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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160 hedge funds and large institutions have $667M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+9
Holders Change %
+5.96%
% of All Funds
3.53%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.27%
New
25
Increased
68
Reduced
37
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$11.1M
2
HighTower Advisors
HighTower Advisors
Illinois
+$11M
3
Morgan Stanley
Morgan Stanley
New York
+$8.49M
4
Jane Street
Jane Street
New York
+$6.05M
5
ACA
Aptus Capital Advisors
Alabama
+$6.03M

Top Sellers

1
TF
TLWM Financial
Texas
-$10M
2
TWA
Tillar-Wenstrup Advisors
Ohio
-$6.6M
3
SWP
Stratos Wealth Partners
Ohio
-$5.67M
4
Wells Fargo
Wells Fargo
California
-$5.31M
5
NA
NewEdge Advisors
Louisiana
-$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
126
Segment Wealth Management
Texas
$242K – – –
PG
127
Patten Group
Tennessee
$240K -$4.87K -195 -2%
COF
128
Capital One Financial
Virginia
$234K +$234K +9,350 New
SWPG
129
Strategic Wealth Partners Group
Illinois
$233K +$233K +9,303 New
SPIA
130
Steward Partners Investment Advisory
New York
$223K – – –
EIA
131
Eldridge Investment Advisors
New Hampshire
$212K +$212K +8,503 New
SFG
132
Sowa Financial Group
Rhode Island
$191K +$191K +7,625 New
AC
133
AlphaCore Capital
California
$150K +$700 +28 +0.5%
BEI
134
Benjamin Edwards Inc
Missouri
$122K +$7.26K +291 +6%
AF
135
Arrow Financial
New York
$103K +$68.7K +2,751 +200%
NFG
136
Next Financial Group
Texas
$100K -$2.34K -94 -2%
AIC
137
Ameritas Investment Company
Nebraska
$86K +$86K +3,443 New
KOCAA
138
Knights of Columbus Asset Advisors
Connecticut
$80K -$14.5K -579 -15%
PA
139
Parallel Advisors
California
$65K – – –
FHA
140
Flagship Harbor Advisors
Massachusetts
$59K – – –
ASN
141
Advisory Services Network
Georgia
$54K – – –
FNBOSM
142
First National Bank of South Miami
Florida
$54K +$54K +2,146 New
TWA
143
TCI Wealth Advisors
Arizona
$50K – – –
SNT
144
Security National Trust
West Virginia
$50K – – –
TCM
145
TD Capital Management
Tennessee
$50K +$227 +9 +0.5%
CFGS
146
Concourse Financial Group Securities
Alabama
$49K – – –
PB
147
Pinnacle Bancorp
Nebraska
$49K – – –
IA
148
IFP Advisors
Florida
$34K +$6.28K +255 +23%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$27K – – –
MWM
150
MBE Wealth Management
Wisconsin
$27K +$27K +1,086 New
3 4 5
6
7