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 %
BOSSRA
176
B.O.S.S. Retirement Advisors
Utah
$749K +$23.7K +939 +3%
AA
177
Alesco Advisors
New York
$749K -$502K -19,850 -40%
TF
178
Tompkins Financial
New York
$749K -$502K -19,850 -40%
HS
179
Horan Securities
United States
$735K +$20.9K +828 +3%
EWM
180
Endowment Wealth Management
Wisconsin
$722K +$30.3K +1,198 +4%
CTWM
181
Cherry Tree Wealth Management
Minnesota
$719K +$719K +28,434 New
MAWAG
182
Mid-American Wealth Advisory Group
Missouri
$714K +$714K +28,282 New
ATPW
183
Ashton Thomas Private Wealth
Arizona
$700K +$4.96K +196 +0.7%
GPA
184
Guidance Point Advisors
Massachusetts
$693K -$1.1M – –
BMM
185
Buffington Mohr McNeal
Idaho
$690K -$41K -1,620 -6%
CPRC
186
Consolidated Portfolio Review Corp
New York
$687K +$8.04K +318 +1%
GHA
187
Granite Harbor Advisors
Texas
$686K +$61.7K +2,441 +10%
CFG
188
Carr Financial Group
Massachusetts
$671K -$607 -24 -0.1%
MTWM
189
Masso Torrence Wealth Management
New Jersey
$668K -$98.4K -3,890 -13%
AIM
190
Arcadia Investment Management
Michigan
$657K -$139K -5,500 -17%
BEI
191
Benjamin Edwards Inc
Missouri
$653K +$10K +396 +2%
BBW
192
Blue Barn Wealth
Utah
$628K +$26.7K +1,054 +4%
4WM
193
4J Wealth Management
Virginia
$620K +$23.9K +945 +4%
FIB
194
First Interstate Bank
Montana
$619K -$35.1K -1,388 -5%
MCM
195
Mattern Capital Management
Colorado
$617K – – –
SL
196
SWMG LLC
Texas
$606K -$32.9K -1,300 -5%
MIH
197
Meitav Investment House
Israel
$606K – – –
Corient Private Wealth
198
Corient Private Wealth
Florida
$594K -$592K – –
COCM
199
Charter Oak Capital Management
New Hampshire
$571K -$70.5K -2,787 -11%
DE
200
Day & Ennis
Georgia
$565K +$733 +29 +0.1%
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