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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63 hedge funds and large institutions have $253M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+14
Holders Change %
+28.57%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
30
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$16.5M
2
Bank of America
Bank of America
North Carolina
+$14.9M
3
Wells Fargo
Wells Fargo
California
+$6.28M
4
BFEC
Benjamin F. Edwards & Company
Missouri
+$5.15M
5
NA
NewEdge Advisors
Louisiana
+$4.06M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$12.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.49M
3
PAG
Private Advisor Group
New Jersey
-$680K
4
BCM
Bluefin Capital Management
New York
-$408K
5
WGCA
Wolf Group Capital Advisors
Virginia
-$378K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$46.5M +$14.9M +609,724 +47%
CAI
2
Capital Advisors Inc
Oklahoma
$22.8M +$873K +35,674 +4%
MFWM
3
Motley Fool Wealth Management
Virginia
$17.7M +$4.06M +166,002 +30%
Stifel Financial
4
Stifel Financial
Missouri
$16.5M +$16.5M +671,368 New
UBS Group
5
UBS Group
Switzerland
$14M +$638K +26,058 +5%
UCFA
6
United Capital Financial Advisors
Texas
$13.9M +$350K +14,284 +3%
HighTower Advisors
7
HighTower Advisors
Illinois
$13.4M -$12.4M – –
CIA
8
Capital Investment Advisors
Georgia
$11.8M +$1.21M +49,591 +12%
Morgan Stanley
9
Morgan Stanley
New York
$10.7M +$2.78M +113,530 +35%
Wells Fargo
10
Wells Fargo
California
$9.18M +$6.28M +256,718 +217%
US Bancorp
11
US Bancorp
Minnesota
$8.6M +$1.6M +65,287 +23%
MGIA
12
Matthew Goff Investment Advisor
Texas
$5.89M +$507K +20,714 +9%
GA
13
Gateway Advisory
New Jersey
$5.55M +$69.7K +2,849 +1%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$5.15M +$5.15M +210,482 New
TF
15
TLWM Financial
Texas
$4.9M – – –
NA
16
NewEdge Advisors
Louisiana
$4.06M +$4.06M +166,199 New
Mariner
17
Mariner
Kansas
$3.86M +$201K +8,210 +5%
MMHP
18
Murphy Middleton Hinkle & Parker
Georgia
$3.06M +$72.8K +2,975 +2%
CTC
19
Central Trust Company
Missouri
$2.84M +$1.9M +77,740 +203%
CIM
20
Confluence Investment Management
Missouri
$2.51M +$2.51M +102,533 New
SWMG
21
Signature Wealth Management Group
Georgia
$2.25M +$2.25K +92 +0.1%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2.19M -$1.49M -60,825 -40%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.98M +$485K +19,804 +32%
Ameriprise
24
Ameriprise
Minnesota
$1.91M +$714K +29,183 +60%
LWM
25
Lyell Wealth Management
California
$1.78M +$152K +6,200 +9%
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