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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63 hedge funds and large institutions have $253M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+14
Holders Change %
+28.57%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
30
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$16.5M
2
Bank of America
Bank of America
North Carolina
+$14.9M
3
Wells Fargo
Wells Fargo
California
+$6.28M
4
BFEC
Benjamin F. Edwards & Company
Missouri
+$5.15M
5
NA
NewEdge Advisors
Louisiana
+$4.06M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$12.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.49M
3
PAG
Private Advisor Group
New Jersey
-$680K
4
BCM
Bluefin Capital Management
New York
-$408K
5
WGCA
Wolf Group Capital Advisors
Virginia
-$378K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
51
Segment Wealth Management
Texas
$237K +$237K +9,697 New
M&T Bank
52
M&T Bank
New York
$213K +$213K +8,717 New
AWM
53
Altium Wealth Management
New York
$202K -$206K – –
ACS
54
Archford Capital Strategies
Illinois
$165K +$165K +6,600 New
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$149K +$20.3K +830 +16%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$134K +$134K +5,479 New
AA
57
AlphaMark Advisors
Kentucky
$132K +$132K +5,400 New
APA
58
American Portfolios Advisors
New York
$111K +$111K +4,520 New
IA
59
IFP Advisors
Florida
$79K – – –
FGC
60
Financial Gravity Companies
Texas
$29K +$4.88K +200 +20%
FGAM
61
Financial Gravity Asset Management
Texas
$29K +$29K +1,189 New
LNB
62
Ledyard National Bank
$25K – – –
WAM
63
Wealthspire Advisors (Maryland)
Maryland
$10K – – –
GI
64
Gradient Investments
Minnesota
$8K -$12.8K -503 -61%
Citigroup
65
Citigroup
New York
$7K – – –
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7K +$7K +287 New
AG
67
Advisor Group
Arizona
$2K – – –
BlackRock
68
BlackRock
New York
$1K – – –
Jane Street
69
Jane Street
New York
– -$299K -11,912 Closed
SEI Investments
70
SEI Investments
Pennsylvania
– -$3K -121 Closed
SI
71
SII Investments
Wisconsin
– -$940K – –
FAAS
72
First Allied Advisory Services
California
– -$103K – –
LNC
73
Lincoln National Corp
Pennsylvania
– -$271K – –
BCM
74
Bluefin Capital Management
New York
– -$408K – –
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