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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287 hedge funds and large institutions have $1.37B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 79 increasing their positions, 129 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-10
Holders Change %
-3.37%
% of All Funds
4.58%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.19%
New
29
Increased
79
Reduced
129
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
Summitry LLC
California
+$12.6M
2
WCM
Windsor Capital Management
Arizona
+$12.4M
3
EWA
EP Wealth Advisors
California
+$9.52M
4
NA
NewEdge Advisors
Louisiana
+$6.39M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$5.63M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
-$157M
2
HighTower Advisors
HighTower Advisors
Illinois
-$38M
3
Bank of America
Bank of America
North Carolina
-$27.4M
4
AWM
AE Wealth Management
Kansas
-$20.1M
5
CIM
Corda Investment Management
Texas
-$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
126
Arcadia Investment Advisors
Idaho
$1.24M +$30K +1,182 +2%
VWM
127
Valley Wealth Managers
New Jersey
$1.2M -$124K -4,889 -9%
SWA
128
Sax Wealth Advisors
New Jersey
$1.19M -$113K -4,460 -9%
CSIA
129
Conrad Siegel Investment Advisors
Pennsylvania
$1.15M +$12.1K +477 +1%
AMM
130
American Money Management
California
$1.13M +$812 +32 +0.1%
PFM
131
Phillips Financial Management
Indiana
$1.13M +$178 +7 +0%
MCCA
132
Mill Creek Capital Advisors
Pennsylvania
$1.12M +$6.42K +253 +0.6%
MSWM
133
McGlone Suttner Wealth Management
Wisconsin
$1.11M +$1.73K +68 +0.2%
RWM
134
Ritholtz Wealth Management
New York
$1.06M -$165K -6,512 -13%
PA
135
PSI Advisors
Florida
$1.06M +$65.9K +2,600 +7%
EW
136
Element Wealth
Mississippi
$1.06M -$218K -8,599 -17%
Citadel Advisors
137
Citadel Advisors
Florida
$1.05M -$4.94M -194,908 -82%
JLBC
138
J.L. Bainbridge & Co
Florida
$1.04M -$16.9K -666 -2%
RSWM
139
Robertson Stephens Wealth Management
California
$1.04M -$1.03M – –
MML Investors Services
140
MML Investors Services
Massachusetts
$995K -$23K -907 -2%
FFIC
141
First Fiduciary Investment Counsel
Ohio
$992K -$16.1K -635 -2%
LMKC
142
L.M. Kohn & Company
Ohio
$983K -$88.5K -3,490 -8%
LNC
143
Lincoln National Corp
Pennsylvania
$950K -$13.6K -535 -1%
RFN
144
Redwood Financial Network
Ohio
$950K -$121K -4,753 -11%
CA
145
CGN Advisors
Kansas
$945K -$16.6K -654 -2%
BSAM
146
Blue Square Asset Management
New York
$945K +$945K +37,271 New
WANY
147
Wealthspire Advisors (New York)
New York
$944K – – –
BC
148
Barrett & Company
Rhode Island
$917K +$1.67K +66 +0.2%
NDSI
149
Newman Dignan & Sheerar Inc
Rhode Island
$908K -$71K -2,798 -7%
KPWS
150
Kestra Private Wealth Services
Texas
$901K +$498K +19,621 +123%
4 5
6
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