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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174 hedge funds and large institutions have $806M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 92 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+9
Holders Change %
+5.45%
% of All Funds
3.52%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
23
Increased
92
Reduced
28
Closed
12
Calls
–
Puts
$397K
Net Calls
-$397K
Net Calls Change
-$397K

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$16.7M
2
TF
TLWM Financial
Texas
+$9.77M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.44M
4
BFEC
Benjamin F. Edwards & Company
Missouri
+$6.26M
5
US Bancorp
US Bancorp
Minnesota
+$5.9M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$11.8M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$10.4M
3
SWP
Stratos Wealth Partners
Ohio
-$9.66M
4
EWA
EP Wealth Advisors
California
-$7.96M
5
PAG
Private Advisor Group
New Jersey
-$7.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
26
Matthew Goff Investment Advisor
Texas
$6.74M +$195K +7,419 +3%
Stifel Financial
27
Stifel Financial
Missouri
$6.53M +$147K +5,589 +2%
DE
28
Day & Ennis
Georgia
$6.42M +$36.9K +1,407 +0.6%
LIM
29
Leavell Investment Management
Alabama
$6.35M +$406K +15,475 +7%
Ameriprise
30
Ameriprise
Minnesota
$6.32M +$430K +16,400 +7%
KAS
31
Kestra Advisory Services
Texas
$6.3M +$6.3M +240,526 New
AIA
32
Arcadia Investment Advisors
Idaho
$5.72M +$189K +7,213 +3%
UCFA
33
United Capital Financial Advisors
Texas
$5.13M -$178K -6,786 -3%
Mariner
34
Mariner
Kansas
$4.95M -$713K -27,196 -13%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$4.63M +$195K +7,436 +4%
FFA
36
Fragasso Financial Advisors
Pennsylvania
$4.57M +$277K +10,553 +6%
SSB
37
Sandy Spring Bank
Maryland
$4.3M +$797K +30,395 +23%
RWM
38
Ritholtz Wealth Management
New York
$4.29M +$309K +11,785 +8%
PPWM
39
PFG Private Wealth Management
Florida
$4.26M +$395K +15,043 +10%
LWM
40
Lyell Wealth Management
California
$4.1M +$406K +15,463 +11%
CP
41
Camelot Portfolios
Ohio
$3.86M +$272K +10,372 +8%
FBB
42
Fulton Breakefield Broenniman
Maryland
$3.8M +$445K +16,969 +13%
Citadel Advisors
43
Citadel Advisors
Florida
$3.62M +$3.62M +137,952 New
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$3.36M +$42.1K +1,604 +1%
CCM
45
Cribstone Capital Management
Maine
$3.28M +$930K +35,440 +40%
AA
46
AlphaMark Advisors
Kentucky
$3.18M +$76.7K +2,923 +2%
SWMG
47
Signature Wealth Management Group
Georgia
$3.15M -$1.23K -47 -0%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$3.01M +$620K +23,653 +26%
MMHP
49
Murphy Middleton Hinkle & Parker
Georgia
$3M -$13.2K -505 -0.4%
PWM
50
Praetorian Wealth Management
California
$2.89M +$225K +8,569 +8%
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