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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297 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
4.68%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.27%
New
29
Increased
109
Reduced
114
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
+$156M
2
Jane Street
Jane Street
New York
+$13.5M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$11.3M
4
KTM
Keeler Thomas Management
Utah
+$10.8M
5
ECM
Exchange Capital Management
Michigan
+$9.72M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$61.2M
2
HighTower Advisors
HighTower Advisors
Illinois
-$39.4M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$21.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.8M
5
SAM
Simplify Asset Management
Nevada
-$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
151
PSI Advisors
Florida
$995K +$834K +32,991 +521%
NDSI
152
Newman Dignan & Sheerar Inc
Rhode Island
$977K -$1.89M -74,629 -66%
LNC
153
Lincoln National Corp
Pennsylvania
$961K +$961K +37,989 New
CA
154
CGN Advisors
Kansas
$959K +$239K +9,434 +33%
WANY
155
Wealthspire Advisors (New York)
New York
$941K -$6.32K -250 -0.7%
BC
156
Barrett & Company
Rhode Island
$913K +$2.81K +111 +0.3%
BSAM
157
Blue Square Asset Management
New York
$910K -$1M – –
FNB
158
Farmers National Bank
Kentucky
$863K +$18.1K +717 +2%
CIAS
159
CFS Investment Advisory Services
New Jersey
$858K -$66K -2,611 -7%
CWA
160
Consilio Wealth Advisors
Washington
$856K +$7.36K +291 +0.9%
FWMM
161
Foundation Wealth Management (Missouri)
Missouri
$839K -$835K – –
SFO
162
Stokes Family Office
Louisiana
$835K – – –
FWM
163
Fairhaven Wealth Management
Illinois
$834K +$834K +32,971 New
ANTB
164
AMG National Trust Bank
Colorado
$829K +$552K +21,820 +199%
SAG
165
SageView Advisory Group
California
$826K -$2.4K -95 -0.3%
SS
166
Simplicity Solutions
Minnesota
$813K +$468K +18,494 +136%
TC
167
Trust Company
Kansas
$806K -$110K -4,354 -12%
B
168
Bellecapital
Switzerland
$796K -$945K -37,351 -54%
RBC
169
Roble Belko & Company
Pennsylvania
$790K +$60.2K +2,382 +8%
MA
170
MONECO Advisors
Connecticut
$779K -$3.31K -131 -0.4%
SWM
171
Segment Wealth Management
Texas
$766K -$14.9K -590 -2%
Cerity Partners
172
Cerity Partners
New York
$764K – – –
SI
173
Stephens Inc
Arkansas
$755K – – –
William Blair & Company
174
William Blair & Company
Illinois
$753K – – –
BAM
175
Belpointe Asset Management
Nevada
$752K -$132K -5,209 -15%
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