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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174 hedge funds and large institutions have $806M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 92 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+9
Holders Change %
+5.45%
% of All Funds
3.52%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
23
Increased
92
Reduced
28
Closed
12
Calls
–
Puts
$397K
Net Calls
-$397K
Net Calls Change
-$397K

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$16.7M
2
TF
TLWM Financial
Texas
+$9.77M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.44M
4
BFEC
Benjamin F. Edwards & Company
Missouri
+$6.26M
5
US Bancorp
US Bancorp
Minnesota
+$5.9M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$11.8M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$10.4M
3
SWP
Stratos Wealth Partners
Ohio
-$9.66M
4
EWA
EP Wealth Advisors
California
-$7.96M
5
PAG
Private Advisor Group
New Jersey
-$7.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHAM
151
Clear Harbor Asset Management
Connecticut
$184K – – –
BEI
152
Benjamin Edwards Inc
Missouri
$160K +$11.3K +432 +8%
AC
153
AlphaCore Capital
California
$159K +$942 +36 +0.6%
ASN
154
Advisory Services Network
Georgia
$139K +$139K +5,290 New
NFG
155
Next Financial Group
Texas
$107K +$107K +4,069 New
PB
156
Pinnacle Bancorp
Nebraska
$92K – – –
KOCAA
157
Knights of Columbus Asset Advisors
Connecticut
$84K – – –
PA
158
Parallel Advisors
California
$69K – – –
KPCM
159
Kings Point Capital Management
New York
$66K +$66K +2,516 New
FHA
160
Flagship Harbor Advisors
Massachusetts
$62K – – –
TCM
161
TD Capital Management
Tennessee
$53K +$317 +12 +0.6%
CFGS
162
Concourse Financial Group Securities
Alabama
$52K – – –
TWA
163
TCI Wealth Advisors
Arizona
$52K – – –
SNT
164
Security National Trust
West Virginia
$52K – – –
RIM
165
Rockbridge Investment Management
New York
$45K +$45K +1,716 New
FRA
166
Front Row Advisors
California
$30K +$26K +1,000 +645%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$27K – – –
FWP
168
FAS Wealth Partners
Kansas
$27K +$159 +6 +0.6%
SFS
169
Sowell Financial Services
Arkansas
$23K – – –
CAAS
170
Capital Asset Advisory Services
Michigan
$21K – – –
JPMorgan Chase & Co
171
JPMorgan Chase & Co
New York
$19K +$19K +740 New
AWM
172
Avior Wealth Management
Nebraska
$15K – – –
RG
173
Retirement Group
California
$14K +$76 +3 +0.5%
OIA
174
Optimum Investment Advisors
Illinois
$12K – – –
JHCP
175
Jackson Hole Capital Partners
Oklahoma
$12K – – –
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