IBDO

iShares iBonds Dec 2023 Term Corporate ETF
IBDO

Overview Fund Activity
Delisted

IBDO was delisted on the 15th of December, 2023.

Back to rankings

165 hedge funds and large institutions have $776M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+5
Holders Change %
+3.13%
% of All Funds
3.39%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.27%
New
22
Increased
80
Reduced
29
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$17.9M
2
Wells Fargo
Wells Fargo
California
+$10.7M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$10.4M
4
AWM
Argent Wealth Management
Massachusetts
+$5.68M
5
US Bancorp
US Bancorp
Minnesota
+$5.05M

Top Sellers

1
MFWM
Motley Fool Wealth Management
Virginia
-$22.3M
2
HighTower Advisors
HighTower Advisors
Illinois
-$11M
3
TF
TLWM Financial
Texas
-$9.68M
4
SWP
Stratos Wealth Partners
Ohio
-$8.57M
5
Jane Street
Jane Street
New York
-$4.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
26
EP Wealth Advisors
California
$7.96M -$446K -17,007 -5%
GA
27
Gateway Advisory
New Jersey
$7.71M +$280K +10,689 +4%
PAG
28
Private Advisor Group
New Jersey
$7.34M +$307K +11,707 +4%
MGIA
29
Matthew Goff Investment Advisor
Texas
$6.55M -$288K -10,973 -4%
Stifel Financial
30
Stifel Financial
Missouri
$6.38M +$300K +11,457 +5%
DE
31
Day & Ennis
Georgia
$6.38M +$75.6K +2,881 +1%
LIM
32
Leavell Investment Management
Alabama
$5.95M +$1.69M +64,258 +40%
Ameriprise
33
Ameriprise
Minnesota
$5.9M -$670K -25,526 -10%
Mariner
34
Mariner
Kansas
$5.66M +$417K +15,899 +8%
AIA
35
Arcadia Investment Advisors
Idaho
$5.54M +$123K +4,672 +2%
UCFA
36
United Capital Financial Advisors
Texas
$5.31M -$802K -30,588 -13%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$4.44M -$106K -4,024 -2%
FFA
38
Fragasso Financial Advisors
Pennsylvania
$4.3M +$1.42M +54,135 +49%
RWM
39
Ritholtz Wealth Management
New York
$3.98M +$805K +30,697 +25%
PPWM
40
PFG Private Wealth Management
Florida
$3.86M +$103K +3,918 +3%
LWM
41
Lyell Wealth Management
California
$3.69M +$697K +26,555 +23%
CP
42
Camelot Portfolios
Ohio
$3.59M -$186K -7,102 -5%
SSB
43
Sandy Spring Bank
Maryland
$3.51M +$381K +14,530 +12%
FBB
44
Fulton Breakefield Broenniman
Maryland
$3.35M +$556K +21,210 +20%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$3.32M +$250K +9,515 +8%
KF
46
Krilogy Financial
Missouri
$3.18M +$1.49M +56,900 +89%
SWMG
47
Signature Wealth Management Group
Georgia
$3.15M +$78.9K +3,009 +3%
AA
48
AlphaMark Advisors
Kentucky
$3.1M +$85.7K +3,268 +3%
MMHP
49
Murphy Middleton Hinkle & Parker
Georgia
$3.01M -$85.2K -3,248 -3%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$2.81M +$1.63M +62,063 +138%
1
2
3 4 5