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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212 hedge funds and large institutions have $1.22B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+11
Holders Change %
+5.47%
% of All Funds
3.27%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
32
Increased
83
Reduced
59
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TFA
Tobias Financial Advisors
Florida
+$20.9M
2
Bank of America
Bank of America
North Carolina
+$7.58M
3
Ameriprise
Ameriprise
Minnesota
+$7.07M
4
PSIWM
Paradigm Strategies in Wealth Management
Minnesota
+$6.3M
5
Morgan Stanley
Morgan Stanley
New York
+$5.99M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$19.5M
2
ACA
Aptus Capital Advisors
Alabama
-$15.3M
3
SWP
Stratos Wealth Partners
Ohio
-$15M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$11.4M
5
SG
Strid Group
Pennsylvania
-$6.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$258K – – –
FMWA
177
Forvis Mazars Wealth Advisors
Missouri
$257K -$260K – –
RBC
178
Roble Belko & Company
Pennsylvania
$254K – – –
LWM
179
Laidlaw Wealth Management
New York
$245K – – –
KWM
180
Kingsview Wealth Management
Oregon
$240K – – –
BEI
181
Benjamin Edwards Inc
Missouri
$236K +$13.2K +512 +6%
TTWM
182
TCV Trust & Wealth Management
Virginia
$233K -$10.3K -400 -4%
SC
183
Seldon Capital
California
$217K +$217K +8,468 New
WCM
184
Windsor Capital Management
Arizona
$216K -$58.2K -2,273 -21%
FPAS
185
Focus Partners Advisor Solutions
Missouri
$212K +$212K +8,262 New
HWM
186
HB Wealth Management
Georgia
$210K +$210K +8,176 New
RJT
187
Raymond James Trust
Florida
$208K – – –
WSTAM
188
Wilbanks Smith & Thomas Asset Management
Virginia
$205K +$205K +8,000 New
OHWP
189
Oak Harbor Wealth Partners
North Carolina
$178K +$178K +6,941 New
AC
190
AlphaCore Capital
California
$160K +$1.28K +50 +0.8%
CFCI
191
Comprehensive Financial Consultants Institutional
Indiana
$129K +$129K +5,078 New
PB
192
Pinnacle Bancorp
Nebraska
$115K – – –
RI
193
Rinkey Investments
California
$98K +$98K +3,850 New
NFG
194
Next Financial Group
Texas
$95K +$5.3K +206 +6%
KOCAA
195
Knights of Columbus Asset Advisors
Connecticut
$82K – – –
CAAS
196
Capital Asset Advisory Services
Michigan
$78K – – –
FRA
197
Front Row Advisors
California
$63K – – –
TCM
198
TD Capital Management
Tennessee
$53K +$411 +16 +0.8%
TC
199
TAP Consulting
Missouri
$53K +$53K +2,050 New
M
200
MOTCO
Texas
$51K -$25.1K -973 -33%
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