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

201 hedge funds and large institutions have $1.19B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 95 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-1
Holders Change %
-0.5%
% of All Funds
3.53%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
18
Increased
95
Reduced
44
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$47.9M
2
HighTower Advisors
HighTower Advisors
Illinois
+$19.5M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$11.4M
4
UBS Group
UBS Group
Switzerland
+$7.32M
5
Bank of America
Bank of America
North Carolina
+$4.85M

Top Sellers

1
SWP
Stratos Wealth Partners
Ohio
-$13.6M
2
Citadel Advisors
Citadel Advisors
Florida
-$11.4M
3
SG
Strid Group
Pennsylvania
-$5.82M
4
MGIA
Matthew Goff Investment Advisor
Texas
-$4.31M
5
AIA
Arcadia Investment Advisors
Idaho
-$3.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
126
Thrivent Financial for Lutherans
Minnesota
$521K -$466K – –
CAM
127
Claret Asset Management
Quebec, Canada
$508K – – –
CCA
128
Childress Capital Advisors
Texas
$508K – – –
BMM
129
Buffington Mohr McNeal
Idaho
$496K – – –
BCPWM
130
Bradley & Co Private Wealth Management
Florida
$486K – – –
PLFAM
131
Pineno Levin & Ford Asset Management
Virginia
$484K – – –
RCAG
132
Rehmann Capital Advisory Group
Michigan
$483K +$69K +2,655 +17%
MCM
133
Mattern Capital Management
Colorado
$476K – – –
KCM
134
Kathmere Capital Management
Pennsylvania
$475K -$83.6K -3,213 -15%
PCIA
135
Prime Capital Investment Advisors
Kansas
$459K -$136K -5,217 -23%
SWM
136
Segment Wealth Management
Texas
$447K +$15.6K +600 +4%
W
137
WealthOne
New York
$445K +$260 +10 +0.1%
APP
138
Avantax Planning Partners
Iowa
$430K -$28.7K -1,102 -6%
NSB
139
Norway Savings Bank
Maine
$428K – – –
CWS
140
Cypress Wealth Services
California
$400K -$173K -6,662 -30%
GDP
141
Great Diamond Partners
Maine
$397K – – –
CGFA
142
Colton Groome Financial Advisors
North Carolina
$395K – – –
FNB
143
Farmers National Bank
Kentucky
$388K +$388K +14,766 New
IA
144
IFG Advisory
Georgia
$379K +$42.5K +1,636 +13%
PPP
145
Private Portfolio Partners
New Jersey
$373K -$374K – –
SWPG
146
Strategic Wealth Partners Group
Illinois
$369K +$369K +14,184 New
HNB
147
Huntington National Bank
Ohio
$362K – – –
CTA
148
Chesley Taft & Associates
Illinois
$353K +$41.6K +1,600 +13%
MML Investors Services
149
MML Investors Services
Massachusetts
$344K -$8.61K -331 -2%
DADC
150
D.A. Davidson & Co
Montana
$344K – – –
4 5
6
7 8