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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95 hedge funds and large institutions have $351M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+13
Holders Change %
+15.85%
% of All Funds
2.12%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.11%
New
25
Increased
39
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$11.6M
2
SIC
Sigma Investment Counselors
Michigan
+$5.75M
3
RFO
RiverGlades Family Offices
Florida
+$3.9M
4
VCM
Vivaldi Capital Management
Illinois
+$3.14M
5
CAI
Capital Advisors Inc
Oklahoma
+$2.53M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$14.2M
2
TF
TLWM Financial
Texas
-$6.61M
3
Morgan Stanley
Morgan Stanley
New York
-$4.76M
4
UCFA
United Capital Financial Advisors
Texas
-$2.81M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$42.3M -$1.13M -46,672 -3%
Wells Fargo
2
Wells Fargo
California
$26.8M +$11.6M +480,362 +76%
MFWM
3
Motley Fool Wealth Management
Virginia
$25.9M +$41.2K +1,703 +0.2%
CAI
4
Capital Advisors Inc
Oklahoma
$23.4M +$2.53M +104,768 +12%
Morgan Stanley
5
Morgan Stanley
New York
$21.7M -$4.76M -196,599 -18%
Stifel Financial
6
Stifel Financial
Missouri
$18.7M -$759K -31,231 -4%
UBS Group
7
UBS Group
Switzerland
$17M +$1.08M +44,770 +7%
HighTower Advisors
8
HighTower Advisors
Illinois
$14M -$14.2M – –
CIA
9
Capital Investment Advisors
Georgia
$13.2M +$447K +18,491 +4%
US Bancorp
10
US Bancorp
Minnesota
$9.72M +$417K +17,227 +4%
ACA
11
Aptus Capital Advisors
Alabama
$8.75M +$8.75M +361,596 New
TF
12
TLWM Financial
Texas
$7.03M -$6.61M – –
GA
13
Gateway Advisory
New Jersey
$6.75M +$750K +31,007 +13%
MGIA
14
Matthew Goff Investment Advisor
Texas
$6.64M -$1.96K -81 -0%
SIC
15
Sigma Investment Counselors
Michigan
$5.97M +$5.75M +237,521 +2,523%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$5.46M -$193K -7,999 -3%
LPL Financial
17
LPL Financial
California
$5.45M +$2.14M +88,541 +65%
UCFA
18
United Capital Financial Advisors
Texas
$5.43M -$2.81M -116,027 -34%
CIM
19
Corda Investment Management
Texas
$4.66M +$1.01M +41,895 +28%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$3.97M +$803K +33,187 +25%
CTC
21
Central Trust Company
Missouri
$3.9M +$37.2K +1,540 +1%
DE
22
Day & Ennis
Georgia
$3.9M +$557K +23,022 +17%
RFO
23
RiverGlades Family Offices
Florida
$3.9M +$3.9M +161,288 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.86M -$1.49M -61,665 -28%
VCM
25
Vivaldi Capital Management
Illinois
$3.14M +$3.14M +129,989 New
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