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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297 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
4.68%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.27%
New
29
Increased
109
Reduced
114
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
+$156M
2
Jane Street
Jane Street
New York
+$13.5M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$11.3M
4
KTM
Keeler Thomas Management
Utah
+$10.8M
5
ECM
Exchange Capital Management
Michigan
+$9.72M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$61.2M
2
HighTower Advisors
HighTower Advisors
Illinois
-$39.4M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$21.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.8M
5
SAM
Simplify Asset Management
Nevada
-$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
126
Financial Futures
New Jersey
$1.43M -$167K -6,608 -10%
CIA
127
Covington Investment Advisors
Pennsylvania
$1.41M +$23.8K +940 +2%
HIA
128
Harbor Investment Advisory
Maryland
$1.37M +$9.18K +363 +0.7%
CA
129
Cetera Advisors
Colorado
$1.35M +$22.8K +902 +2%
VWM
130
Valley Wealth Managers
New Jersey
$1.32M -$6.58K -260 -0.5%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$1.31M +$515K +20,355 +65%
SWA
132
Sax Wealth Advisors
New Jersey
$1.3M -$26.6K -1,051 -2%
EW
133
Element Wealth
Mississippi
$1.28M +$156K +6,182 +14%
RWM
134
Ritholtz Wealth Management
New York
$1.23M -$290K -11,467 -19%
BWM
135
BerganKDV Wealth Management
Minnesota
$1.22M -$164K -6,472 -12%
AIA
136
Arcadia Investment Advisors
Idaho
$1.21M -$62.3K -2,465 -5%
VA
137
Valmark Advisers
Ohio
$1.16M -$879K – –
CSIA
138
Conrad Siegel Investment Advisors
Pennsylvania
$1.14M +$791K +31,259 +229%
AMM
139
American Money Management
California
$1.13M -$64.4K -2,545 -5%
PFM
140
Phillips Financial Management
Indiana
$1.12M +$151K +5,959 +16%
MCCA
141
Mill Creek Capital Advisors
Pennsylvania
$1.12M – – –
MSWM
142
McGlone Suttner Wealth Management
Wisconsin
$1.11M +$228K +9,026 +26%
GVAG
143
Great Valley Advisor Group
Delaware
$1.09M +$4.48K +177 +0.4%
LMKC
144
L.M. Kohn & Company
Ohio
$1.07M +$185K +7,332 +21%
RFN
145
Redwood Financial Network
Ohio
$1.07M -$37.8K -1,494 -3%
JLBC
146
J.L. Bainbridge & Co
Florida
$1.05M -$16.8K -666 -2%
RSWM
147
Robertson Stephens Wealth Management
California
$1.03M -$1.03M – –
MML Investors Services
148
MML Investors Services
Massachusetts
$1.02M +$7.61K +301 +0.8%
FFIC
149
First Fiduciary Investment Counsel
Ohio
$1.01M -$22.5K -890 -2%
CTA
150
Chesley Taft & Associates
Illinois
$998K +$75.9K +3,000 +8%
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