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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202 hedge funds and large institutions have $970M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 96 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+28
Holders Change %
+16.09%
% of All Funds
3.58%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.2%
New
36
Increased
96
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$32.3M
2
SIC
Sigma Investment Counselors
Michigan
+$11.6M
3
Bank of America
Bank of America
North Carolina
+$9.61M
4
TWA
Tillar-Wenstrup Advisors
Ohio
+$8.73M
5
PAG
Private Advisor Group
New Jersey
+$7.77M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$15.7M
2
SWP
Stratos Wealth Partners
Ohio
-$10.1M
3
FBB
Fulton Breakefield Broenniman
Maryland
-$1.38M
4
SG
Strid Group
Pennsylvania
-$1.02M
5
OMC
Old Mission Capital
Illinois
-$935K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
51
Peloton Wealth Strategists
Indiana
$3.5M +$670K +25,500 +24%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$3.43M +$59.5K +2,266 +2%
AA
53
AlphaMark Advisors
Kentucky
$3.35M +$165K +6,295 +5%
PWM
54
Praetorian Wealth Management
California
$3.27M +$377K +14,354 +13%
SWMG
55
Signature Wealth Management Group
Georgia
$3.24M +$90.9K +3,462 +3%
IWC
56
Integrated Wealth Concepts
Massachusetts
$3.21M +$1.61M +61,323 +101%
AFIMH
57
American Family Insurance Mutual Holding
Wisconsin
$3.15M +$1.31M +50,000 +71%
MMHP
58
Murphy Middleton Hinkle & Parker
Georgia
$2.99M -$12.3K -468 -0.4%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$2.98M +$840K +31,974 +39%
Osaic Holdings
60
Osaic Holdings
Arizona
$2.94M +$295K +11,242 +11%
GGI
61
Godsey & Gibb Inc
Virginia
$2.68M -$17.2K -655 -0.6%
KF
62
Krilogy Financial
Missouri
$2.65M +$23K +877 +0.9%
CCWA
63
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.56M +$890K +33,866 +53%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$2.56M +$470K +17,880 +22%
FBB
65
Fulton Breakefield Broenniman
Maryland
$2.43M -$1.38M -52,487 -36%
FFIC
66
First Fiduciary Investment Counsel
Ohio
$2.42M +$267K +10,180 +12%
Jane Street
67
Jane Street
New York
$2.39M +$696K +26,482 +41%
NC
68
NovaPoint Capital
Georgia
$2.38M +$289K +10,982 +14%
GPA
69
Guidance Point Advisors
Massachusetts
$2.2M +$98.5K +3,751 +5%
MCCP
70
Mission Creek Capital Partners
California
$2.19M +$169K +6,432 +8%
Truist Financial
71
Truist Financial
North Carolina
$2.05M +$3.7K +141 +0.2%
WI
72
WrapManager Inc
California
$2M +$113K +4,317 +6%
LWANC
73
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.93M +$55.2K +2,100 +3%
ADL
74
Asset Dedication LLC
California
$1.78M -$51.1K -1,945 -3%
HPC
75
HM Payson & Co
Maine
$1.67M – – –
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