
5
CAI
Capital Advisors Inc
Oklahoma
+$8.2M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$10.5M
2
AL
Aspiriant LLC
California
-$3.16M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.66M
4
SWP
Stratos Wealth Partners
Ohio
-$2.46M
5
CA
Cetera Advisors
Colorado
-$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$6.79M +$930K +36,387 +16%
TWA
27
Tillar-Wenstrup Advisors
Ohio
$6.6M +$6.6M +258,031 New
MGIA
28
Matthew Goff Investment Advisor
Texas
$6.3M +$3.07M +120,104 +95%
UCFA
29
United Capital Financial Advisors
Texas
$6.11M -$185K -7,220 -3%
DE
30
Day & Ennis
Georgia
$6.02M +$412K +16,103 +7%
PAG
31
Private Advisor Group
New Jersey
$5.78M +$652K +25,497 +13%
SWP
32
Stratos Wealth Partners
Ohio
$5.67M -$2.46M – –
AIA
33
Arcadia Investment Advisors
Idaho
$5.21M +$96.5K +3,776 +2%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$4.89M +$356K +13,948 +8%
Ameriprise
35
Ameriprise
Minnesota
$4.36M +$729K +28,524 +20%
Mariner
36
Mariner
Kansas
$4.17M +$4.88K +191 +0.1%
LIM
37
Leavell Investment Management
Alabama
$3.79M +$1.63M +63,890 +76%
NA
38
NewEdge Advisors
Louisiana
$3.64M +$249K +9,748 +7%
PPWM
39
PFG Private Wealth Management
Florida
$3.55M +$3.55M +138,754 New
CP
40
Camelot Portfolios
Ohio
$3.33M +$242K +9,467 +8%
MMHP
41
Murphy Middleton Hinkle & Parker
Georgia
$3.24M +$75.8K +2,967 +2%
RWM
42
Ritholtz Wealth Management
New York
$3.16M +$1.72M +67,330 +119%
KF
43
Krilogy Financial
Missouri
$3M -$23.2K -907 -0.8%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$2.95M +$543K +21,228 +23%
LWM
45
Lyell Wealth Management
California
$2.92M +$617K +24,138 +27%
SWMG
46
Signature Wealth Management Group
Georgia
$2.86M +$79.7K +3,119 +3%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$2.77M +$302K +11,810 +12%
AA
48
AlphaMark Advisors
Kentucky
$2.74M +$308K +12,060 +13%
SSB
49
Sandy Spring Bank
Maryland
$2.46M +$319K +12,470 +15%
FBB
50
Fulton Breakefield Broenniman
Maryland
$2.41M +$75.1K +2,937 +3%
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