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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297 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
4.68%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.27%
New
29
Increased
109
Reduced
114
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
$162M
2
Jane Street
Jane Street
New York
$18.5M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$12.7M
4
KTM
Keeler Thomas Management
Utah
$10.8M
5
ECM
Exchange Capital Management
Michigan
$11M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$42.8M
2
HighTower Advisors
HighTower Advisors
Illinois
$38M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$6.51M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.24M
5
SAM
Simplify Asset Management
Nevada
$2.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
51
Strid Group
Pennsylvania
$8.2M -$65.8K -2,602 -0.8%
TF
52
TLWM Financial
Texas
$8.17M -$94.1K -3,719 -1%
ADL
53
Asset Dedication LLC
California
$7.83M +$554K +21,944 +8%
PPWM
54
PFG Private Wealth Management
Florida
$7.74M +$298K +11,777 +4%
JAG
55
Journey Advisory Group
Kentucky
$7.59M -$3.19M -126,064 -30%
GRP
56
Global Retirement Partners
California
$7.08M +$1.59M +62,885 +29%
FBB
57
Fulton Breakefield Broenniman
Maryland
$6.88M -$230K -9,103 -3%
AWS
58
Atria Wealth Solutions
New York
$6.82M +$258K +10,190 +4%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$6.51M -$21.9M -865,687 -77%
LB
60
Leo Brokerage
Texas
$6.41M +$579K +22,901 +10%
HA
61
Hamel Associates
New Jersey
$6.41M -$111K -4,375 -2%
BPA
62
Beacon Pointe Advisors
California
$6.34M -$349K -13,790 -5%
PAG
63
Private Advisor Group
New Jersey
$6.28M -$280K -11,068 -4%
SCG
64
Sonata Capital Group
Washington
$6.17M -$31.6K -1,250 -0.5%
RWP
65
Reliant Wealth Planning
Kentucky
$6.12M -$38K -1,504 -0.6%
WP
66
WealthSource Partners
California
$6.08M +$187K +7,396 +3%
Citadel Advisors
67
Citadel Advisors
Florida
$5.98M +$5.98M +236,413 New
Renaissance Technologies
68
Renaissance Technologies
New York
$5.74M +$3.37M +133,409 +143%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$5.56M -$25K -990 -0.4%
SC
70
Savant Capital
Illinois
$5.37M -$42.7K -1,688 -0.8%
MWM
71
MinichMacGregor Wealth Management
New York
$5.18M -$5.1M -202,473 Closed
KAS
72
Kestra Advisory Services
Texas
$5.13M +$1.15M +45,573 +29%
SWMG
73
Signature Wealth Management Group
Georgia
$4.98M +$102K +4,014 +2%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$4.72M -$28K -1,107 -0.6%
Stifel Financial
75
Stifel Financial
Missouri
$4.56M -$409K -16,163 -8%
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