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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297 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
4.68%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.27%
New
29
Increased
109
Reduced
114
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
$162M
2
Jane Street
Jane Street
New York
$18.5M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$12.7M
4
KTM
Keeler Thomas Management
Utah
$10.8M
5
ECM
Exchange Capital Management
Michigan
$11M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$42.8M
2
HighTower Advisors
HighTower Advisors
Illinois
$38M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$6.51M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.24M
5
SAM
Simplify Asset Management
Nevada
$2.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
APS
26
American Planning Services
Florida
$15.2M +$1.6M +63,211 +12%
SVWAG
27
Sound View Wealth Advisors Group
Georgia
$14.3M -$997K -39,439 -7%
Truist Financial
28
Truist Financial
North Carolina
$14.2M +$1.56M +61,788 +12%
WCM
29
Windsor Capital Management
Arizona
$13.4M -$13.3M – –
NC
30
NovaPoint Capital
Georgia
$13.4M -$3.1M -122,627 -19%
PSIWM
31
Paradigm Strategies in Wealth Management
Minnesota
$13.3M -$667K -26,390 -5%
SAM
32
Summit Asset Management
Tennessee
$13.2M +$274K +10,840 +2%
LIM
33
Leavell Investment Management
Alabama
$13M -$785K -31,049 -6%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$12.7M +$11.3M +448,592 +831%
MA
35
MCF Advisors
Kentucky
$12.2M +$253K +9,991 +2%
RA
36
Ruggaard & Associates
Ohio
$12M +$252K +9,972 +2%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$11.7M +$693K +27,386 +6%
BWFA
38
Baltimore-Washington Financial Advisors
Maryland
$11.5M -$5M – –
Osaic Holdings
39
Osaic Holdings
Arizona
$11.1M -$5.04M -199,312 -31%
ECM
40
Exchange Capital Management
Michigan
$11M +$9.72M +384,428 +741%
KTM
41
Keeler Thomas Management
Utah
$10.8M +$10.8M +415,565 New
CCWA
42
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.8M +$6.54M +258,480 +153%
CTC
43
Central Trust Company
Missouri
$10.6M -$4.93M -194,860 -32%
SWP
44
Stratos Wealth Partners
Ohio
$10.5M -$14.9M – –
IW
45
Instrumental Wealth
Florida
$10.4M +$71.9K +2,849 +0.7%
EWA
46
EP Wealth Advisors
California
$9.64M -$9.37M -1,814 -49%
AF
47
Arrow Financial
New York
$9.3M +$1.1M +43,634 +13%
Creative Planning
48
Creative Planning
Kansas
$9.12M +$1.33M +52,544 +17%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$8.67M +$1.11M +44,012 +15%
MFWM
50
Motley Fool Wealth Management
Virginia
$8.56M +$248K +9,798 +3%
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