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 %
FPAS
201
Focus Partners Advisor Solutions
Missouri
$217K +$10.1K +405 +5%
PB
202
Pinnacle Bancorp
Nebraska
$217K +$105K +4,167 +93%
BONH
203
Bank of New Hampshire
New Hampshire
$213K – – –
SC
204
Seldon Capital
California
$212K – – –
AA
205
AlphaMark Advisors
Kentucky
$205K -$3.17M -126,595 -94%
HWM
206
HB Wealth Management
Georgia
$205K – – –
FMWA
207
Forvis Mazars Wealth Advisors
Missouri
$203K -$205K – –
WSTAM
208
Wilbanks Smith & Thomas Asset Management
Virginia
$201K – – –
VNA
209
Valley National Advisers
Pennsylvania
$190K -$862K -34,433 -82%
4FG
210
4Thought Financial Group
New York
$177K -$139K -5,539 -44%
CFGS
211
Concourse Financial Group Securities
Alabama
$159K +$159K +6,332 New
HNB
212
Huntington National Bank
Ohio
$121K -$385K – –
PTC
213
Private Trust Company
Ohio
$105K +$105K +4,165 New
OHWP
214
Oak Harbor Wealth Partners
North Carolina
$101K -$85K -3,391 -46%
HI
215
Harbour Investments
Wisconsin
$92K +$92K +3,668 New
HWM
216
Horizons Wealth Management
North Carolina
$85K +$85K +3,367 New
KOCAA
217
Knights of Columbus Asset Advisors
Connecticut
$80K – – –
VCM
218
Vigilant Capital Management
Maine
$75K +$75K +2,985 New
VVP
219
Venture Visionary Partners
Ohio
$68K +$68K +2,712 New
FRA
220
Front Row Advisors
California
$62K – – –
PP
221
Prosperity Planning
Missouri
$48K – – –
MWM
222
Mascoma Wealth Management
New Hampshire
$44K – – –
GWM
223
Geneos Wealth Management
Colorado
$40K – – –
UB
224
UMB Bank
Missouri
$30K +$30K +1,200 New
WT
225
Washington Trust
Rhode Island
$25K +$25K +1,000 New
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