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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174 hedge funds and large institutions have $806M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 92 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+9
Holders Change %
+5.45%
% of All Funds
3.52%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
23
Increased
92
Reduced
28
Closed
12
Calls
–
Puts
$397K
Net Calls
-$397K
Net Calls Change
-$397K

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$16.7M
2
TF
TLWM Financial
Texas
+$9.77M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.44M
4
BFEC
Benjamin F. Edwards & Company
Missouri
+$6.26M
5
US Bancorp
US Bancorp
Minnesota
+$5.9M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$11.8M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$10.4M
3
SWP
Stratos Wealth Partners
Ohio
-$9.66M
4
EWA
EP Wealth Advisors
California
-$7.96M
5
PAG
Private Advisor Group
New Jersey
-$7.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$1.29M +$137K +5,206 +12%
Bank of New York Mellon
77
Bank of New York Mellon
New York
$1.26M +$153K +5,846 +14%
FAIM
78
Financial Advocates Investment Management
Washington
$1.22M -$61.2K -2,334 -5%
AWM
79
Alterna Wealth Management
Texas
$1.2M +$1.2M +45,790 New
B
80
Bellecapital
Switzerland
$1.15M +$39K +1,487 +3%
OMC
81
Old Mission Capital
Illinois
$1.15M -$997K -38,004 -46%
SFO
82
Stokes Family Office
Louisiana
$1.1M -$78.7K -3,000 -7%
BPA
83
Beacon Pointe Advisors
California
$1.1M -$114K -4,327 -9%
SG
84
Strid Group
Pennsylvania
$1.02M – – –
TC
85
Trust Company
Kansas
$972K +$972K +37,065 New
RCAG
86
Rehmann Capital Advisory Group
Michigan
$945K +$3.1K +118 +0.3%
QCM
87
Quest Capital Management
Texas
$918K +$298K +11,347 +48%
CA
88
Cetera Advisors
Colorado
$884K -$26.2K -1,000 -3%
DADC
89
D.A. Davidson & Co
Montana
$884K +$482K +18,398 +120%
FPS
90
Fieldpoint Private Securities
Connecticut
$881K – – –
CIM
91
Confluence Investment Management
Missouri
$880K -$5.8K -221 -0.7%
JLBC
92
J.L. Bainbridge & Co
Florida
$848K – – –
BRG
93
Bay Rivers Group
Virginia
$831K +$831K +31,690 New
NB
94
Northwest Bancshares
Pennsylvania
$822K +$178K +6,803 +28%
APA
95
American Portfolios Advisors
New York
$795K – – –
William Blair & Company
96
William Blair & Company
Illinois
$776K +$776K +29,600 New
PGAM
97
Princeton Global Asset Management
New Jersey
$758K +$216K +8,228 +40%
VCM
98
Vivaldi Capital Management
Illinois
$726K -$27.8K -1,060 -4%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$712K -$262 -10 -0%
MA
100
MONECO Advisors
Connecticut
$684K +$126K +4,803 +23%
2 3
4
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