IBDO

iShares iBonds Dec 2023 Term Corporate ETF
IBDO

Overview Fund Activity
Delisted

IBDO was delisted on the 15th of December, 2023.

Back to rankings

5 hedge funds and large institutions have $2.72M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 280 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
-282
Holders Change %
-98.26%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
3
Closed
280
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$148M
2
Morgan Stanley
Morgan Stanley
New York
-$63.1M
3
NA
NewEdge Advisors
Louisiana
-$51.4M
4
LPL Financial
LPL Financial
California
-$41.5M
5
Wells Fargo
Wells Fargo
California
-$40.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SVWAG
26
Sound View Wealth Advisors Group
Georgia
– -$13.8M -543,994 Closed
SAM
27
Summit Asset Management
Tennessee
– -$13.4M -526,777 Closed
Truist Financial
28
Truist Financial
North Carolina
– -$13.3M -525,876 Closed
Jane Street
29
Jane Street
New York
– -$13.3M -523,660 Closed
PSIWM
30
Paradigm Strategies in Wealth Management
Minnesota
– -$12.6M -498,577 Closed
WCM
31
Windsor Capital Management
Arizona
– -$12.4M -488,053 Closed
RA
32
Ruggaard & Associates
Ohio
– -$12M -474,954 Closed
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
– -$11.6M -458,772 Closed
IW
34
Instrumental Wealth
Florida
– -$11.3M -447,156 Closed
MA
35
MCF Advisors
Kentucky
– -$11.3M -444,234 Closed
ECM
36
Exchange Capital Management
Michigan
– -$11.1M -436,148 Closed
AF
37
Arrow Financial
New York
– -$11M -434,131 Closed
LIM
38
Leavell Investment Management
Alabama
– -$9.99M -393,714 Closed
CTC
39
Central Trust Company
Missouri
– -$9.79M -386,169 Closed
Renaissance Technologies
40
Renaissance Technologies
New York
– -$9.61M -378,961 Closed
EWA
41
EP Wealth Advisors
California
– -$9.57M -377,188 Closed
Creative Planning
42
Creative Planning
Kansas
– -$9.03M -356,223 Closed
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
– -$9M -354,998 Closed
MFWM
44
Motley Fool Wealth Management
Virginia
– -$8.91M -351,338 Closed
CIA
45
Capital Investment Advisors
Georgia
– -$8.47M -334,159 Closed
SG
46
Strid Group
Pennsylvania
– -$8.29M -326,765 Closed
Osaic Holdings
47
Osaic Holdings
Arizona
– -$8.17M -322,264 Closed
TF
48
TLWM Financial
Texas
– -$8.13M -320,555 Closed
ADL
49
Asset Dedication LLC
California
– -$7.74M -305,660 Closed
BPA
50
Beacon Pointe Advisors
California
– -$7.52M -296,717 Closed
1
2
3 4 5