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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95 hedge funds and large institutions have $351M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+13
Holders Change %
+15.85%
% of All Funds
2.12%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.11%
New
25
Increased
39
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$11.6M
2
SIC
Sigma Investment Counselors
Michigan
+$5.75M
3
RFO
RiverGlades Family Offices
Florida
+$3.9M
4
VCM
Vivaldi Capital Management
Illinois
+$3.14M
5
CAI
Capital Advisors Inc
Oklahoma
+$2.53M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$14.2M
2
TF
TLWM Financial
Texas
-$6.61M
3
Morgan Stanley
Morgan Stanley
New York
-$4.76M
4
UCFA
United Capital Financial Advisors
Texas
-$2.81M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAFM
51
Mid Atlantic Financial Management
Pennsylvania
$685K +$685K +28,335 New
APP
52
Avantax Planning Partners
Iowa
$651K -$104K -4,306 -14%
BHB
53
Bank Hapoalim BM
Israel
$632K – – –
PCP
54
Proficio Capital Partners
Massachusetts
$629K +$338K +13,968 +116%
SB
55
Suntrust Banks
Georgia
$629K +$629K +26,112 New
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$551K +$92.4K +3,823 +20%
GPA
57
Guidance Point Advisors
Massachusetts
$516K +$516K +21,331 New
RWM
58
Ritholtz Wealth Management
New York
$498K – – –
AIA
59
Arcadia Investment Advisors
Idaho
$493K +$398K +16,455 +421%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$488K +$150K +6,182 +44%
GWA
61
Guidant Wealth Advisors
Illinois
$475K +$475K +19,671 New
TTWM
62
TCV Trust & Wealth Management
Virginia
$449K +$118K +4,875 +36%
ACS
63
Archford Capital Strategies
Illinois
$400K +$68.1K +2,813 +21%
LIM
64
Leavell Investment Management
Alabama
$390K – – –
BA
65
Boston Advisors
Massachusetts
$354K -$27.1K -1,122 -7%
WGCA
66
Wolf Group Capital Advisors
Virginia
$352K -$354K – –
CIA
67
Covington Investment Advisors
Pennsylvania
$335K +$335K +13,830 New
Baird Financial Group
68
Baird Financial Group
Wisconsin
$328K +$99.7K +4,126 +44%
PGAM
69
Princeton Global Asset Management
New Jersey
$305K +$305K +12,601 New
CWS
70
Cypress Wealth Services
California
$300K -$79.4K -3,285 -21%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$286K +$20.8K +860 +8%
BII
72
Bainco International Investors
Massachusetts
$282K -$109K -4,522 -28%
CA
73
Cetera Advisors
Colorado
$253K – – –
CIC
74
Carnegie Investment Counsel
Ohio
$243K +$243K +10,047 New
RBC
75
Roble Belko & Company
Pennsylvania
$239K – – –
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