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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202 hedge funds and large institutions have $970M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 96 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+28
Holders Change %
+16.09%
% of All Funds
3.58%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.2%
New
36
Increased
96
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$32.3M
2
SIC
Sigma Investment Counselors
Michigan
+$11.6M
3
Bank of America
Bank of America
North Carolina
+$9.61M
4
TWA
Tillar-Wenstrup Advisors
Ohio
+$8.73M
5
PAG
Private Advisor Group
New Jersey
+$7.77M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$15.7M
2
SWP
Stratos Wealth Partners
Ohio
-$10.1M
3
FBB
Fulton Breakefield Broenniman
Maryland
-$1.38M
4
SG
Strid Group
Pennsylvania
-$1.02M
5
OMC
Old Mission Capital
Illinois
-$935K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$299K – – –
GDP
152
Great Diamond Partners
Maine
$289K -$9.97K -380 -3%
Susquehanna International Group
153
Susquehanna International Group
Pennsylvania
$288K +$288K +10,966 New
1SB
154
1ST Source Bank
Indiana
$287K +$287K +10,938 New
WGCA
155
Wolf Group Capital Advisors
Virginia
$283K – – –
SI
156
Stephens Inc
Arkansas
$281K – – –
PG
157
Patten Group
Tennessee
$278K – – –
CAN
158
Cetera Advisor Networks
California
$274K – – –
FMWA
159
Forvis Mazars Wealth Advisors
Missouri
$263K – – –
RBC
160
Roble Belko & Company
Pennsylvania
$260K – – –
LWM
161
Laidlaw Wealth Management
New York
$251K – – –
TTWM
162
TCV Trust & Wealth Management
Virginia
$247K -$118K -4,475 -32%
ST
163
Spinnaker Trust
Maine
$242K +$242K +9,243 New
CHAM
164
Clear Harbor Asset Management
Connecticut
$236K -$184K – –
CTA
165
Chesley Taft & Associates
Illinois
$235K +$235K +8,950 New
EFS
166
Essex Financial Services
Connecticut
$227K +$227K +8,652 New
OMC
167
Old Mission Capital
Illinois
$213K -$935K -35,714 -81%
RJT
168
Raymond James Trust
Florida
$213K – – –
EIA
169
Eldridge Investment Advisors
New Hampshire
$207K +$289 +11 +0.1%
BEI
170
Benjamin Edwards Inc
Missouri
$204K +$44.3K +1,690 +28%
SFG
171
Sowa Financial Group
Rhode Island
$200K – – –
TCCM
172
Timber Creek Capital Management
Massachusetts
$182K -$80.5K -3,075 -31%
AC
173
AlphaCore Capital
California
$161K +$1.18K +45 +0.7%
BII
174
Bainco International Investors
Massachusetts
$153K +$153K +5,820 New
BBHC
175
Brown Brothers Harriman & Co
New York
$133K +$133K +5,073 New
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7
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