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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151 hedge funds and large institutions have $644M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 80 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+29
Holders Change %
+23.77%
% of All Funds
2.98%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
38
Increased
80
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
MV Capital Management
Maryland
+$13.4M
2
CIM
Corda Investment Management
Texas
+$11.1M
3
TF
TLWM Financial
Texas
+$10M
4
Morgan Stanley
Morgan Stanley
New York
+$8.84M
5
CAI
Capital Advisors Inc
Oklahoma
+$8.2M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$10.5M
2
AL
Aspiriant LLC
California
-$3.16M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.66M
4
SWP
Stratos Wealth Partners
Ohio
-$2.46M
5
CA
Cetera Advisors
Colorado
-$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
51
Fragasso Financial Advisors
Pennsylvania
$2.4M +$856K +33,473 +55%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$2.36M +$287K +11,245 +14%
AFIMH
53
American Family Insurance Mutual Holding
Wisconsin
$2.3M +$2.3M +90,100 New
WI
54
WrapManager Inc
California
$2.27M +$18.9K +740 +0.8%
LF
55
LifeSteps Financial
California
$2.17M +$2.17M +84,698 New
HFRG
56
Houlihan Financial Resource Group
Virginia
$2M +$2M +78,039 New
ADL
57
Asset Dedication LLC
California
$1.9M +$663K +25,978 +54%
FFIC
58
First Fiduciary Investment Counsel
Ohio
$1.85M +$1.24M +48,665 +204%
Truist Financial
59
Truist Financial
North Carolina
$1.83M +$1.83M +71,484 New
GPA
60
Guidance Point Advisors
Massachusetts
$1.77M +$1.24M +50,445 +233%
LWANC
61
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.72M +$234K +9,150 +16%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$1.71M +$261K +10,196 +18%
SCG
63
Sonata Capital Group
Washington
$1.54M +$624K +24,405 +68%
PWS
64
Peloton Wealth Strategists
Indiana
$1.52M +$320K +12,500 +27%
GGI
65
Godsey & Gibb Inc
Virginia
$1.48M +$1.48M +57,925 New
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$1.48M +$208K +8,146 +16%
ECM
67
Exchange Capital Management
Michigan
$1.34M -$92.1K -3,602 -6%
MA
68
MCF Advisors
Kentucky
$1.24M -$229K -8,956 -16%
BWA
69
Beam Wealth Advisors
Louisiana
$1.23M +$1.23M +48,057 New
CIM
70
Confluence Investment Management
Missouri
$1.22M +$8.41K +331 +0.7%
CA
71
Cetera Advisors
Colorado
$1.22M -$1.19M – –
FAIM
72
Financial Advocates Investment Management
Washington
$1.2M +$163K +6,361 +16%
LTFS
73
Ladenburg Thalmann Financial Services
Florida
$1.15M +$78.6K +3,077 +7%
SFO
74
Stokes Family Office
Louisiana
$1.15M +$1.15M +45,000 New
CCWA
75
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.14M +$368K +14,400 +47%
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