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 %
LSA
201
L & S Advisors
California
$474K -$45.6K -1,799 -9%
FCM
202
Fortis Capital Management
Washington
$472K -$55.3K -2,179 -10%
SCA
203
Snowden Capital Advisors
New York
$469K -$349K – –
AWM
204
Alterna Wealth Management
Texas
$468K +$468K +18,466 New
DWT
205
Dorsey & Whitney Trust
South Dakota
$456K – – –
UCB
206
United Community Bank
South Carolina
$447K +$447K +17,634 New
AC
207
AlphaCore Capital
California
$441K +$4.44K +175 +1%
DWM
208
Dakota Wealth Management
Florida
$438K – – –
CGFA
209
Colton Groome Financial Advisors
North Carolina
$436K – – –
BL
210
Balentine LLC
Georgia
$432K – – –
APP
211
Avantax Planning Partners
Iowa
$425K – – –
CWM
212
Curi Wealth Management
North Carolina
$409K -$19.4K -766 -5%
AFC
213
AFT Forsyth & Company
Florida
$396K – – –
CFS
214
Commonwealth Financial Services
West Virginia
$391K +$391K +15,406 New
ASN
215
Advisory Services Network
Georgia
$383K -$45.2K -1,782 -11%
SS
216
Sunbelt Securities
Texas
$369K -$30.4K -1,200 -8%
NSB
217
Norway Savings Bank
Maine
$367K – – –
ST
218
Spinnaker Trust
Maine
$363K +$55.2K +2,177 +18%
SF
219
Safeguard Financial
Wisconsin
$359K +$51 +2 +0%
KP
220
Keel Point
Alabama
$358K +$2.13K +84 +0.6%
PAS
221
Park Avenue Securities
New York
$356K – – –
AIM
222
Arcadia Investment Management
Michigan
$354K -$304K -12,000 -46%
AAS
223
Avantax Advisory Services
Texas
$354K +$354K +13,971 New
AM
224
Atwater Malick
Pennsylvania
$350K – – –
GAM
225
Gould Asset Management
California
$349K -$7.74K -305 -2%
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