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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151 hedge funds and large institutions have $644M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 80 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+29
Holders Change %
+23.77%
% of All Funds
2.98%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
38
Increased
80
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
MV Capital Management
Maryland
+$13.4M
2
CIM
Corda Investment Management
Texas
+$11.1M
3
TF
TLWM Financial
Texas
+$10M
4
Morgan Stanley
Morgan Stanley
New York
+$8.84M
5
CAI
Capital Advisors Inc
Oklahoma
+$8.2M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$10.5M
2
AL
Aspiriant LLC
California
-$3.16M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.66M
4
SWP
Stratos Wealth Partners
Ohio
-$2.46M
5
CA
Cetera Advisors
Colorado
-$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
76
HM Payson & Co
Maine
$1.11M – – –
B
77
Bellecapital
Switzerland
$1.1M +$326K +12,775 +42%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$1M +$638K +24,959 +175%
RCA
79
Resonant Capital Advisors
Wisconsin
$864K +$864K +33,816 New
FPS
80
Fieldpoint Private Securities
Connecticut
$859K – – –
VCM
81
Vivaldi Capital Management
Illinois
$814K -$18.7K -732 -2%
ACS
82
Archford Capital Strategies
Illinois
$810K +$109K +4,250 +15%
Wolverine Trading
83
Wolverine Trading
Illinois
$789K -$487K -19,054 -38%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$785K +$785K +30,683 New
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$716K +$106K +4,147 +17%
NC
86
NovaPoint Capital
Georgia
$687K +$687K +26,878 New
FMWA
87
Forvis Mazars Wealth Advisors
Missouri
$657K -$558K – –
BWM
88
BerganKDV Wealth Management
Minnesota
$653K +$300K +11,734 +85%
APA
89
American Portfolios Advisors
New York
$640K +$261K +10,200 +69%
PCP
90
Proficio Capital Partners
Massachusetts
$638K -$32.3K -1,265 -5%
PAS
91
Park Avenue Securities
New York
$598K +$215K +8,405 +56%
FTUS
92
Flow Traders U.S.
New York
$580K +$580K +22,682 New
AG
93
Advisor Group
Arizona
$553K +$189K +7,394 +52%
BPA
94
Beacon Pointe Advisors
California
$521K +$180K +7,068 +53%
BHB
95
Bank Hapoalim BM
Israel
$506K -$490K – –
TTWM
96
TCV Trust & Wealth Management
Virginia
$498K -$7.8K -305 -2%
OMC
97
Old Mission Capital
Illinois
$493K +$493K +19,272 New
BCM
98
Bluefin Capital Management
New York
$489K +$489K +19,119 New
CIA
99
Covington Investment Advisors
Pennsylvania
$471K +$3.76K +147 +0.8%
QCM
100
Quest Capital Management
Texas
$450K -$105K -4,092 -19%
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