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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202 hedge funds and large institutions have $970M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 96 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+28
Holders Change %
+16.09%
% of All Funds
3.58%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.2%
New
36
Increased
96
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$32.3M
2
SIC
Sigma Investment Counselors
Michigan
+$11.6M
3
Bank of America
Bank of America
North Carolina
+$9.61M
4
TWA
Tillar-Wenstrup Advisors
Ohio
+$8.73M
5
PAG
Private Advisor Group
New Jersey
+$7.77M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$15.7M
2
SWP
Stratos Wealth Partners
Ohio
-$10.1M
3
FBB
Fulton Breakefield Broenniman
Maryland
-$1.38M
4
SG
Strid Group
Pennsylvania
-$1.02M
5
OMC
Old Mission Capital
Illinois
-$935K
Name Holding Trade Value Shares
Change 		Shares
Change %
ABC
76
Associated Banc-Corp
Wisconsin
$1.67M +$1.14M +43,484 +218%
B
77
Bellecapital
Switzerland
$1.64M +$487K +18,554 +42%
ACS
78
Archford Capital Strategies
Illinois
$1.59M -$8.58K -327 -0.5%
MA
79
MCF Advisors
Kentucky
$1.57M +$156K +5,939 +11%
FCA
80
FinTrust Capital Advisors
South Carolina
$1.45M +$145K +5,529 +11%
BRG
81
Bay Rivers Group
Virginia
$1.43M +$601K +22,883 +72%
SG
82
Strid Group
Pennsylvania
$1.39M -$1.02M – –
CIAS
83
CFS Investment Advisory Services
New Jersey
$1.31M +$1.31M +49,756 New
Bank of New York Mellon
84
Bank of New York Mellon
New York
$1.3M +$42K +1,599 +3%
ECM
85
Exchange Capital Management
Michigan
$1.29M – – –
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$1.26M -$35K -1,333 -3%
CA
87
CGN Advisors
Kansas
$1.23M +$1.23M +46,789 New
FAIM
88
Financial Advocates Investment Management
Washington
$1.23M +$499 +19 +0%
BWA
89
Beam Wealth Advisors
Louisiana
$1.14M -$188K -7,158 -14%
JLBC
90
J.L. Bainbridge & Co
Florida
$1.14M +$290K +11,022 +34%
RCAG
91
Rehmann Capital Advisory Group
Michigan
$1.11M +$166K +6,327 +18%
SFO
92
Stokes Family Office
Louisiana
$1.1M – – –
AWM
93
Alterna Wealth Management
Texas
$1.1M -$102K -3,880 -8%
BPA
94
Beacon Pointe Advisors
California
$1.08M -$17.5K -670 -2%
WFA
95
Wells Financial Advisors
Massachusetts
$1.06M +$1.06M +40,259 New
PGAM
96
Princeton Global Asset Management
New Jersey
$993K +$233K +8,878 +31%
DADC
97
D.A. Davidson & Co
Montana
$991K +$105K +4,000 +12%
Wolverine Trading
98
Wolverine Trading
Illinois
$982K +$982K +37,407 New
TC
99
Trust Company
Kansas
$974K – – –
CIM
100
Confluence Investment Management
Missouri
$932K +$50.6K +1,925 +6%
2 3
4
5 6