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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297 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
4.68%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.27%
New
29
Increased
109
Reduced
114
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
$162M
2
Jane Street
Jane Street
New York
$18.5M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$12.7M
4
KTM
Keeler Thomas Management
Utah
$10.8M
5
ECM
Exchange Capital Management
Michigan
$11M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$42.8M
2
HighTower Advisors
HighTower Advisors
Illinois
$38M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$6.51M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.24M
5
SAM
Simplify Asset Management
Nevada
$2.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
101
Waterford Advisors
New York
$2.5M +$4.53K +179 +0.2%
PGAM
102
Princeton Global Asset Management
New Jersey
$2.47M -$89.6K -3,544 -3%
KNW
103
Kesler Norman & Wride
Utah
$2.44M -$10.9K -431 -0.4%
CSPAM
104
Cary Street Partners Asset Management
Virginia
$2.39M +$239K +9,444 +11%
ABC
105
Associated Banc-Corp
Wisconsin
$2.38M -$73.6K -2,910 -3%
EIA
106
Eldridge Investment Advisors
New Hampshire
$2.35M -$357K -14,121 -13%
WI
107
WrapManager Inc
California
$2.33M +$31.2K +1,235 +1%
KF
108
Krilogy Financial
Missouri
$2.3M +$61.1K +2,414 +3%
MMHP
109
Murphy Middleton Hinkle & Parker
Georgia
$2.24M -$188K -7,444 -8%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$2.19M +$2.19M +86,673 New
IA
111
IFP Advisors
Florida
$2.17M +$209K +8,256 +11%
FCA
112
FinTrust Capital Advisors
South Carolina
$2.11M – – –
SAM
113
Simplify Asset Management
Nevada
$2.1M -$20.2M -800,000 Closed
IWC
114
Integrated Wealth Concepts
Massachusetts
$2.02M -$109K -4,296 -5%
VVP
115
Venture Visionary Partners
Ohio
$1.94M -$1.87M – –
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$1.88M -$24.7K -977 -1%
DLCIG
117
D.L. Carlson Investment Group
New Hampshire
$1.84M +$1.84M +72,606 New
Deutsche Bank
118
Deutsche Bank
Germany
$1.83M +$1.36M +53,636 +288%
KFAA
119
Klaas Financial Asset Advisors
Illinois
$1.67M +$254K +10,028 +18%
RFC
120
Regions Financial Corp
Alabama
$1.66M -$353K -13,976 -18%
CSPIA
121
Cary Street Partners Investment Advisory
Virginia
$1.54M +$161K +6,354 +12%
WRPWM
122
Werba Rubin Papier Wealth Management
California
$1.51M -$48.7K -1,925 -3%
DADC
123
D.A. Davidson & Co
Montana
$1.49M -$143K -5,672 -9%
MCCP
124
Mission Creek Capital Partners
California
$1.47M -$627K -24,807 -30%
CCM
125
Coldstream Capital Management
Washington
$1.45M +$145K +5,747 +11%
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