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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174 hedge funds and large institutions have $806M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 92 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+9
Holders Change %
+5.45%
% of All Funds
3.52%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
23
Increased
92
Reduced
28
Closed
12
Calls
–
Puts
$397K
Net Calls
-$397K
Net Calls Change
-$397K

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$16.7M
2
TF
TLWM Financial
Texas
+$9.77M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.44M
4
BFEC
Benjamin F. Edwards & Company
Missouri
+$6.26M
5
US Bancorp
US Bancorp
Minnesota
+$5.9M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$11.8M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$10.4M
3
SWP
Stratos Wealth Partners
Ohio
-$9.66M
4
EWA
EP Wealth Advisors
California
-$7.96M
5
PAG
Private Advisor Group
New Jersey
-$7.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
101
Kovitz Investment Group Partners
Illinois
$631K +$631K +24,050 New
BWM
102
BerganKDV Wealth Management
Minnesota
$623K +$99.8K +3,802 +19%
AF
103
Arrow Financial
New York
$608K +$255K +9,726 +72%
PCG
104
Private Capital Group
Connecticut
$597K +$107K +4,073 +22%
CSPIA
105
Cary Street Partners Investment Advisory
Virginia
$592K +$592K +22,561 New
NG
106
Northstar Group
New York
$577K -$577K – –
RFC
107
Regions Financial Corp
Alabama
$572K +$19K +723 +3%
KCM
108
Kathmere Capital Management
Pennsylvania
$564K +$1.36K +52 +0.2%
ABC
109
Associated Banc-Corp
Wisconsin
$523K +$31.2K +1,190 +6%
PLFAM
110
Pineno Levin & Ford Asset Management
Virginia
$489K – – –
CIA
111
Covington Investment Advisors
Pennsylvania
$479K -$3.8K -145 -0.8%
MCM
112
Mattern Capital Management
Colorado
$470K +$10.4K +398 +2%
FNBOSM
113
First National Bank of South Miami
Florida
$470K +$38.5K +1,467 +9%
Deutsche Bank
114
Deutsche Bank
Germany
$442K +$70.5K +2,686 +19%
APP
115
Avantax Planning Partners
Iowa
$432K – – –
W
116
WealthOne
New York
$432K +$367 +14 +0.1%
SWM
117
Segment Wealth Management
Texas
$429K +$49.6K +1,890 +13%
NSB
118
Norway Savings Bank
Maine
$425K +$80.6K +3,075 +23%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$409K – – –
SWPG
120
Strategic Wealth Partners Group
Illinois
$377K +$133K +5,061 +54%
CAM
121
Claret Asset Management
Quebec, Canada
$371K – – –
MG
122
Mather Group
Illinois
$366K -$285K -10,861 -44%
TTWM
123
TCV Trust & Wealth Management
Virginia
$364K -$37.4K -1,425 -9%
PPP
124
Private Portfolio Partners
New Jersey
$357K – – –
HCM
125
Harvey Capital Management
Florida
$348K +$107K +4,093 +44%
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5
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