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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174 hedge funds and large institutions have $806M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 92 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+9
Holders Change %
+5.45%
% of All Funds
3.52%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
23
Increased
92
Reduced
28
Closed
12
Calls
–
Puts
$397K
Net Calls
-$397K
Net Calls Change
-$397K

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$16.7M
2
TF
TLWM Financial
Texas
+$9.77M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.44M
4
BFEC
Benjamin F. Edwards & Company
Missouri
+$6.26M
5
US Bancorp
US Bancorp
Minnesota
+$5.9M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$11.8M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$10.4M
3
SWP
Stratos Wealth Partners
Ohio
-$9.66M
4
EWA
EP Wealth Advisors
California
-$7.96M
5
PAG
Private Advisor Group
New Jersey
-$7.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
51
Peloton Wealth Strategists
Indiana
$2.83M +$530K +20,200 +23%
HFRG
52
Houlihan Financial Resource Group
Virginia
$2.81M +$2.81M +107,050 New
GGI
53
Godsey & Gibb Inc
Virginia
$2.69M +$101K +3,850 +4%
SCG
54
Sonata Capital Group
Washington
$2.69M +$608K +23,187 +29%
Osaic Holdings
55
Osaic Holdings
Arizona
$2.64M +$428K +16,334 +19%
KF
56
Krilogy Financial
Missouri
$2.62M -$556K -21,201 -18%
FFIC
57
First Fiduciary Investment Counsel
Ohio
$2.15M +$12.6K +480 +0.6%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$2.14M +$365K +13,916 +21%
GPA
59
Guidance Point Advisors
Massachusetts
$2.1M -$254K -9,686 -11%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$2.09M +$416K +15,877 +25%
NC
61
NovaPoint Capital
Georgia
$2.08M +$658K +25,078 +46%
Truist Financial
62
Truist Financial
North Carolina
$2.04M +$138K +5,273 +7%
MCCP
63
Mission Creek Capital Partners
California
$2.02M +$2.02M +76,905 New
WI
64
WrapManager Inc
California
$1.89M +$236 +9 +0%
LWANC
65
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.87M -$2.62K -100 -0.1%
AFIMH
66
American Family Insurance Mutual Holding
Wisconsin
$1.84M -$527K -20,100 -22%
ADL
67
Asset Dedication LLC
California
$1.83M +$340K +12,991 +23%
Jane Street
68
Jane Street
New York
$1.69M +$319K +12,144 +23%
CCWA
69
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.67M +$15.4K +589 +0.9%
HPC
70
HM Payson & Co
Maine
$1.66M – – –
ACS
71
Archford Capital Strategies
Illinois
$1.6M +$190K +7,259 +13%
IWC
72
Integrated Wealth Concepts
Massachusetts
$1.6M +$192K +7,308 +14%
MA
73
MCF Advisors
Kentucky
$1.41M -$52.7K -2,009 -4%
BWA
74
Beam Wealth Advisors
Louisiana
$1.33M +$11.3K +429 +0.9%
ECM
75
Exchange Capital Management
Michigan
$1.29M -$3.67K -140 -0.3%
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