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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207 hedge funds and large institutions have $1.06B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 100 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+5
Holders Change %
+2.48%
% of All Funds
3.65%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
25
Increased
100
Reduced
51
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$42M
2
UBS Group
UBS Group
Switzerland
+$17.6M
3
RJA
Raymond James & Associates
Florida
+$12.3M
4
Morgan Stanley
Morgan Stanley
New York
+$7.41M
5
Bank of America
Bank of America
North Carolina
+$5.62M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$32.2M
2
TCOK
Trust Company of Kansas
Kansas
-$14.4M
3
CIA
Capital Investment Advisors
Georgia
-$12.8M
4
SWP
Stratos Wealth Partners
Ohio
-$11.2M
5
Jane Street
Jane Street
New York
-$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$902K -$349K -13,345 -28%
MCC
102
Money Concepts Capital
Florida
$900K -$22.9K -875 -2%
COCM
103
Charter Oak Capital Management
New Hampshire
$892K +$4.99K +191 +0.6%
CA
104
Cetera Advisors
Colorado
$881K – – –
AF
105
Arrow Financial
New York
$880K +$59K +2,257 +7%
FPS
106
Fieldpoint Private Securities
Connecticut
$878K – – –
CIM
107
Confluence Investment Management
Missouri
$852K -$75.3K -2,881 -8%
CSPAM
108
Cary Street Partners Asset Management
Virginia
$796K -$1.95K -268 -0.2%
FNBOSM
109
First National Bank of South Miami
Florida
$787K – – –
SI
110
Stephens Inc
Arkansas
$780K +$501K +19,175 +180%
William Blair & Company
111
William Blair & Company
Illinois
$774K – – –
NG
112
Northstar Group
New York
$771K -$642K – –
BWM
113
BerganKDV Wealth Management
Minnesota
$764K -$20.9K -800 -3%
VCM
114
Vivaldi Capital Management
Illinois
$723K – – –
MA
115
MONECO Advisors
Connecticut
$683K +$235 +9 +0%
KF
116
Krilogy Financial
Missouri
$682K -$1.95M -74,644 -74%
BMM
117
Buffington Mohr McNeal
Idaho
$615K +$269K +10,291 +78%
DZ Bank
118
DZ Bank
Germany
$562K +$562K +21,511 New
RCAG
119
Rehmann Capital Advisory Group
Michigan
$560K -$650K -22,741 -54%
KCM
120
Kathmere Capital Management
Pennsylvania
$560K -$28.7K -1,097 -5%
SPIA
121
Steward Partners Investment Advisory
New York
$552K +$219K +8,368 +66%
AIM
122
Arcadia Investment Management
Michigan
$551K +$551K +21,075 New
CIA
123
Covington Investment Advisors
Pennsylvania
$536K +$32.1K +1,230 +6%
CWS
124
Cypress Wealth Services
California
$535K -$19.6K -748 -4%
MSFS
125
Main Street Financial Solutions
Pennsylvania
$529K -$25.9K -992 -5%
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