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 %
SFA
201
Source Financial Advisors
New York
$558K +$4.55K +180 +0.8%
WFA
202
Wells Financial Advisors
Massachusetts
$553K -$101K -3,999 -15%
PHIC
203
Pine Haven Investment Counsel
Massachusetts
$548K +$5.06K +200 +0.9%
KWA
204
KCS Wealth Advisory
California
$545K -$403K -15,954 -43%
TFS
205
Thoroughbred Financial Services
Tennessee
$545K -$42.2K -1,670 -7%
IF
206
Ironwood Financial
Arizona
$539K -$143K -5,669 -21%
FCM
207
Fortis Capital Management
Washington
$526K +$214K +8,447 +68%
NB
208
Northwest Bancshares
Pennsylvania
$525K -$607 -24 -0.1%
E
209
ETFidea
New York
$520K – – –
4FG
210
4Thought Financial Group
New York
$519K +$12.3K +488 +2%
LSA
211
L & S Advisors
California
$518K +$208K +8,213 +67%
MC
212
Middleton & Co
Massachusetts
$516K – – –
AWM
213
Alterna Wealth Management
Texas
$509K -$507K – –
GLR
214
Great Lakes Retirement
Ohio
$490K -$34K -1,346 -6%
SL
215
Sentinus LLC
Illinois
$466K +$230K +9,104 +97%
EH
216
Equitable Holdings
New York
$464K -$30.6K -1,210 -6%
DWT
217
Dorsey & Whitney Trust
South Dakota
$455K -$101K -4,000 -18%
CCM
218
Crew Capital Management
Ohio
$453K +$453K +17,928 New
FNBOSM
219
First National Bank of South Miami
Florida
$446K -$47.3K -1,869 -10%
DWM
220
Dakota Wealth Management
Florida
$437K – – –
AC
221
AlphaCore Capital
California
$435K – – –
CGFA
222
Colton Groome Financial Advisors
North Carolina
$435K – – –
BL
223
Balentine LLC
Georgia
$431K -$1.51M -59,687 -78%
CWM
224
Curi Wealth Management
North Carolina
$428K +$428K +16,911 New
ASN
225
Advisory Services Network
Georgia
$427K +$64.6K +2,555 +18%
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