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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202 hedge funds and large institutions have $970M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 96 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+28
Holders Change %
+16.09%
% of All Funds
3.58%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.2%
New
36
Increased
96
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$32.3M
2
SIC
Sigma Investment Counselors
Michigan
+$11.6M
3
Bank of America
Bank of America
North Carolina
+$9.61M
4
TWA
Tillar-Wenstrup Advisors
Ohio
+$8.73M
5
PAG
Private Advisor Group
New Jersey
+$7.77M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$15.7M
2
SWP
Stratos Wealth Partners
Ohio
-$10.1M
3
FBB
Fulton Breakefield Broenniman
Maryland
-$1.38M
4
SG
Strid Group
Pennsylvania
-$1.02M
5
OMC
Old Mission Capital
Illinois
-$935K
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
101
Money Concepts Capital
Florida
$928K +$928K +35,315 New
QCM
102
Quest Capital Management
Texas
$919K – – –
COCM
103
Charter Oak Capital Management
New Hampshire
$892K +$892K +33,950 New
CA
104
Cetera Advisors
Colorado
$886K – – –
FPS
105
Fieldpoint Private Securities
Connecticut
$883K – – –
APA
106
American Portfolios Advisors
New York
$846K +$49.9K +1,900 +6%
AF
107
Arrow Financial
New York
$825K +$217K +8,242 +36%
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$812K +$98.5K +3,746 +14%
CSPAM
109
Cary Street Partners Asset Management
Virginia
$796K +$796K +109,658 New
FNBOSM
110
First National Bank of South Miami
Florida
$791K +$320K +12,166 +68%
BWM
111
BerganKDV Wealth Management
Minnesota
$789K +$165K +6,301 +27%
William Blair & Company
112
William Blair & Company
Illinois
$778K – – –
VCM
113
Vivaldi Capital Management
Illinois
$728K – – –
PCG
114
Private Capital Group
Connecticut
$718K +$120K +4,564 +20%
KFAA
115
Klaas Financial Asset Advisors
Illinois
$695K +$695K +26,451 New
MA
116
MONECO Advisors
Connecticut
$685K +$525 +20 +0.1%
NG
117
Northstar Group
New York
$642K -$577K – –
Kovitz Investment Group Partners
118
Kovitz Investment Group Partners
Illinois
$606K -$26.3K -1,000 -4%
NB
119
Northwest Bancshares
Pennsylvania
$594K -$229K -8,725 -28%
KCM
120
Kathmere Capital Management
Pennsylvania
$592K +$26.7K +1,017 +5%
BAM
121
Belpointe Asset Management
Nevada
$573K +$573K +21,800 New
MSFS
122
Main Street Financial Solutions
Pennsylvania
$558K +$558K +21,230 New
CWS
123
Cypress Wealth Services
California
$557K +$557K +21,212 New
CIA
124
Covington Investment Advisors
Pennsylvania
$507K +$26.7K +1,015 +6%
PLFAM
125
Pineno Levin & Ford Asset Management
Virginia
$489K – – –
3 4
5
6 7