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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201 hedge funds and large institutions have $1.19B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 95 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-1
Holders Change %
-0.5%
% of All Funds
3.53%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
18
Increased
95
Reduced
44
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$47.9M
2
HighTower Advisors
HighTower Advisors
Illinois
+$19.5M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$11.4M
4
UBS Group
UBS Group
Switzerland
+$7.32M
5
Bank of America
Bank of America
North Carolina
+$4.85M

Top Sellers

1
SWP
Stratos Wealth Partners
Ohio
-$13.6M
2
Citadel Advisors
Citadel Advisors
Florida
-$11.4M
3
SG
Strid Group
Pennsylvania
-$5.82M
4
MGIA
Matthew Goff Investment Advisor
Texas
-$4.31M
5
AIA
Arcadia Investment Advisors
Idaho
-$3.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
26
Leavell Investment Management
Alabama
$8.91M +$1.07M +41,290 +14%
PAG
27
Private Advisor Group
New Jersey
$8.48M +$790K +30,389 +10%
GA
28
Gateway Advisory
New Jersey
$8.21M +$110K +4,229 +1%
ACM
29
Azimuth Capital Management
Michigan
$8.01M +$581K +22,350 +8%
NC
30
NovaPoint Capital
Georgia
$7.92M +$1.28M +49,222 +19%
PSIWM
31
Paradigm Strategies in Wealth Management
Minnesota
$7.79M +$863K +33,191 +12%
PPWM
32
PFG Private Wealth Management
Florida
$7.56M +$469K +18,037 +7%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$7.44M +$758K +29,137 +11%
EWA
34
EP Wealth Advisors
California
$7.17M -$44.9K -1,728 -0.6%
Stifel Financial
35
Stifel Financial
Missouri
$6.59M -$6.37K -245 -0.1%
FBB
36
Fulton Breakefield Broenniman
Maryland
$6.57M +$582K +22,369 +10%
DE
37
Day & Ennis
Georgia
$6.36M -$41.2K -1,585 -0.6%
SG
38
Strid Group
Pennsylvania
$6.12M -$5.82M – –
ADL
39
Asset Dedication LLC
California
$6.03M +$147K +5,656 +2%
SCG
40
Sonata Capital Group
Washington
$5.98M +$824K +31,697 +16%
SSB
41
Sandy Spring Bank
Maryland
$5.95M +$716K +27,523 +14%
UCFA
42
United Capital Financial Advisors
Texas
$5.93M +$126K +4,842 +2%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$5.32M +$439K +16,873 +9%
Mariner
44
Mariner
Kansas
$5.14M -$57.8K -2,224 -1%
KAS
45
Kestra Advisory Services
Texas
$5.11M -$158K -6,068 -3%
LWM
46
Lyell Wealth Management
California
$4.86M +$1.3K +50 +0%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$4.81M +$307K +11,825 +7%
AF
48
Allworth Financial
California
$4.67M -$68.7K -2,644 -1%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$4.64M +$45.5K +1,752 +1%
RWM
50
Ritholtz Wealth Management
New York
$4.55M -$13.3K -512 -0.3%
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