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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287 hedge funds and large institutions have $1.37B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 79 increasing their positions, 129 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-10
Holders Change %
-3.37%
% of All Funds
4.58%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.19%
New
29
Increased
79
Reduced
129
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
Summitry LLC
California
$31.1M
2
WCM
Windsor Capital Management
Arizona
$12.4M
3
EWA
EP Wealth Advisors
California
$9.57M
4
NA
NewEdge Advisors
Louisiana
$51.4M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$6.94M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
$6.22M
2
HighTower Advisors
HighTower Advisors
Illinois
$33.8M
3
Bank of America
Bank of America
North Carolina
$148M
4
AWM
AE Wealth Management
Kansas
$6M
5
CIM
Corda Investment Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$7.32M +$484K +19,090 +7%
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.31M -$3.52M -138,985 -33%
GRP
53
Global Retirement Partners
California
$7.26M +$180K +7,109 +3%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$6.94M +$5.63M +221,858 +429%
FBB
55
Fulton Breakefield Broenniman
Maryland
$6.6M -$297K -11,727 -4%
RWP
56
Reliant Wealth Planning
Kentucky
$6.36M +$215K +8,463 +3%
HA
57
Hamel Associates
New Jersey
$6.32M -$105K -4,139 -2%
HFRG
58
Houlihan Financial Resource Group
Virginia
$6.22M -$157M -6,192,088 -96%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$6.13M -$397K -15,673 -6%
PAG
60
Private Advisor Group
New Jersey
$6.06M -$234K -9,225 -4%
AWM
61
AE Wealth Management
Kansas
$6M -$20.1M -793,621 -77%
SCG
62
Sonata Capital Group
Washington
$6M -$184K -7,270 -3%
WP
63
WealthSource Partners
California
$5.93M -$166K -6,527 -3%
PPWM
64
PFG Private Wealth Management
Florida
$5.91M -$1.85M -73,047 -24%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$5.84M +$1.59M +62,768 +37%
MAS
66
Madden Advisory Services
Florida
$5.63M +$1.3M +51,385 +30%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$5.58M +$4.31K +170 +0.1%
KAS
68
Kestra Advisory Services
Texas
$5.36M +$212K +8,366 +4%
MWM
69
MinichMacGregor Wealth Management
New York
$5.2M -$5.18M – –
SC
70
Savant Capital
Illinois
$5.18M -$203K -8,005 -4%
Lido Advisors
71
Lido Advisors
California
$5.11M -$3.28M – –
SWA
72
Stratos Wealth Advisors
Ohio
$4.97M -$3.41M – –
Bank of New York Mellon
73
Bank of New York Mellon
New York
$4.54M +$1.93M +76,093 +74%
HH
74
Hilltop Holdings
Texas
$4.18M +$353K +13,909 +9%
OAJ
75
Ogorek Anthony Joseph
New York
$4.1M -$4.72K -186 -0.1%
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