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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287 hedge funds and large institutions have $1.37B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 79 increasing their positions, 129 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-10
Holders Change %
-3.37%
% of All Funds
4.58%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.19%
New
29
Increased
79
Reduced
129
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
Summitry LLC
California
$31.1M
2
WCM
Windsor Capital Management
Arizona
$12.4M
3
EWA
EP Wealth Advisors
California
$9.57M
4
NA
NewEdge Advisors
Louisiana
$51.4M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$6.94M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
$6.22M
2
HighTower Advisors
HighTower Advisors
Illinois
$33.8M
3
Bank of America
Bank of America
North Carolina
$148M
4
AWM
AE Wealth Management
Kansas
$6M
5
CIM
Corda Investment Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
76
Praetorian Wealth Management
California
$3.71M -$290K -11,443 -7%
AF
77
Allworth Financial
California
$3.64M -$272K -10,717 -7%
KNW
78
Kesler Norman & Wride
Utah
$3.63M +$1.18M +46,600 +48%
PWS
79
Peloton Wealth Strategists
Indiana
$3.59M -$25.4K -1,000 -0.7%
VWMG
80
Virginia Wealth Management Group
Virginia
$3.41M +$162K +6,375 +5%
CSPIA
81
Cary Street Partners Investment Advisory
Virginia
$3.26M +$1.72M +67,660 +111%
LWM
82
Lyell Wealth Management
California
$3.23M -$424K -16,706 -12%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$3.04M +$841K +33,167 +38%
UCFA
84
United Capital Financial Advisors
Texas
$2.94M -$129K -5,076 -4%
ACM
85
Absolute Capital Management
Pennsylvania
$2.94M -$2.96M – –
HCM
86
Howland Capital Management
Massachusetts
$2.92M -$14.7K -580 -0.5%
ACS
87
Archford Capital Strategies
Illinois
$2.9M +$124K +4,887 +4%
HI
88
Harbour Investments
Wisconsin
$2.8M +$6.57K +259 +0.2%
LWANC
89
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.76M -$303K -11,967 -10%
IA
90
IFP Advisors
Florida
$2.64M +$462K +18,213 +21%
AI
91
Atria Investments
North Carolina
$2.62M -$2.99M – –
WI
92
WrapManager Inc
California
$2.56M +$226K +8,931 +10%
Deutsche Bank
93
Deutsche Bank
Germany
$2.5M +$669K +26,373 +37%
NG
94
Northstar Group
New York
$2.45M -$2.58M – –
WA
95
Waterford Advisors
New York
$2.45M -$59.3K -2,337 -2%
PGAM
96
Princeton Global Asset Management
New Jersey
$2.43M -$52.2K -2,059 -2%
KF
97
Krilogy Financial
Missouri
$2.38M +$70.8K +2,792 +3%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$2.36M -$10.4M -409,594 -81%
SSB
99
Sandy Spring Bank
Maryland
$2.34M -$838K -33,045 -26%
MMHP
100
Murphy Middleton Hinkle & Parker
Georgia
$2.18M -$66.8K -2,636 -3%
2 3
4
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