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 $1.22B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 92 increasing their positions, 54 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-10
Holders Change %
-4.72%
% of All Funds
3.2%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
20
Increased
92
Reduced
54
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GA
Gateway Advisory
New Jersey
+$18.6M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$16.9M
3
Bank of America
Bank of America
North Carolina
+$14.5M
4
US Bancorp
US Bancorp
Minnesota
+$2.42M
5
KF
Krilogy Financial
Missouri
+$2.22M

Top Sellers

1
TFA
Tobias Financial Advisors
Florida
-$20.9M
2
HighTower Advisors
HighTower Advisors
Illinois
-$19.3M
3
SWP
Stratos Wealth Partners
Ohio
-$17.1M
4
RJA
Raymond James & Associates
Florida
-$11M
5
ACA
Aptus Capital Advisors
Alabama
-$9.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCPWM
151
Bradley & Co Private Wealth Management
Florida
$377K -$128K -5,061 -25%
AAS
152
Ameritas Advisory Services
Nebraska
$373K +$73.2K +2,898 +24%
ASN
153
Advisory Services Network
Georgia
$368K +$16.5K +654 +5%
PPP
154
Private Portfolio Partners
New Jersey
$363K -$369K – –
DADC
155
D.A. Davidson & Co
Montana
$354K -$476K -18,834 -57%
JAG
156
Journey Advisory Group
Kentucky
$349K +$349K +13,789 New
DWT
157
Dorsey & Whitney Trust
South Dakota
$349K +$349K +13,800 New
SWM
158
Segment Wealth Management
Texas
$345K – – –
AM
159
Atwater Malick
Pennsylvania
$340K +$45K +1,782 +15%
BBW
160
Blue Barn Wealth
Utah
$328K +$13.6K +539 +4%
4FG
161
4Thought Financial Group
New York
$318K +$5.08K +201 +2%
CAN
162
Cetera Advisor Networks
California
$311K +$253 +10 +0.1%
TFS
163
Thoroughbred Financial Services
Tennessee
$309K – – –
SFA
164
Sequoia Financial Advisors
Ohio
$290K +$290K +11,458 New
CIBC Private Wealth Group
165
CIBC Private Wealth Group
Georgia
$288K – – –
MML Investors Services
166
MML Investors Services
Massachusetts
$283K -$5.2K -206 -2%
1SB
167
1ST Source Bank
Indiana
$277K – – –
HCM
168
Harvey Capital Management
Florida
$276K +$7.6K +301 +3%
RCA
169
Resonant Capital Advisors
Wisconsin
$270K – – –
BHB
170
Bank Hapoalim BM
Israel
$258K -$321K – –
SMC
171
Smith, Moore & Co
Missouri
$255K +$681 +27 +0.3%
RBC
172
Roble Belko & Company
Pennsylvania
$250K – – –
CPSC
173
Carl P. Sherr & Co
Massachusetts
$249K +$249K +9,860 New
TTWM
174
TCV Trust & Wealth Management
Virginia
$248K +$18.9K +750 +8%
LWM
175
Laidlaw Wealth Management
New York
$241K – – –
5 6
7
8 9