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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287 hedge funds and large institutions have $1.37B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 79 increasing their positions, 129 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-10
Holders Change %
-3.37%
% of All Funds
4.58%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.19%
New
29
Increased
79
Reduced
129
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
Summitry LLC
California
+$12.6M
2
WCM
Windsor Capital Management
Arizona
+$12.4M
3
EWA
EP Wealth Advisors
California
+$9.52M
4
NA
NewEdge Advisors
Louisiana
+$6.39M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$5.63M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
-$157M
2
HighTower Advisors
HighTower Advisors
Illinois
-$38M
3
Bank of America
Bank of America
North Carolina
-$27.4M
4
AWM
AE Wealth Management
Kansas
-$20.1M
5
CIM
Corda Investment Management
Texas
-$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
176
William Blair & Company
Illinois
$706K -$48.2K -1,900 -6%
CPRC
177
Consolidated Portfolio Review Corp
New York
$699K +$10.3K +407 +1%
GHA
178
Granite Harbor Advisors
Texas
$687K – – –
CFG
179
Carr Financial Group
Massachusetts
$650K -$21.1K -836 -3%
BMM
180
Buffington Mohr McNeal
Idaho
$647K -$44.8K -1,765 -6%
MCM
181
Mattern Capital Management
Colorado
$646K +$27.5K +1,085 +4%
MTWM
182
Masso Torrence Wealth Management
New Jersey
$638K -$31.7K -1,250 -5%
SS
183
Simplicity Solutions
Minnesota
$631K -$184K -7,253 -23%
FIB
184
First Interstate Bank
Montana
$621K – – –
TFS
185
Thoroughbred Financial Services
Tennessee
$598K +$51.7K +2,040 +9%
RBC
186
Roble Belko & Company
Pennsylvania
$589K -$204K -8,025 -26%
4WM
187
4J Wealth Management
Virginia
$578K -$44.3K -1,747 -7%
COCM
188
Charter Oak Capital Management
New Hampshire
$571K -$1.98K -78 -0.3%
MIH
189
Meitav Investment House
Israel
$564K -$42.7K -1,690 -7%
DE
190
Day & Ennis
Georgia
$545K -$21.9K -862 -4%
BBW
191
Blue Barn Wealth
Utah
$543K -$86.8K -3,424 -14%
4FG
192
4Thought Financial Group
New York
$526K +$5.55K +219 +1%
PHIC
193
Pine Haven Investment Counsel
Massachusetts
$524K -$25.4K -1,000 -5%
WFA
194
Wells Financial Advisors
Massachusetts
$523K -$30.9K -1,220 -6%
MC
195
Middleton & Co
Massachusetts
$517K – – –
GM
196
GeoWealth Management
Illinois
$506K +$506K +19,942 New
EH
197
Equitable Holdings
New York
$504K +$38.6K +1,523 +8%
NB
198
Northwest Bancshares
Pennsylvania
$503K -$24.1K -951 -5%
DP
199
Dearborn Partners
Illinois
$501K +$501K +19,747 New
E
200
ETFidea
New York
$493K -$28.7K -1,133 -6%
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