IBDO

iShares iBonds Dec 2023 Term Corporate ETF
IBDO

Overview Fund Activity
Delisted

IBDO was delisted on the 15th of December, 2023.

Back to rankings

151 hedge funds and large institutions have $644M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 80 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+29
Holders Change %
+23.77%
% of All Funds
2.98%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
38
Increased
80
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
MV Capital Management
Maryland
+$13.4M
2
CIM
Corda Investment Management
Texas
+$11.1M
3
TF
TLWM Financial
Texas
+$10M
4
Morgan Stanley
Morgan Stanley
New York
+$8.84M
5
CAI
Capital Advisors Inc
Oklahoma
+$8.2M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$10.5M
2
AL
Aspiriant LLC
California
-$3.16M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.66M
4
SWP
Stratos Wealth Partners
Ohio
-$2.46M
5
CA
Cetera Advisors
Colorado
-$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
126
IFG Advisory
Georgia
$223K -$14K -550 -6%
CF
127
Centaurus Financial
California
$197K +$197K +7,692 New
NSB
128
Norway Savings Bank
Maine
$181K +$32.7K +1,280 +22%
AC
129
AlphaCore Capital
California
$153K +$153K +5,969 New
CHAM
130
Clear Harbor Asset Management
Connecticut
$128K – – –
BEI
131
Benjamin Edwards Inc
Missouri
$118K +$2.97K +116 +3%
NFG
132
Next Financial Group
Texas
$105K – – –
KOCAA
133
Knights of Columbus Asset Advisors
Connecticut
$97K +$97K +3,784 New
PA
134
Parallel Advisors
California
$67K – – –
FHA
135
Flagship Harbor Advisors
Massachusetts
$61K – – –
ASN
136
Advisory Services Network
Georgia
$55K +$55K +2,170 New
TWA
137
TCI Wealth Advisors
Arizona
$51K – – –
SNT
138
Security National Trust
West Virginia
$51K – – –
CFGS
139
Concourse Financial Group Securities
Alabama
$51K +$28.1K +1,090 +123%
PB
140
Pinnacle Bancorp
Nebraska
$50K – – –
TCM
141
TD Capital Management
Tennessee
$50K +$481 +19 +1%
AF
142
Arrow Financial
New York
$35K +$35K +1,376 New
IA
143
IFP Advisors
Florida
$29K – – –
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$27K – – –
FWP
145
FAS Wealth Partners
Kansas
$26K +$26K +1,002 New
SFS
146
Sowell Financial Services
Arkansas
$23K -$22.4K -862 -49%
CAAS
147
Capital Asset Advisory Services
Michigan
$21K +$21K +800 New
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$19K +$19K +731 New
RG
149
Retirement Group
California
$19K +$19K +739 New
TF
150
TimeScale Financial
Massachusetts
$15K – – –
3 4 5
6
7