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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230 hedge funds and large institutions have $1.19B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+28
Holders Change %
+13.86%
% of All Funds
3.89%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.24%
New
43
Increased
91
Reduced
56
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$28.1M
2
HighTower Advisors
HighTower Advisors
Illinois
+$18.2M
3
NA
NewEdge Advisors
Louisiana
+$15.3M
4
Morgan Stanley
Morgan Stanley
New York
+$11.2M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$10.5M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
-$180M
2
CAI
Capital Advisors Inc
Oklahoma
-$38M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$21.9M
4
SWP
Stratos Wealth Partners
Ohio
-$17.1M
5
SG
Strid Group
Pennsylvania
-$7.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWPG
176
Strategic Wealth Partners Group
Illinois
$346K -$57.2K -2,277 -14%
SWM
177
Segment Wealth Management
Texas
$343K – – –
DADC
178
D.A. Davidson & Co
Montana
$332K -$20.1K -800 -6%
PAS
179
Park Avenue Securities
New York
$323K -$59.6K -2,376 -16%
BCPWM
180
Bradley & Co Private Wealth Management
Florida
$323K -$51.1K -2,037 -14%
TFS
181
Thoroughbred Financial Services
Tennessee
$307K – – –
CAN
182
Cetera Advisor Networks
California
$304K -$4.82K -192 -2%
BBW
183
Blue Barn Wealth
Utah
$291K -$35.3K -1,406 -11%
SFA
184
Sequoia Financial Advisors
Ohio
$287K – – –
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$286K – – –
PCG
186
Private Capital Group
Connecticut
$279K -$573K -22,857 -67%
1SB
187
1ST Source Bank
Indiana
$274K – – –
KWM
188
Kingsview Wealth Management
Oregon
$273K +$38.4K +1,532 +16%
RCA
189
Resonant Capital Advisors
Wisconsin
$268K – – –
HIA
190
Harbor Investment Advisory
Maryland
$268K +$221K +8,800 +465%
HCM
191
Harvey Capital Management
Florida
$266K -$7.43K -297 -3%
Deutsche Bank
192
Deutsche Bank
Germany
$262K +$262K +10,451 New
SMC
193
Smith, Moore & Co
Missouri
$255K +$1.01K +40 +0.4%
TTWM
194
TCV Trust & Wealth Management
Virginia
$255K +$8.77K +350 +4%
RBC
195
Roble Belko & Company
Pennsylvania
$248K – – –
CIA
196
Choate Investment Advisors
Massachusetts
$243K +$243K +9,686 New
CAI
197
Capital Advisors Inc
Oklahoma
$242K -$38M -1,512,843 -99%
LWM
198
Laidlaw Wealth Management
New York
$240K – – –
BHB
199
Bank Hapoalim BM
Israel
$239K -$258K – –
MGIA
200
Matthew Goff Investment Advisor
Texas
$226K +$226K +8,995 New
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