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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201 hedge funds and large institutions have $1.19B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 95 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-1
Holders Change %
-0.5%
% of All Funds
3.53%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
18
Increased
95
Reduced
44
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
$210M
2
HighTower Advisors
HighTower Advisors
Illinois
$19.5M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$11.4M
4
UBS Group
UBS Group
Switzerland
$75.2M
5
Bank of America
Bank of America
North Carolina
$100M

Top Sellers

1
SWP
Stratos Wealth Partners
Ohio
$15M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
SG
Strid Group
Pennsylvania
$6.12M
4
MGIA
Matthew Goff Investment Advisor
Texas
$735K
5
AIA
Arcadia Investment Advisors
Idaho
$2.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
101
Wells Financial Advisors
Massachusetts
$1.03M – – –
NG
102
Northstar Group
New York
$1.02M -$878K – –
CA
103
Cetera Advisors
Colorado
$954K +$10.2K +394 +1%
BWM
104
BerganKDV Wealth Management
Minnesota
$937K +$177K +6,800 +23%
CSPAM
105
Cary Street Partners Asset Management
Virginia
$904K +$39.6K +1,524 +5%
MSFS
106
Main Street Financial Solutions
Pennsylvania
$877K +$114K +4,405 +15%
FPS
107
Fieldpoint Private Securities
Connecticut
$874K – – –
PCG
108
Private Capital Group
Connecticut
$845K – – –
BPA
109
Beacon Pointe Advisors
California
$798K -$161K -6,208 -17%
FNBOSM
110
First National Bank of South Miami
Florida
$787K – – –
SI
111
Stephens Inc
Arkansas
$776K – – –
William Blair & Company
112
William Blair & Company
Illinois
$770K – – –
BAM
113
Belpointe Asset Management
Nevada
$754K +$202K +7,750 +36%
LHC
114
Little House Capital
Massachusetts
$747K -$21.8K -838 -3%
MGIA
115
Matthew Goff Investment Advisor
Texas
$735K -$4.31M -165,718 -85%
KCA
116
Karn Couzens & Associates
Connecticut
$723K +$481K +18,500 +199%
VCM
117
Vivaldi Capital Management
Illinois
$702K – – –
MA
118
MONECO Advisors
Connecticut
$669K -$10.1K -388 -1%
RFC
119
Regions Financial Corp
Alabama
$666K +$172K +6,632 +35%
ST
120
Spinnaker Trust
Maine
$604K +$203K +7,786 +50%
MIH
121
Meitav Investment House
Israel
$598K -$10.8K -416 -2%
SPIA
122
Steward Partners Investment Advisory
New York
$581K -$61.9K -2,379 -10%
CHAM
123
Clear Harbor Asset Management
Connecticut
$575K +$107K +4,125 +23%
DZ Bank
124
DZ Bank
Germany
$562K – – –
CIA
125
Covington Investment Advisors
Pennsylvania
$554K +$7.8K +300 +1%
3 4
5
6 7