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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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 %
BHB
151
Bank Hapoalim BM
Israel
$334K -$339K – –
BBW
152
Blue Barn Wealth
Utah
$321K +$26.2K +1,009 +9%
TFS
153
Thoroughbred Financial Services
Tennessee
$318K – – –
AIC
154
Ameritas Investment Company
Nebraska
$301K +$190K +7,292 +171%
RCA
155
Resonant Capital Advisors
Wisconsin
$299K – – –
CAN
156
Cetera Advisor Networks
California
$298K +$442 +17 +0.1%
AM
157
Atwater Malick
Pennsylvania
$293K +$30K +1,154 +11%
1SB
158
1ST Source Bank
Indiana
$284K – – –
4FG
159
4Thought Financial Group
New York
$281K +$103K +3,968 +58%
WCM
160
Windsor Capital Management
Arizona
$278K +$278K +10,713 New
HCM
161
Harvey Capital Management
Florida
$276K +$276K +10,621 New
PG
162
Patten Group
Tennessee
$268K +$15K +576 +6%
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$262K +$1.14K +44 +0.4%
FMWA
164
Forvis Mazars Wealth Advisors
Missouri
$260K -$261K – –
SMC
165
Smith, Moore & Co
Missouri
$260K +$1.12K +43 +0.4%
RBC
166
Roble Belko & Company
Pennsylvania
$257K – – –
FFA
167
Fragasso Financial Advisors
Pennsylvania
$254K -$31.8K -1,223 -11%
LWM
168
Laidlaw Wealth Management
New York
$248K – – –
TTWM
169
TCV Trust & Wealth Management
Virginia
$247K +$4.56K +175 +2%
WGCA
170
Wolf Group Capital Advisors
Virginia
$246K +$6.23K +240 +3%
KWM
171
Kingsview Wealth Management
Oregon
$243K – – –
BEI
172
Benjamin Edwards Inc
Missouri
$225K +$17.3K +668 +8%
LNC
173
Lincoln National Corp
Pennsylvania
$220K – – –
HB
174
Homrich & Berg
Georgia
$213K – – –
RJT
175
Raymond James Trust
Florida
$211K – – –
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7
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