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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122 hedge funds and large institutions have $503M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+6
Holders Change %
+5.17%
% of All Funds
2.68%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
17
Increased
64
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWA
Guidant Wealth Advisors
Illinois
+$7.28M
2
ACA
Aptus Capital Advisors
Alabama
+$5.42M
3
PAG
Private Advisor Group
New Jersey
+$5.14M
4
Wells Fargo
Wells Fargo
California
+$3.96M
5
Bank of America
Bank of America
North Carolina
+$3.68M

Top Sellers

1
Jane Street
Jane Street
New York
-$18M
2
HighTower Advisors
HighTower Advisors
Illinois
-$10.3M
3
TF
TLWM Financial
Texas
-$8.93M
4
AL
Aspiriant LLC
California
-$3.13M
5
OMC
Old Mission Capital
Illinois
-$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
51
MCF Advisors
Kentucky
$1.47M +$1.41K +55 +0.1%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$1.45M +$337K +13,178 +30%
RWM
53
Ritholtz Wealth Management
New York
$1.45M +$803K +31,350 +125%
ECM
54
Exchange Capital Management
Michigan
$1.44M +$38.5K +1,504 +3%
SB
55
Suntrust Banks
Georgia
$1.36M +$68.3K +2,833 +5%
Wolverine Trading
56
Wolverine Trading
Illinois
$1.28M +$1.02M +39,925 +400%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$1.27M +$411K +16,054 +48%
ADL
58
Asset Dedication LLC
California
$1.23M +$347K +13,632 +39%
CIM
59
Confluence Investment Management
Missouri
$1.22M -$8.48K -331 -0.7%
PWS
60
Peloton Wealth Strategists
Indiana
$1.2M +$243K +9,500 +25%
CA
61
Cetera Advisors
Colorado
$1.19M -$1.13M – –
HPC
62
HM Payson & Co
Maine
$1.11M – – –
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$1.07M +$29.9K +1,166 +3%
FAIM
64
Financial Advocates Investment Management
Washington
$1.04M -$16K -624 -2%
SCG
65
Sonata Capital Group
Washington
$920K +$374K +14,604 +68%
FPS
66
Fieldpoint Private Securities
Connecticut
$860K – – –
VCM
67
Vivaldi Capital Management
Illinois
$834K -$535K -20,898 -39%
PGAM
68
Princeton Global Asset Management
New Jersey
$786K +$466K +18,236 +146%
CCWA
69
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$777K +$292K +11,413 +60%
B
70
Bellecapital
Switzerland
$776K -$4.1K -160 -0.5%
ACS
71
Archford Capital Strategies
Illinois
$703K +$33.7K +1,315 +5%
PCP
72
Proficio Capital Partners
Massachusetts
$672K – – –
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$611K +$214K +8,369 +54%
FFIC
74
First Fiduciary Investment Counsel
Ohio
$611K +$312K +12,205 +104%
FMWA
75
Forvis Mazars Wealth Advisors
Missouri
$558K -$255K – –
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