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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287 hedge funds and large institutions have $1.37B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 79 increasing their positions, 129 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-10
Holders Change %
-3.37%
% of All Funds
4.58%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.19%
New
29
Increased
79
Reduced
129
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
Summitry LLC
California
$31.1M
2
WCM
Windsor Capital Management
Arizona
$12.4M
3
EWA
EP Wealth Advisors
California
$9.57M
4
NA
NewEdge Advisors
Louisiana
$51.4M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$6.94M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
$6.22M
2
HighTower Advisors
HighTower Advisors
Illinois
$33.8M
3
Bank of America
Bank of America
North Carolina
$148M
4
AWM
AE Wealth Management
Kansas
$6M
5
CIM
Corda Investment Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
101
Simplify Asset Management
Nevada
$2.11M -$2.1M – –
ABC
102
Associated Banc-Corp
Wisconsin
$2.05M -$341K -13,429 -14%
Stifel Financial
103
Stifel Financial
Missouri
$2.02M -$2.55M -100,450 -56%
IWC
104
Integrated Wealth Concepts
Massachusetts
$1.99M -$26.8K -1,055 -1%
FCA
105
FinTrust Capital Advisors
South Carolina
$1.97M -$162K -6,387 -8%
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$1.96M +$1.96M +77,163 New
BFEC
107
Benjamin F. Edwards & Company
Missouri
$1.95M -$1.68M -66,136 -46%
VVP
108
Venture Visionary Partners
Ohio
$1.87M -$1.94M – –
DADC
109
D.A. Davidson & Co
Montana
$1.86M +$370K +14,597 +25%
KFAA
110
Klaas Financial Asset Advisors
Illinois
$1.86M +$183K +7,208 +11%
CSPAM
111
Cary Street Partners Asset Management
Virginia
$1.78M -$613K -24,183 -26%
RFC
112
Regions Financial Corp
Alabama
$1.61M -$47.9K -1,889 -3%
WRPWM
113
Werba Rubin Papier Wealth Management
California
$1.53M +$14.3K +564 +0.9%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$1.52M -$3.22M -126,822 -68%
CCM
115
Coldstream Capital Management
Washington
$1.49M +$43.1K +1,698 +3%
FF
116
Financial Futures
New Jersey
$1.46M +$31.1K +1,225 +2%
CIA
117
Covington Investment Advisors
Pennsylvania
$1.46M +$44.1K +1,740 +3%
ANTB
118
AMG National Trust Bank
Colorado
$1.43M +$602K +23,743 +72%
CA
119
Cetera Advisors
Colorado
$1.41M +$58.1K +2,292 +4%
SPC
120
Sigma Planning Corp
Michigan
$1.41M -$1.79M -70,665 -56%
HIA
121
Harbor Investment Advisory
Maryland
$1.37M -$4.29K -169 -0.3%
VW
122
Vance Wealth
California
$1.34M -$1.95M -76,955 -59%
VA
123
Valmark Advisers
Ohio
$1.32M -$1.16M – –
MCCP
124
Mission Creek Capital Partners
California
$1.3M -$175K -6,904 -12%
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$1.28M -$602K -23,757 -32%
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