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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212 hedge funds and large institutions have $1.22B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+11
Holders Change %
+5.47%
% of All Funds
3.27%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
32
Increased
83
Reduced
59
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TFA
Tobias Financial Advisors
Florida
+$20.9M
2
Bank of America
Bank of America
North Carolina
+$7.58M
3
Ameriprise
Ameriprise
Minnesota
+$7.07M
4
PSIWM
Paradigm Strategies in Wealth Management
Minnesota
+$6.3M
5
Morgan Stanley
Morgan Stanley
New York
+$5.99M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$19.5M
2
ACA
Aptus Capital Advisors
Alabama
-$15.3M
3
SWP
Stratos Wealth Partners
Ohio
-$15M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$11.4M
5
SG
Strid Group
Pennsylvania
-$6.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
26
Benjamin F. Edwards & Company
Missouri
$9.97M +$141K +5,502 +1%
CTC
27
Central Trust Company
Missouri
$9.9M +$518K +20,175 +6%
TF
28
TLWM Financial
Texas
$9.05M -$43.3K -1,686 -0.5%
GA
29
Gateway Advisory
New Jersey
$8.12M +$11.2K +436 +0.1%
ACM
30
Azimuth Capital Management
Michigan
$7.97M +$59K +2,300 +0.7%
PAG
31
Private Advisor Group
New Jersey
$7.8M -$575K -22,384 -7%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$7.28M -$72.5K -2,824 -1%
EWA
33
EP Wealth Advisors
California
$6.92M -$155K -6,054 -2%
FBB
34
Fulton Breakefield Broenniman
Maryland
$6.8M +$316K +12,294 +5%
ADL
35
Asset Dedication LLC
California
$6.71M +$757K +29,505 +13%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$6.51M +$1.26M +49,153 +24%
Stifel Financial
37
Stifel Financial
Missouri
$6.43M -$76.6K -2,983 -1%
SCG
38
Sonata Capital Group
Washington
$6.35M +$448K +17,444 +8%
SSB
39
Sandy Spring Bank
Maryland
$6.21M +$335K +13,060 +6%
SG
40
Strid Group
Pennsylvania
$6.07M -$6.12M – –
DE
41
Day & Ennis
Georgia
$5.93M -$352K -13,715 -6%
Mariner
42
Mariner
Kansas
$5.91M +$834K +32,481 +16%
PPWM
43
PFG Private Wealth Management
Florida
$5.41M -$2.06M -80,111 -28%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$5.27M +$515K +20,071 +11%
LWM
45
Lyell Wealth Management
California
$5.06M +$261K +10,155 +5%
UCFA
46
United Capital Financial Advisors
Texas
$5.05M -$806K -31,395 -14%
CCM
47
Cribstone Capital Management
Maine
$4.94M +$767K +29,889 +18%
KAS
48
Kestra Advisory Services
Texas
$4.91M -$134K -5,233 -3%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$4.77M +$189K +7,378 +4%
AF
50
Allworth Financial
California
$4.6M -$9.83K -383 -0.2%
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