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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295 hedge funds and large institutions have $1.67B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+10
Holders Change %
+3.51%
% of All Funds
4.72%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
40
Increased
109
Reduced
91
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$39.4M
2
AWM
AE Wealth Management
Kansas
+$30.7M
3
SAM
Simplify Asset Management
Nevada
+$20.2M
4
SVWAG
Sound View Wealth Advisors Group
Georgia
+$15.3M
5
APS
American Planning Services
Florida
+$13.5M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$29.9M
2
EWA
EP Wealth Advisors
California
-$29.1M
3
SWP
Stratos Wealth Partners
Ohio
-$19.1M
4
Morgan Stanley
Morgan Stanley
New York
-$13.7M
5
WCM
Windsor Capital Management
Arizona
-$9.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSAM
151
Blue Square Asset Management
New York
$1M -$861K – –
PFM
152
Phillips Financial Management
Indiana
$968K +$968K +38,432 New
KWA
153
KCS Wealth Advisory
California
$945K +$945K +37,520 New
WANY
154
Wealthspire Advisors (New York)
New York
$944K – – –
CIAS
155
CFS Investment Advisory Services
New Jersey
$921K -$6.02K -239 -0.6%
CTA
156
Chesley Taft & Associates
Illinois
$918K +$136K +5,400 +17%
TC
157
Trust Company
Kansas
$912K – – –
BC
158
Barrett & Company
Rhode Island
$907K +$58.6K +2,326 +7%
BAM
159
Belpointe Asset Management
Nevada
$880K -$690K -27,377 -44%
LMKC
160
L.M. Kohn & Company
Ohio
$880K +$880K +34,936 New
VA
161
Valmark Advisers
Ohio
$879K – – –
MSWM
162
McGlone Suttner Wealth Management
Wisconsin
$878K +$294K +11,682 +50%
CWA
163
Consilio Wealth Advisors
Washington
$846K +$3.9K +155 +0.5%
FNB
164
Farmers National Bank
Kentucky
$842K +$61.2K +2,429 +8%
FWMM
165
Foundation Wealth Management (Missouri)
Missouri
$835K -$877K – –
SFO
166
Stokes Family Office
Louisiana
$831K – – –
SAG
167
SageView Advisory Group
California
$825K +$17K +676 +2%
LNC
168
Lincoln National Corp
Pennsylvania
$812K – – –
AIM
169
Arcadia Investment Management
Michigan
$793K – – –
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$789K +$563K +22,349 +249%
MA
171
MONECO Advisors
Connecticut
$779K -$4.71K -187 -0.6%
SWM
172
Segment Wealth Management
Texas
$777K -$15.1K -600 -2%
MTWM
173
Masso Torrence Wealth Management
New Jersey
$763K – – –
Cerity Partners
174
Cerity Partners
New York
$761K +$252K +10,000 +50%
SI
175
Stephens Inc
Arkansas
$752K -$30.2K -1,200 -4%
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