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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297 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
4.68%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.27%
New
29
Increased
109
Reduced
114
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
$162M
2
Jane Street
Jane Street
New York
$18.5M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$12.7M
4
KTM
Keeler Thomas Management
Utah
$10.8M
5
ECM
Exchange Capital Management
Michigan
$11M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$42.8M
2
HighTower Advisors
HighTower Advisors
Illinois
$38M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$6.51M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.24M
5
SAM
Simplify Asset Management
Nevada
$2.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
76
Madden Advisory Services
Florida
$4.32M +$153K +6,047 +4%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$4.24M -$20.8M -821,641 -83%
SHFP
78
Second Half Financial Partners
Florida
$4.11M +$4.11M +162,692 New
OAJ
79
Ogorek Anthony Joseph
New York
$4.1M +$2.35M +92,961 +135%
PWM
80
Praetorian Wealth Management
California
$3.99M -$229K -9,042 -5%
AF
81
Allworth Financial
California
$3.9M -$294K -11,607 -7%
HH
82
Hilltop Holdings
Texas
$3.81M +$550K +21,743 +17%
LWM
83
Lyell Wealth Management
California
$3.64M -$1.96M -77,517 -35%
BFEC
84
Benjamin F. Edwards & Company
Missouri
$3.62M -$1.91M -75,327 -35%
PWS
85
Peloton Wealth Strategists
Indiana
$3.61M – – –
SWA
86
Stratos Wealth Advisors
Ohio
$3.41M -$2.62M – –
VW
87
Vance Wealth
California
$3.29M +$559K +22,114 +21%
Lido Advisors
88
Lido Advisors
California
$3.28M -$333K – –
VWMG
89
Virginia Wealth Management Group
Virginia
$3.24M +$54.1K +2,140 +2%
SPC
90
Sigma Planning Corp
Michigan
$3.19M +$36.3K +1,436 +1%
SSB
91
Sandy Spring Bank
Maryland
$3.17M -$642K -25,385 -17%
UCFA
92
United Capital Financial Advisors
Texas
$3.06M -$165K -6,507 -5%
LWANC
93
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.06M -$38.7K -1,531 -1%
AI
94
Atria Investments
North Carolina
$2.99M -$2.85M – –
ACM
95
Absolute Capital Management
Pennsylvania
$2.96M -$5.28M – –
HCM
96
Howland Capital Management
Massachusetts
$2.92M +$982K +38,813 +51%
HI
97
Harbour Investments
Wisconsin
$2.79M +$2.7M +106,581 +2,858%
ACS
98
Archford Capital Strategies
Illinois
$2.77M +$408K +16,136 +17%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$2.61M +$170K +6,738 +7%
NG
100
Northstar Group
New York
$2.58M -$2.97M – –
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