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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230 hedge funds and large institutions have $1.19B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+28
Holders Change %
+13.86%
% of All Funds
3.89%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.24%
New
43
Increased
91
Reduced
56
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$147M
2
HighTower Advisors
HighTower Advisors
Illinois
$18.2M
3
NA
NewEdge Advisors
Louisiana
$15.3M
4
Morgan Stanley
Morgan Stanley
New York
$94M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$11.7M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
$0
2
CAI
Capital Advisors Inc
Oklahoma
$242K
3
CIAS
CFS Investment Advisory Services
New Jersey
$892K
4
SWP
Stratos Wealth Partners
Ohio
$17.8M
5
SG
Strid Group
Pennsylvania
$9.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
DE
51
Day & Ennis
Georgia
$5.67M +$2.16K +86 +0%
LWM
52
Lyell Wealth Management
California
$5.59M +$522K +20,816 +10%
MWM
53
MinichMacGregor Wealth Management
New York
$5.31M +$5.31M +211,669 New
ACIM
54
Azimuth Capital Investment Management
Michigan
$5.01M +$5.01M +199,600 New
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$5M -$190K -7,569 -4%
UCFA
56
United Capital Financial Advisors
Texas
$4.33M +$12.2K +486 +0.3%
PWM
57
Praetorian Wealth Management
California
$4.3M +$137K +5,464 +3%
Jane Street
58
Jane Street
New York
$4.21M -$162K -6,443 -4%
AF
59
Allworth Financial
California
$4.13M +$2.71K +108 +0.1%
HCA
60
Heck Capital Advisors
Wisconsin
$4.04M +$4.04M +161,174 New
PWS
61
Peloton Wealth Strategists
Indiana
$4.03M -$50.2K -2,000 -1%
MAS
62
Madden Advisory Services
Florida
$3.99M +$590K +23,499 +17%
KNW
63
Kesler Norman & Wride
Utah
$3.9M -$453K -18,066 -10%
SWMG
64
Signature Wealth Management Group
Georgia
$3.82M +$372K +14,813 +11%
GT
65
Glenview Trust
Kentucky
$3.72M +$3.72M +148,238 New
LC
66
Legacy CG
Texas
$3.35M +$11.8K +472 +0.4%
SCA
67
Snowden Capital Advisors
New York
$3.33M +$3.33M +132,655 New
CCWA
68
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.05M +$61.8K +2,463 +2%
KF
69
Krilogy Financial
Missouri
$3.02M +$815K +32,472 +37%
HPC
70
HM Payson & Co
Maine
$2.97M – – –
BRG
71
Bay Rivers Group
Virginia
$2.97M -$94K -3,748 -3%
RWM
72
Ritholtz Wealth Management
New York
$2.94M -$55.5K -2,213 -2%
FFIC
73
First Fiduciary Investment Counsel
Ohio
$2.89M -$67K -2,670 -2%
LWANC
74
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.84M +$615K +24,530 +28%
WS
75
Wedbush Securities
California
$2.66M +$364K +14,500 +16%
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