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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295 hedge funds and large institutions have $1.67B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+10
Holders Change %
+3.51%
% of All Funds
4.72%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
40
Increased
109
Reduced
91
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$39.4M
2
AWM
AE Wealth Management
Kansas
+$30.7M
3
SAM
Simplify Asset Management
Nevada
+$20.2M
4
SVWAG
Sound View Wealth Advisors Group
Georgia
+$15.3M
5
APS
American Planning Services
Florida
+$13.5M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$29.9M
2
EWA
EP Wealth Advisors
California
-$29.1M
3
SWP
Stratos Wealth Partners
Ohio
-$19.1M
4
Morgan Stanley
Morgan Stanley
New York
-$13.7M
5
WCM
Windsor Capital Management
Arizona
-$9.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
26
NovaPoint Capital
Georgia
$16.5M -$504 -20 -0%
CIA
27
Capital Investment Advisors
Georgia
$16.1M +$227K +8,997 +1%
Osaic Holdings
28
Osaic Holdings
Arizona
$16.1M +$2.06M +81,888 +15%
CTC
29
Central Trust Company
Missouri
$15.4M -$1.5M -59,352 -9%
SVWAG
30
Sound View Wealth Advisors Group
Georgia
$15.3M +$15.3M +605,799 New
SWP
31
Stratos Wealth Partners
Ohio
$14.9M -$19.1M – –
PSIWM
32
Paradigm Strategies in Wealth Management
Minnesota
$14M -$866K -34,368 -6%
LIM
33
Leavell Investment Management
Alabama
$13.8M +$360K +14,274 +3%
APS
34
American Planning Services
Florida
$13.5M +$13.5M +536,389 New
WCM
35
Windsor Capital Management
Arizona
$13.3M -$9.17M – –
SAM
36
Summit Asset Management
Tennessee
$12.8M +$488K +19,353 +4%
Truist Financial
37
Truist Financial
North Carolina
$12.6M +$411K +16,298 +3%
MA
38
MCF Advisors
Kentucky
$11.9M +$2.06M +81,765 +21%
RA
39
Ruggaard & Associates
Ohio
$11.7M +$11.7M +466,373 New
JAG
40
Journey Advisory Group
Kentucky
$10.7M +$10.3M +409,417 +2,455%
IW
41
Instrumental Wealth
Florida
$10.3M +$10.3M +408,854 New
GA
42
Gateway Advisory
New Jersey
$9.73M +$169K +6,722 +2%
KTM
43
Keeler Thomas Management
Utah
$9.6M -$2.77M – –
MFG
44
Merit Financial Group
Georgia
$9.04M -$450K -17,871 -5%
MFWM
45
Motley Fool Wealth Management
Virginia
$8.29M -$155K -6,152 -2%
SG
46
Strid Group
Pennsylvania
$8.23M +$8.23M +326,791 New
TF
47
TLWM Financial
Texas
$8.23M -$80.1K -3,178 -1%
AF
48
Arrow Financial
New York
$8.17M +$291K +11,566 +4%
Creative Planning
49
Creative Planning
Kansas
$7.76M +$2.94M +116,734 +61%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$7.52M +$1.27M +50,558 +20%
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