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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295 hedge funds and large institutions have $1.67B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+10
Holders Change %
+3.51%
% of All Funds
4.72%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
40
Increased
109
Reduced
91
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$39.4M
2
AWM
AE Wealth Management
Kansas
+$30.7M
3
SAM
Simplify Asset Management
Nevada
+$20.2M
4
SVWAG
Sound View Wealth Advisors Group
Georgia
+$15.3M
5
APS
American Planning Services
Florida
+$13.5M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$29.9M
2
EWA
EP Wealth Advisors
California
-$29.1M
3
SWP
Stratos Wealth Partners
Ohio
-$19.1M
4
Morgan Stanley
Morgan Stanley
New York
-$13.7M
5
WCM
Windsor Capital Management
Arizona
-$9.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPWM
51
PFG Private Wealth Management
Florida
$7.41M -$221K -8,768 -3%
ADL
52
Asset Dedication LLC
California
$7.26M +$225K +8,934 +3%
FBB
53
Fulton Breakefield Broenniman
Maryland
$7.08M -$22.4K -891 -0.3%
BPA
54
Beacon Pointe Advisors
California
$6.66M +$2.57M +102,094 +63%
AWS
55
Atria Wealth Solutions
New York
$6.54M +$6M +238,249 +1,124%
PAG
56
Private Advisor Group
New Jersey
$6.53M -$3.98M -158,157 -38%
HA
57
Hamel Associates
New Jersey
$6.49M +$231K +9,174 +4%
SCM
58
Seascape Capital Management
New Hampshire
$6.4M +$6.4M +253,896 New
SCG
59
Sonata Capital Group
Washington
$6.18M – – –
RWP
60
Reliant Wealth Planning
Kentucky
$6.14M -$220K -8,746 -3%
HFRG
61
Houlihan Financial Resource Group
Virginia
$6.13M +$590K +23,435 +11%
WP
62
WealthSource Partners
California
$5.87M +$702K +27,871 +14%
LB
63
Leo Brokerage
Texas
$5.81M +$5.81M +230,582 New
LWM
64
Lyell Wealth Management
California
$5.58M -$634K -25,155 -10%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$5.57M +$5.57M +220,962 New
BFEC
66
Benjamin F. Edwards & Company
Missouri
$5.5M -$2.9M -115,172 -35%
GRP
67
Global Retirement Partners
California
$5.47M +$5.45M +216,246 +22,644%
SC
68
Savant Capital
Illinois
$5.39M +$403K +15,996 +8%
ACM
69
Absolute Capital Management
Pennsylvania
$5.28M -$1.24M – –
MWM
70
MinichMacGregor Wealth Management
New York
$5.1M -$396K -15,711 -7%
Jane Street
71
Jane Street
New York
$5.02M -$1.47M -58,283 -23%
BWFA
72
Baltimore-Washington Financial Advisors
Maryland
$5M -$4.56M – –
Stifel Financial
73
Stifel Financial
Missouri
$4.95M +$18.2K +721 +0.4%
SWMG
74
Signature Wealth Management Group
Georgia
$4.86M +$139K +5,517 +3%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$4.73M -$394K -15,647 -8%
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