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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207 hedge funds and large institutions have $1.06B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 100 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+5
Holders Change %
+2.48%
% of All Funds
3.65%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
25
Increased
100
Reduced
51
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$42M
2
UBS Group
UBS Group
Switzerland
+$17.6M
3
RJA
Raymond James & Associates
Florida
+$12.3M
4
Morgan Stanley
Morgan Stanley
New York
+$7.41M
5
Bank of America
Bank of America
North Carolina
+$5.62M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$32.2M
2
TCOK
Trust Company of Kansas
Kansas
-$14.4M
3
CIA
Capital Investment Advisors
Georgia
-$12.8M
4
SWP
Stratos Wealth Partners
Ohio
-$11.2M
5
Jane Street
Jane Street
New York
-$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
126
Childress Capital Advisors
Texas
$511K +$511K +19,552 New
CAM
127
Claret Asset Management
Quebec, Canada
$510K +$111K +4,230 +28%
BAM
128
Belpointe Asset Management
Nevada
$492K -$78.4K -2,995 -14%
RFC
129
Regions Financial Corp
Alabama
$489K +$29.2K +1,117 +6%
BCPWM
130
Bradley & Co Private Wealth Management
Florida
$489K +$489K +18,715 New
PLFAM
131
Pineno Levin & Ford Asset Management
Virginia
$487K – – –
MCM
132
Mattern Capital Management
Colorado
$479K +$10K +383 +2%
NSB
133
Norway Savings Bank
Maine
$466K +$2.61K +100 +0.6%
APP
134
Avantax Planning Partners
Iowa
$457K +$20.9K +800 +5%
Wolverine Trading
135
Wolverine Trading
Illinois
$456K -$522K -19,960 -53%
W
136
WealthOne
New York
$447K +$209 +8 +0%
SWM
137
Segment Wealth Management
Texas
$439K -$39.6K -1,515 -8%
BEI
138
Benjamin Edwards Inc
Missouri
$433K +$230K +8,776 +113%
CHAM
139
Clear Harbor Asset Management
Connecticut
$415K +$415K +15,875 New
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$407K – – –
CGFA
141
Colton Groome Financial Advisors
North Carolina
$397K +$397K +15,200 New
BHB
142
Bank Hapoalim BM
Israel
$378K -$386K – –
PPP
143
Private Portfolio Partners
New Jersey
$375K -$377K – –
HCM
144
Harvey Capital Management
Florida
$358K +$26 +1 +0%
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
$351K -$321K – –
SWPG
146
Strategic Wealth Partners Group
Illinois
$349K +$4.97K +190 +1%
MML Investors Services
147
MML Investors Services
Massachusetts
$346K -$836 -32 -0.2%
Deutsche Bank
148
Deutsche Bank
Germany
$329K -$74.7K -2,858 -18%
TNB
149
TCF National Bank
South Dakota
$327K – – –
TFS
150
Thoroughbred Financial Services
Tennessee
$319K – – –
4 5
6
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