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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230 hedge funds and large institutions have $1.19B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+28
Holders Change %
+13.86%
% of All Funds
3.89%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.24%
New
43
Increased
91
Reduced
56
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$28.1M
2
HighTower Advisors
HighTower Advisors
Illinois
+$18.2M
3
NA
NewEdge Advisors
Louisiana
+$15.3M
4
Morgan Stanley
Morgan Stanley
New York
+$11.2M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$10.5M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
-$180M
2
CAI
Capital Advisors Inc
Oklahoma
-$38M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$21.9M
4
SWP
Stratos Wealth Partners
Ohio
-$17.1M
5
SG
Strid Group
Pennsylvania
-$7.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
151
Chesley Taft & Associates
Illinois
$503K +$104K +4,150 +26%
MCM
152
Mattern Capital Management
Colorado
$501K – – –
ASN
153
Advisory Services Network
Georgia
$476K +$111K +4,408 +30%
PHIC
154
Pine Haven Investment Counsel
Massachusetts
$474K +$35.2K +1,400 +8%
AWS
155
Atria Wealth Solutions
New York
$467K +$467K +18,621 New
OMC
156
Old Mission Capital
Illinois
$464K +$464K +18,507 New
KCM
157
Kathmere Capital Management
Pennsylvania
$461K +$903 +36 +0.2%
DWM
158
Dakota Wealth Management
Florida
$443K – – –
FNB
159
Farmers National Bank
Kentucky
$439K +$63.2K +2,519 +17%
CGFA
160
Colton Groome Financial Advisors
North Carolina
$432K – – –
W
161
WealthOne
New York
$430K +$226 +9 +0.1%
MML Investors Services
162
MML Investors Services
Massachusetts
$430K +$149K +5,922 +53%
APP
163
Avantax Planning Partners
Iowa
$420K – – –
SS
164
Sunbelt Securities
Texas
$408K -$73.8K -2,939 -15%
VCM
165
Vivaldi Capital Management
Illinois
$407K -$82.8K -3,299 -17%
NSB
166
Norway Savings Bank
Maine
$398K -$15K -600 -4%
EIA
167
Eldridge Investment Advisors
New Hampshire
$398K +$928 +37 +0.2%
MWM
168
Maltin Wealth Management
New Jersey
$392K +$392K +15,631 New
AFC
169
AFT Forsyth & Company
Florida
$391K – – –
AC
170
AlphaCore Capital
California
$390K +$220K +8,775 +130%
CA
171
Cetera Advisors
Colorado
$360K -$499K -19,892 -58%
AM
172
Atwater Malick
Pennsylvania
$358K +$20.1K +800 +6%
GDP
173
Great Diamond Partners
Maine
$355K -$28.6K -1,140 -7%
AAS
174
Ameritas Advisory Services
Nebraska
$355K -$15.2K -605 -4%
CWS
175
Cypress Wealth Services
California
$354K -$22.6K -900 -6%
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7
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