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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202 hedge funds and large institutions have $970M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 96 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+28
Holders Change %
+16.09%
% of All Funds
3.58%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.2%
New
36
Increased
96
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$32.3M
2
SIC
Sigma Investment Counselors
Michigan
+$11.6M
3
Bank of America
Bank of America
North Carolina
+$9.61M
4
TWA
Tillar-Wenstrup Advisors
Ohio
+$8.73M
5
PAG
Private Advisor Group
New Jersey
+$7.77M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$15.7M
2
SWP
Stratos Wealth Partners
Ohio
-$10.1M
3
FBB
Fulton Breakefield Broenniman
Maryland
-$1.38M
4
SG
Strid Group
Pennsylvania
-$1.02M
5
OMC
Old Mission Capital
Illinois
-$935K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
126
Segment Wealth Management
Texas
$481K +$51.1K +1,943 +12%
MCM
127
Mattern Capital Management
Colorado
$471K – – –
NSB
128
Norway Savings Bank
Maine
$465K +$39.9K +1,520 +9%
RFC
129
Regions Financial Corp
Alabama
$462K -$111K -4,215 -19%
W
130
WealthOne
New York
$449K +$15.7K +598 +4%
MIH
131
Meitav Investment House
Israel
$441K +$441K +16,863 New
APP
132
Avantax Planning Partners
Iowa
$438K +$5.86K +223 +1%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$409K – – –
Deutsche Bank
134
Deutsche Bank
Germany
$406K -$36.8K -1,400 -8%
CAM
135
Claret Asset Management
Quebec, Canada
$402K +$30.2K +1,150 +8%
FNB
136
Farmers National Bank
Kentucky
$388K +$388K +14,766 New
BHB
137
Bank Hapoalim BM
Israel
$386K -$444 – –
PPP
138
Private Portfolio Partners
New Jersey
$377K -$357K – –
HCM
139
Harvey Capital Management
Florida
$360K +$10.9K +414 +3%
MML Investors Services
140
MML Investors Services
Massachusetts
$349K +$13K +493 +4%
BMM
141
Buffington Mohr McNeal
Idaho
$347K – – –
SWPG
142
Strategic Wealth Partners Group
Illinois
$345K -$31.9K -1,214 -8%
SPIA
143
Steward Partners Investment Advisory
New York
$335K – – –
TNB
144
TCF National Bank
South Dakota
$328K – – –
IA
145
IFG Advisory
Georgia
$326K +$26.1K +995 +9%
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$321K – – –
TFS
147
Thoroughbred Financial Services
Tennessee
$321K – – –
RCA
148
Resonant Capital Advisors
Wisconsin
$302K – – –
W
149
WealthStone
Ohio
$301K – – –
SMC
150
Smith, Moore & Co
Missouri
$301K +$2.2K +84 +0.7%
4 5
6
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