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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295 hedge funds and large institutions have $1.67B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+10
Holders Change %
+3.51%
% of All Funds
4.72%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
40
Increased
109
Reduced
91
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$39.4M
2
AWM
AE Wealth Management
Kansas
+$30.7M
3
SAM
Simplify Asset Management
Nevada
+$20.2M
4
SVWAG
Sound View Wealth Advisors Group
Georgia
+$15.3M
5
APS
American Planning Services
Florida
+$13.5M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$29.9M
2
EWA
EP Wealth Advisors
California
-$29.1M
3
SWP
Stratos Wealth Partners
Ohio
-$19.1M
4
Morgan Stanley
Morgan Stanley
New York
-$13.7M
5
WCM
Windsor Capital Management
Arizona
-$9.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHAM
76
Clear Harbor Asset Management
Connecticut
$4.68M -$2.54M – –
CCWA
77
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.25M +$1.07M +42,640 +34%
PWM
78
Praetorian Wealth Management
California
$4.2M -$310K -12,293 -7%
AF
79
Allworth Financial
California
$4.18M -$572K -22,693 -12%
MAS
80
Madden Advisory Services
Florida
$4.15M +$8.54K +339 +0.2%
DSA
81
Droms Strauss Advisors
Missouri
$4.07M +$529K +20,992 +15%
KAS
82
Kestra Advisory Services
Texas
$3.96M +$2.44M +96,954 +161%
SSB
83
Sandy Spring Bank
Maryland
$3.8M -$353K -13,994 -8%
PWS
84
Peloton Wealth Strategists
Indiana
$3.6M -$101K -4,000 -3%
HH
85
Hilltop Holdings
Texas
$3.25M +$2.01M +79,879 +162%
UCFA
86
United Capital Financial Advisors
Texas
$3.21M -$1.13M -44,791 -26%
VWMG
87
Virginia Wealth Management Group
Virginia
$3.18M +$115K +4,575 +4%
SPC
88
Sigma Planning Corp
Michigan
$3.15M +$140K +5,552 +5%
LWANC
89
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.08M +$4.53K +180 +0.1%
MSAM
90
Moloney Securities Asset Management
Missouri
$3M +$3M +118,997 New
NG
91
Northstar Group
New York
$2.97M -$2.87M – –
NDSI
92
Newman Dignan & Sheerar Inc
Rhode Island
$2.85M -$12.5K -498 -0.4%
AI
93
Atria Investments
North Carolina
$2.85M -$2.72M -108,690 Closed
VW
94
Vance Wealth
California
$2.72M +$698K +27,723 +35%
EIA
95
Eldridge Investment Advisors
New Hampshire
$2.7M +$87.2K +3,460 +3%
SWA
96
Stratos Wealth Advisors
Ohio
$2.62M -$660K – –
PGAM
97
Princeton Global Asset Management
New Jersey
$2.55M +$705K +28,000 +38%
WA
98
Waterford Advisors
New York
$2.49M -$3.17K -126 -0.1%
ABC
99
Associated Banc-Corp
Wisconsin
$2.45M -$16.6K -658 -0.7%
KNW
100
Kesler Norman & Wride
Utah
$2.44M -$1.4M -55,744 -36%
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