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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230 hedge funds and large institutions have $1.19B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+28
Holders Change %
+13.86%
% of All Funds
3.89%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.24%
New
43
Increased
91
Reduced
56
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$28.1M
2
HighTower Advisors
HighTower Advisors
Illinois
+$18.2M
3
NA
NewEdge Advisors
Louisiana
+$15.3M
4
Morgan Stanley
Morgan Stanley
New York
+$11.2M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$10.5M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
-$180M
2
CAI
Capital Advisors Inc
Oklahoma
-$38M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$21.9M
4
SWP
Stratos Wealth Partners
Ohio
-$17.1M
5
SG
Strid Group
Pennsylvania
-$7.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
101
Trust Company
Kansas
$1.46M – – –
BWM
102
BerganKDV Wealth Management
Minnesota
$1.43M +$348K +13,881 +32%
VWM
103
Valley Wealth Managers
New Jersey
$1.39M +$1.39M +55,444 New
IWC
104
Integrated Wealth Concepts
Massachusetts
$1.38M +$55.3K +2,205 +4%
CSPAM
105
Cary Street Partners Asset Management
Virginia
$1.22M +$107K +4,246 +10%
AMM
106
American Money Management
California
$1.15M +$276 +11 +0%
ECM
107
Exchange Capital Management
Michigan
$1.15M -$8.55K -341 -0.7%
APA
108
American Portfolios Advisors
New York
$1.13M +$6.02K +240 +0.5%
ACM
109
Absolute Capital Management
Pennsylvania
$1.12M +$1.12M +44,728 New
JLBC
110
J.L. Bainbridge & Co
Florida
$1.1M -$19.3K -771 -2%
AIM
111
Arcadia Investment Management
Michigan
$1.03M -$163K -6,500 -14%
BAM
112
Belpointe Asset Management
Nevada
$1.02M +$57.4K +2,285 +6%
Creative Planning
113
Creative Planning
Kansas
$993K +$993K +39,587 New
GVAG
114
Great Valley Advisor Group
Delaware
$987K +$987K +39,335 New
DWT
115
Dorsey & Whitney Trust
South Dakota
$968K +$622K +24,800 +180%
DSA
116
Droms Strauss Advisors
Missouri
$967K +$967K +38,554 New
KAS
117
Kestra Advisory Services
Texas
$934K -$19.8K -789 -2%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$934K +$908K +36,175 +3,485%
CIAS
119
CFS Investment Advisory Services
New Jersey
$892K -$21.9M -873,513 -96%
SFO
120
Stokes Family Office
Louisiana
$891K -$163K -6,500 -15%
SPIA
121
Steward Partners Investment Advisory
New York
$884K -$275K -10,965 -24%
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$864K +$32.4K +1,292 +4%
FPS
123
Fieldpoint Private Securities
Connecticut
$843K – – –
CWA
124
Consilio Wealth Advisors
Washington
$829K +$3.24K +129 +0.4%
CWA
125
Choice Wealth Advisors
Maine
$829K +$829K +33,022 New
3 4
5
6 7