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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112 hedge funds and large institutions have $417M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+17
Holders Change %
+17.89%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
25
Increased
52
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$10.9M
2
Jane Street
Jane Street
New York
+$6.08M
3
LPL Financial
LPL Financial
California
+$4.64M
4
Morgan Stanley
Morgan Stanley
New York
+$3.89M
5
ACA
Aptus Capital Advisors
Alabama
+$3.53M

Top Sellers

1
CAI
Capital Advisors Inc
Oklahoma
-$20.9M
2
HighTower Advisors
HighTower Advisors
Illinois
-$14M
3
TF
TLWM Financial
Texas
-$7.03M
4
Stifel Financial
Stifel Financial
Missouri
-$5.36M
5
RFO
RiverGlades Family Offices
Florida
-$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
76
Quest Capital Management
Texas
$445K +$445K +17,814 New
CIA
77
Covington Investment Advisors
Pennsylvania
$443K +$97.2K +3,885 +28%
PWS
78
Peloton Wealth Strategists
Indiana
$413K +$413K +16,500 New
APP
79
Avantax Planning Partners
Iowa
$411K -$262K -10,476 -39%
RCAG
80
Rehmann Capital Advisory Group
Michigan
$400K +$400K +16,001 New
WGCA
81
Wolf Group Capital Advisors
Virginia
$364K -$352K – –
CA
82
Cetera Advisors
Colorado
$353K -$253K – –
BEI
83
Benjamin Edwards Inc
Missouri
$339K +$339K +13,571 New
Baird Financial Group
84
Baird Financial Group
Wisconsin
$326K -$13.6K -543 -4%
CCWA
85
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$318K +$318K +12,698 New
PGAM
86
Princeton Global Asset Management
New Jersey
$311K -$4.15K -166 -1%
CWS
87
Cypress Wealth Services
California
$311K +$25 +1 +0%
BII
88
Bainco International Investors
Massachusetts
$309K +$17K +680 +6%
SHCM
89
Stokes & Hubbell Capital Management
Louisiana
$265K +$265K +10,600 New
BWM
90
BerganKDV Wealth Management
Minnesota
$259K +$25.3K +1,013 +11%
RBC
91
Roble Belko & Company
Pennsylvania
$248K – – –
SMC
92
Smith, Moore & Co
Missouri
$248K +$248K +9,898 New
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$248K +$248K +9,903 New
SWM
94
Segment Wealth Management
Texas
$243K – – –
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$230K +$61.6K +2,460 +37%
BTS
96
BB&T Securities
Virginia
$226K +$226K +9,045 New
MAFM
97
Mid Atlantic Financial Management
Pennsylvania
$224K -$485K -19,385 -68%
AG
98
Advisor Group
Arizona
$223K +$173K +6,921 +343%
TWA
99
Tillar-Wenstrup Advisors
Ohio
$208K – – –
ATPW
100
Ashton Thomas Private Wealth
Arizona
$203K +$203K +8,124 New
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