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

202 hedge funds and large institutions have $970M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 96 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+28
Holders Change %
+16.09%
% of All Funds
3.58%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.2%
New
36
Increased
96
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$32.3M
2
SIC
Sigma Investment Counselors
Michigan
+$11.6M
3
Bank of America
Bank of America
North Carolina
+$9.61M
4
TWA
Tillar-Wenstrup Advisors
Ohio
+$8.73M
5
PAG
Private Advisor Group
New Jersey
+$7.77M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$15.7M
2
SWP
Stratos Wealth Partners
Ohio
-$10.1M
3
FBB
Fulton Breakefield Broenniman
Maryland
-$1.38M
4
SG
Strid Group
Pennsylvania
-$1.02M
5
OMC
Old Mission Capital
Illinois
-$935K
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
26
Gateway Advisory
New Jersey
$7.95M +$102K +3,874 +1%
PAG
27
Private Advisor Group
New Jersey
$7.77M +$7.77M +295,616 New
EWA
28
EP Wealth Advisors
California
$7.73M +$7.73M +294,047 New
LIM
29
Leavell Investment Management
Alabama
$7.44M +$1.08M +41,005 +17%
KAS
30
Kestra Advisory Services
Texas
$7.08M +$763K +29,057 +12%
MGIA
31
Matthew Goff Investment Advisor
Texas
$6.64M -$107K -4,085 -2%
Ameriprise
32
Ameriprise
Minnesota
$6.54M +$209K +7,949 +3%
DE
33
Day & Ennis
Georgia
$6.47M +$45.3K +1,726 +0.7%
UCFA
34
United Capital Financial Advisors
Texas
$6.13M +$989K +37,634 +19%
AIA
35
Arcadia Investment Advisors
Idaho
$5.99M +$253K +9,625 +4%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$5.79M +$1.15M +43,879 +25%
ACM
37
Azimuth Capital Management
Michigan
$5.79M +$5.79M +220,375 New
KNW
38
Kesler Norman & Wride
Utah
$5.48M +$5.48M +208,710 New
AF
39
Allworth Financial
California
$5.17M +$5.17M +196,803 New
Mariner
40
Mariner
Kansas
$5.07M +$117K +4,463 +2%
SSB
41
Sandy Spring Bank
Maryland
$4.95M +$637K +24,250 +15%
PPWM
42
PFG Private Wealth Management
Florida
$4.62M +$358K +13,610 +8%
RWM
43
Ritholtz Wealth Management
New York
$4.43M +$132K +5,036 +3%
LWM
44
Lyell Wealth Management
California
$4.42M +$315K +11,975 +8%
CP
45
Camelot Portfolios
Ohio
$4.38M +$514K +19,566 +13%
SCG
46
Sonata Capital Group
Washington
$4.07M +$1.38M +52,361 +51%
Citadel Advisors
47
Citadel Advisors
Florida
$3.76M +$132K +5,015 +4%
FFA
48
Fragasso Financial Advisors
Pennsylvania
$3.74M -$839K -31,924 -18%
CCM
49
Cribstone Capital Management
Maine
$3.61M +$325K +12,372 +10%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$3.6M +$585K +22,265 +19%
1
2
3 4 5