IBDO

iShares iBonds Dec 2023 Term Corporate ETF
IBDO

Overview Fund Activity
Delisted

IBDO was delisted on the 15th of December, 2023.

Back to rankings

212 hedge funds and large institutions have $1.22B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+11
Holders Change %
+5.47%
% of All Funds
3.27%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
32
Increased
83
Reduced
59
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TFA
Tobias Financial Advisors
Florida
+$20.9M
2
Bank of America
Bank of America
North Carolina
+$7.58M
3
Ameriprise
Ameriprise
Minnesota
+$7.07M
4
PSIWM
Paradigm Strategies in Wealth Management
Minnesota
+$6.3M
5
Morgan Stanley
Morgan Stanley
New York
+$5.99M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$19.5M
2
ACA
Aptus Capital Advisors
Alabama
-$15.3M
3
SWP
Stratos Wealth Partners
Ohio
-$15M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$11.4M
5
SG
Strid Group
Pennsylvania
-$6.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
76
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.94M +$95K +3,700 +5%
VWMG
77
Virginia Wealth Management Group
Virginia
$1.89M +$1.89M +73,550 New
Truist Financial
78
Truist Financial
North Carolina
$1.84M +$71.8K +2,797 +4%
PGAM
79
Princeton Global Asset Management
New Jersey
$1.72M +$1.98K +77 +0.1%
CWA
80
Consilio Wealth Advisors
Washington
$1.69M +$1.69M +65,406 New
CA
81
CGN Advisors
Kansas
$1.64M +$137K +5,325 +9%
TC
82
Trust Company
Kansas
$1.49M +$25K +973 +2%
IWC
83
Integrated Wealth Concepts
Massachusetts
$1.45M -$106K -4,128 -7%
FIM
84
Freedom Investment Management
Connecticut
$1.4M -$1.14M -44,348 -45%
COCM
85
Charter Oak Capital Management
New Hampshire
$1.36M -$205 -8 -0%
AFIMH
86
American Family Insurance Mutual Holding
Wisconsin
$1.28M – – –
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$1.28M +$58K +2,260 +5%
ECM
88
Exchange Capital Management
Michigan
$1.21M +$9.81K +382 +0.8%
AIM
89
Arcadia Investment Management
Michigan
$1.2M – – –
AIA
90
Arcadia Investment Advisors
Idaho
$1.19M -$1.47M -57,381 -55%
AMM
91
American Money Management
California
$1.18M -$93.7K -3,650 -7%
NG
92
Northstar Group
New York
$1.16M -$1.02M – –
APA
93
American Portfolios Advisors
New York
$1.15M -$76.4K -2,975 -6%
JLBC
94
J.L. Bainbridge & Co
Florida
$1.14M +$19.8K +771 +2%
FAIM
95
Financial Advocates Investment Management
Washington
$1.13M -$45.5K -1,772 -4%
QCM
96
Quest Capital Management
Texas
$1.11M – – –
VNA
97
Valley National Advisers
Pennsylvania
$1.1M -$429K -16,731 -28%
CSPAM
98
Cary Street Partners Asset Management
Virginia
$1.08M +$191K +7,448 +21%
SFO
99
Stokes Family Office
Louisiana
$1.08M – – –
CIAS
100
CFS Investment Advisory Services
New Jersey
$1.05M -$36.5K -1,426 -3%
2 3
4
5 6