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 $1.22B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 92 increasing their positions, 54 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-10
Holders Change %
-4.72%
% of All Funds
3.2%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
20
Increased
92
Reduced
54
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GA
Gateway Advisory
New Jersey
+$18.6M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$16.9M
3
Bank of America
Bank of America
North Carolina
+$14.5M
4
US Bancorp
US Bancorp
Minnesota
+$2.42M
5
KF
Krilogy Financial
Missouri
+$2.22M

Top Sellers

1
TFA
Tobias Financial Advisors
Florida
-$20.9M
2
HighTower Advisors
HighTower Advisors
Illinois
-$19.3M
3
SWP
Stratos Wealth Partners
Ohio
-$17.1M
4
RJA
Raymond James & Associates
Florida
-$11M
5
ACA
Aptus Capital Advisors
Alabama
-$9.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
176
Kingsview Wealth Management
Oregon
$237K – – –
BONH
177
Bank of New Hampshire
New Hampshire
$215K +$215K +8,505 New
SC
178
Seldon Capital
California
$214K – – –
WCM
179
Windsor Capital Management
Arizona
$213K +$453 +18 +0.2%
FPAS
180
Focus Partners Advisor Solutions
Missouri
$209K – – –
HWM
181
HB Wealth Management
Georgia
$207K – – –
FMWA
182
Forvis Mazars Wealth Advisors
Missouri
$205K -$257K – –
WSTAM
183
Wilbanks Smith & Thomas Asset Management
Virginia
$201K – – –
OHWP
184
Oak Harbor Wealth Partners
North Carolina
$188K +$12.1K +478 +7%
AC
185
AlphaCore Capital
California
$171K +$13.1K +516 +8%
PB
186
Pinnacle Bancorp
Nebraska
$113K – – –
KOCAA
187
Knights of Columbus Asset Advisors
Connecticut
$81K – – –
FRA
188
Front Row Advisors
California
$62K – – –
HIA
189
Harbor Investment Advisory
Maryland
$48K +$48K +1,891 New
MWM
190
Mascoma Wealth Management
New Hampshire
$44K – – –
RIM
191
Rockbridge Investment Management
New York
$43.3K – – –
GWM
192
Geneos Wealth Management
Colorado
$41K -$2.52K -100 -6%
CIAS
193
CFS Investment Advisory Services
New Jersey
$36K +$34.4K +868,244 +2,127%
ANBT
194
American National Bank & Trust
Texas
$30K – – –
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$26K – – –
M
196
MOTCO
Texas
$22K -$26.8K -1,085 -55%
Koshinski Asset Management
197
Koshinski Asset Management
Illinois
$20.7K -$632 -25 -3%
FHA
198
First Horizon Advisors
Tennessee
$14K +$14K +561 New
OIA
199
Optimum Investment Advisors
Illinois
$12K – – –
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$12K +$12K +470 New
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8
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