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

151 hedge funds and large institutions have $644M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 80 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+29
Holders Change %
+23.77%
% of All Funds
2.98%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
38
Increased
80
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
MV Capital Management
Maryland
+$13.4M
2
CIM
Corda Investment Management
Texas
+$11.1M
3
TF
TLWM Financial
Texas
+$10M
4
Morgan Stanley
Morgan Stanley
New York
+$8.84M
5
CAI
Capital Advisors Inc
Oklahoma
+$8.2M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$10.5M
2
AL
Aspiriant LLC
California
-$3.16M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.66M
4
SWP
Stratos Wealth Partners
Ohio
-$2.46M
5
CA
Cetera Advisors
Colorado
-$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
101
Dearborn Partners
Illinois
$446K +$111K +4,346 +33%
IWC
102
Integrated Wealth Concepts
Massachusetts
$446K +$220K +8,626 +98%
APP
103
Avantax Planning Partners
Iowa
$434K +$2.87K +112 +0.7%
WAS
104
Wealth Advisory Solutions
Indiana
$432K +$432K +16,920 New
MML Investors Services
105
MML Investors Services
Massachusetts
$421K +$125K +4,906 +42%
W
106
WealthOne
New York
$420K +$409 +16 +0.1%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$398K – – –
CWS
108
Cypress Wealth Services
California
$372K -$19.9K -780 -5%
DADC
109
D.A. Davidson & Co
Montana
$363K +$363K +14,190 New
BII
110
Bainco International Investors
Massachusetts
$361K +$51.2K +2,000 +17%
RJT
111
Raymond James Trust
Florida
$360K +$102K +4,006 +40%
SMC
112
Smith, Moore & Co
Missouri
$338K +$54.7K +2,138 +19%
KCM
113
Kathmere Capital Management
Pennsylvania
$335K +$335K +13,099 New
GI
114
Gradient Investments
Minnesota
$333K +$89.5K +3,501 +37%
PLFAM
115
Pineno Levin & Ford Asset Management
Virginia
$314K +$314K +12,290 New
BPWA
116
Beacon Pointe Wealth Advisors
California
$307K +$102K +3,981 +50%
TCCM
117
Timber Creek Capital Management
Massachusetts
$283K -$259K -10,160 -48%
WGCA
118
Wolf Group Capital Advisors
Virginia
$275K -$276K – –
RBC
119
Roble Belko & Company
Pennsylvania
$253K – – –
PG
120
Patten Group
Tennessee
$251K +$251K +9,805 New
CAM
121
Claret Asset Management
Quebec, Canada
$250K +$250K +9,800 New
SWM
122
Segment Wealth Management
Texas
$248K – – –
FCA
123
FinTrust Capital Advisors
South Carolina
$244K +$2.83K +111 +1%
CONA
124
Capital One National Association
New York
$234K +$234K +9,150 New
SPIA
125
Steward Partners Investment Advisory
New York
$228K -$1.02K -40 -0.4%
3 4
5
6 7