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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287 hedge funds and large institutions have $1.37B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 79 increasing their positions, 129 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-10
Holders Change %
-3.37%
% of All Funds
4.58%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.19%
New
29
Increased
79
Reduced
129
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
Summitry LLC
California
+$12.6M
2
WCM
Windsor Capital Management
Arizona
+$12.4M
3
EWA
EP Wealth Advisors
California
+$9.52M
4
NA
NewEdge Advisors
Louisiana
+$6.39M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$5.63M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
-$157M
2
HighTower Advisors
HighTower Advisors
Illinois
-$38M
3
Bank of America
Bank of America
North Carolina
-$27.4M
4
AWM
AE Wealth Management
Kansas
-$20.1M
5
CIM
Corda Investment Management
Texas
-$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSIWM
26
Paradigm Strategies in Wealth Management
Minnesota
$12.6M -$733K -28,923 -5%
WCM
27
Windsor Capital Management
Arizona
$12.4M +$12.4M +488,053 New
RA
28
Ruggaard & Associates
Ohio
$12M -$35.3K -1,391 -0.3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$11.6M -$106K -4,161 -0.9%
IW
30
Instrumental Wealth
Florida
$11.3M +$898K +35,453 +9%
BWFA
31
Baltimore-Washington Financial Advisors
Maryland
$11.3M -$11.5M – –
MA
32
MCF Advisors
Kentucky
$11.3M -$929K -36,642 -8%
ECM
33
Exchange Capital Management
Michigan
$11.1M -$3.8K -150 -0%
AF
34
Arrow Financial
New York
$11M +$1.68M +66,320 +18%
KTM
35
Keeler Thomas Management
Utah
$11M -$10.8M -415,565 Closed
LIM
36
Leavell Investment Management
Alabama
$9.99M -$3.07M -121,090 -24%
CTC
37
Central Trust Company
Missouri
$9.79M -$817K -32,235 -8%
Renaissance Technologies
38
Renaissance Technologies
New York
$9.61M +$3.85M +151,961 +67%
EWA
39
EP Wealth Advisors
California
$9.57M +$9.52M +375,322 +20,114%
SWP
40
Stratos Wealth Partners
Ohio
$9.51M -$10.5M – –
Creative Planning
41
Creative Planning
Kansas
$9.03M -$109K -4,305 -1%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$9M +$312K +12,308 +4%
MFWM
43
Motley Fool Wealth Management
Virginia
$8.91M +$320K +12,630 +4%
CIA
44
Capital Investment Advisors
Georgia
$8.47M -$7.94M -313,180 -48%
SG
45
Strid Group
Pennsylvania
$8.29M +$65.3K +2,576 +0.8%
Osaic Holdings
46
Osaic Holdings
Arizona
$8.17M -$2.99M -118,071 -27%
TF
47
TLWM Financial
Texas
$8.13M -$62.7K -2,471 -0.8%
ADL
48
Asset Dedication LLC
California
$7.74M -$110K -4,356 -1%
BPA
49
Beacon Pointe Advisors
California
$7.52M +$1.17M +46,053 +18%
JAG
50
Journey Advisory Group
Kentucky
$7.48M -$126K -4,978 -2%
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