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 $970M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 96 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+28
Holders Change %
+16.09%
% of All Funds
3.58%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.2%
New
36
Increased
96
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$32.3M
2
SIC
Sigma Investment Counselors
Michigan
+$11.6M
3
Bank of America
Bank of America
North Carolina
+$9.61M
4
TWA
Tillar-Wenstrup Advisors
Ohio
+$8.73M
5
PAG
Private Advisor Group
New Jersey
+$7.77M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$15.7M
2
SWP
Stratos Wealth Partners
Ohio
-$10.1M
3
FBB
Fulton Breakefield Broenniman
Maryland
-$1.38M
4
SG
Strid Group
Pennsylvania
-$1.02M
5
OMC
Old Mission Capital
Illinois
-$935K
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
176
Pinnacle Bancorp
Nebraska
$117K +$25K +954 +27%
NFG
177
Next Financial Group
Texas
$107K – – –
VFA
178
Valeo Financial Advisors
Indiana
$96K +$96K +3,667 New
KOCAA
179
Knights of Columbus Asset Advisors
Connecticut
$84K – – –
RG
180
Retirement Group
California
$81K +$66.7K +2,563 +465%
CAAS
181
Capital Asset Advisory Services
Michigan
$80K +$58.9K +2,228 +279%
M
182
MOTCO
Texas
$77K +$77K +2,948 New
PWC
183
PYA Waltman Capital
Tennessee
$76K +$76K +2,880 New
PA
184
Parallel Advisors
California
$69K – – –
KPCM
185
Kings Point Capital Management
New York
$66K – – –
ASN
186
Advisory Services Network
Georgia
$59K -$80K -3,045 -58%
TWA
187
TCI Wealth Advisors
Arizona
$53K – – –
SNT
188
Security National Trust
West Virginia
$53K – – –
TCM
189
TD Capital Management
Tennessee
$53K +$393 +15 +0.7%
VNA
190
Valley National Advisers
Pennsylvania
$50K +$50K +1,908 New
CFGS
191
Concourse Financial Group Securities
Alabama
$47K -$4.53K -174 -9%
RIM
192
Rockbridge Investment Management
New York
$45K – – –
FRA
193
Front Row Advisors
California
$30K – – –
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$27K – – –
FWP
195
FAS Wealth Partners
Kansas
$27K +$210 +8 +0.8%
AWA
196
Arkadios Wealth Advisors
Georgia
$26K +$26K +1,000 New
SFS
197
Sowell Financial Services
Arkansas
$23K – – –
AWM
198
Avior Wealth Management
Nebraska
$15K – – –
OIA
199
Optimum Investment Advisors
Illinois
$12K – – –
JHCP
200
Jackson Hole Capital Partners
Oklahoma
$12K – – –
5 6 7
8
9