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

207 hedge funds and large institutions have $1.06B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 100 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+5
Holders Change %
+2.48%
% of All Funds
3.65%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
25
Increased
100
Reduced
51
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$42M
2
UBS Group
UBS Group
Switzerland
+$17.6M
3
RJA
Raymond James & Associates
Florida
+$12.3M
4
Morgan Stanley
Morgan Stanley
New York
+$7.41M
5
Bank of America
Bank of America
North Carolina
+$5.62M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$32.2M
2
TCOK
Trust Company of Kansas
Kansas
-$14.4M
3
CIA
Capital Investment Advisors
Georgia
-$12.8M
4
SWP
Stratos Wealth Partners
Ohio
-$11.2M
5
Jane Street
Jane Street
New York
-$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
26
Gateway Advisory
New Jersey
$8.06M +$145K +5,560 +2%
PAG
27
Private Advisor Group
New Jersey
$7.9M +$170K +6,487 +2%
LIM
28
Leavell Investment Management
Alabama
$7.88M +$481K +18,400 +6%
EWA
29
EP Wealth Advisors
California
$7.39M -$302K -11,549 -4%
ACM
30
Azimuth Capital Management
Michigan
$7.24M +$1.48M +56,705 +26%
PPWM
31
PFG Private Wealth Management
Florida
$6.8M +$2.2M +84,120 +48%
DE
32
Day & Ennis
Georgia
$6.41M -$23.7K -905 -0.4%
MGIA
33
Matthew Goff Investment Advisor
Texas
$6.19M -$417K -15,969 -6%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$6.16M +$397K +15,171 +7%
AIA
35
Arcadia Investment Advisors
Idaho
$6.07M +$115K +4,402 +2%
UCFA
36
United Capital Financial Advisors
Texas
$6M -$94.6K -3,619 -2%
KAS
37
Kestra Advisory Services
Texas
$5.34M -$1.7M -65,140 -24%
AF
38
Allworth Financial
California
$5.15M +$235 +9 +0%
Mariner
39
Mariner
Kansas
$5.13M +$79.7K +3,050 +2%
CP
40
Camelot Portfolios
Ohio
$5.06M +$701K +26,815 +16%
SSB
41
Sandy Spring Bank
Maryland
$5.01M +$85.5K +3,271 +2%
LWM
42
Lyell Wealth Management
California
$4.9M +$510K +19,505 +12%
FFIC
43
First Fiduciary Investment Counsel
Ohio
$4.89M +$2.48M +94,570 +103%
ADL
44
Asset Dedication LLC
California
$4.88M +$3.11M +119,173 +176%
FBB
45
Fulton Breakefield Broenniman
Maryland
$4.79M +$2.38M +91,032 +99%
RWM
46
Ritholtz Wealth Management
New York
$4.54M +$136K +5,201 +3%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$4.43M +$857K +32,780 +24%
KNW
48
Kesler Norman & Wride
Utah
$4.27M -$1.19M -45,354 -22%
Citadel Advisors
49
Citadel Advisors
Florida
$4.19M +$453K +17,337 +12%
SCG
50
Sonata Capital Group
Washington
$4.1M +$49.5K +1,895 +1%
1
2
3 4 5