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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174 hedge funds and large institutions have $806M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 92 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+9
Holders Change %
+5.45%
% of All Funds
3.52%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
23
Increased
92
Reduced
28
Closed
12
Calls
–
Puts
$397K
Net Calls
-$397K
Net Calls Change
-$397K

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$16.7M
2
TF
TLWM Financial
Texas
+$9.77M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.44M
4
BFEC
Benjamin F. Edwards & Company
Missouri
+$6.26M
5
US Bancorp
US Bancorp
Minnesota
+$5.9M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$11.8M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$10.4M
3
SWP
Stratos Wealth Partners
Ohio
-$9.66M
4
EWA
EP Wealth Advisors
California
-$7.96M
5
PAG
Private Advisor Group
New Jersey
-$7.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMM
126
Buffington Mohr McNeal
Idaho
$347K +$347K +13,220 New
MML Investors Services
127
MML Investors Services
Massachusetts
$335K -$7K -267 -2%
SPIA
128
Steward Partners Investment Advisory
New York
$334K +$99.8K +3,809 +43%
TNB
129
TCF National Bank
South Dakota
$328K +$328K +12,500 New
COF
130
Capital One Financial
Virginia
$324K – – –
TFS
131
Thoroughbred Financial Services
Tennessee
$321K – – –
RCA
132
Resonant Capital Advisors
Wisconsin
$302K +$99.9K +3,808 +49%
W
133
WealthStone
Ohio
$301K -$100K -3,815 -25%
IA
134
IFG Advisory
Georgia
$300K +$59.4K +2,266 +25%
SMC
135
Smith, Moore & Co
Missouri
$299K +$1.79K +68 +0.6%
CIBC Private Wealth Group
136
CIBC Private Wealth Group
Georgia
$299K +$299K +11,400 New
GDP
137
Great Diamond Partners
Maine
$298K +$298K +11,395 New
WGCA
138
Wolf Group Capital Advisors
Virginia
$283K – – –
SI
139
Stephens Inc
Arkansas
$280K +$280K +10,680 New
PG
140
Patten Group
Tennessee
$277K – – –
AFM
141
Andesa Financial Management
Pennsylvania
$275K +$275K +10,470 New
CAN
142
Cetera Advisor Networks
California
$273K +$73.4K +2,800 +37%
TCCM
143
Timber Creek Capital Management
Massachusetts
$263K -$7.87K -300 -3%
FMWA
144
Forvis Mazars Wealth Advisors
Missouri
$263K +$50.4K +1,918 +24%
RBC
145
Roble Belko & Company
Pennsylvania
$260K – – –
LWM
146
Laidlaw Wealth Management
New York
$250K +$250K +9,550 New
RJT
147
Raymond James Trust
Florida
$213K -$43.2K -1,645 -17%
EIA
148
Eldridge Investment Advisors
New Hampshire
$206K +$262 +10 +0.1%
CBFP
149
Cedar Brook Financial Partners
Ohio
$203K +$916 +35 +0.5%
SFG
150
Sowa Financial Group
Rhode Island
$200K – – –
4 5
6
7 8