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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295 hedge funds and large institutions have $1.67B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+10
Holders Change %
+3.51%
% of All Funds
4.72%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
40
Increased
109
Reduced
91
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$39.4M
2
AWM
AE Wealth Management
Kansas
+$30.7M
3
SAM
Simplify Asset Management
Nevada
+$20.2M
4
SVWAG
Sound View Wealth Advisors Group
Georgia
+$15.3M
5
APS
American Planning Services
Florida
+$13.5M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$29.9M
2
EWA
EP Wealth Advisors
California
-$29.1M
3
SWP
Stratos Wealth Partners
Ohio
-$19.1M
4
Morgan Stanley
Morgan Stanley
New York
-$13.7M
5
WCM
Windsor Capital Management
Arizona
-$9.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
101
Bank of New York Mellon
New York
$2.43M +$63K +2,500 +3%
MMHP
102
Murphy Middleton Hinkle & Parker
Georgia
$2.42M -$131K -5,188 -5%
Renaissance Technologies
103
Renaissance Technologies
New York
$2.36M -$50.6K -2,009 -2%
ACS
104
Archford Capital Strategies
Illinois
$2.35M -$109K -4,328 -4%
WI
105
WrapManager Inc
California
$2.29M +$154K +6,115 +7%
KF
106
Krilogy Financial
Missouri
$2.23M +$740K +29,372 +49%
CSPAM
107
Cary Street Partners Asset Management
Virginia
$2.14M +$591K +23,472 +38%
IWC
108
Integrated Wealth Concepts
Massachusetts
$2.12M +$760K +30,160 +56%
FCA
109
FinTrust Capital Advisors
South Carolina
$2.11M – – –
MCCP
110
Mission Creek Capital Partners
California
$2.09M -$121K -4,796 -5%
RFC
111
Regions Financial Corp
Alabama
$2M -$2.47K -98 -0.1%
HCM
112
Howland Capital Management
Massachusetts
$1.93M +$1.93M +76,781 New
BL
113
Balentine LLC
Georgia
$1.93M +$1.91M +75,725 +7,573%
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$1.89M -$3.94M -156,283 -68%
IA
115
IFP Advisors
Florida
$1.89M +$355K +14,624 +23%
VVP
116
Venture Visionary Partners
Ohio
$1.87M -$4.59M – –
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$1.85M -$337K -13,365 -15%
OAJ
118
Ogorek Anthony Joseph
New York
$1.74M +$1.74M +68,977 New
B
119
Bellecapital
Switzerland
$1.73M -$410K -16,271 -19%
DADC
120
D.A. Davidson & Co
Montana
$1.63M -$33.5K -1,329 -2%
FF
121
Financial Futures
New Jersey
$1.59M -$30.6K -1,214 -2%
WRPWM
122
Werba Rubin Papier Wealth Management
California
$1.55M +$6.12K +243 +0.4%
RWM
123
Ritholtz Wealth Management
New York
$1.51M -$204K -8,086 -12%
KFAA
124
Klaas Financial Asset Advisors
Illinois
$1.41M +$1.06M +42,003 +297%
CIA
125
Covington Investment Advisors
Pennsylvania
$1.38M +$538K +21,350 +64%
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