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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122 hedge funds and large institutions have $503M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+6
Holders Change %
+5.17%
% of All Funds
2.68%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
17
Increased
64
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWA
Guidant Wealth Advisors
Illinois
+$7.28M
2
ACA
Aptus Capital Advisors
Alabama
+$5.42M
3
PAG
Private Advisor Group
New Jersey
+$5.14M
4
Wells Fargo
Wells Fargo
California
+$3.96M
5
Bank of America
Bank of America
North Carolina
+$3.68M

Top Sellers

1
Jane Street
Jane Street
New York
-$18M
2
HighTower Advisors
HighTower Advisors
Illinois
-$10.3M
3
TF
TLWM Financial
Texas
-$8.93M
4
AL
Aspiriant LLC
California
-$3.13M
5
OMC
Old Mission Capital
Illinois
-$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$49M +$3.68M +143,923 +8%
Morgan Stanley
2
Morgan Stanley
New York
$36.1M +$3.58M +139,836 +11%
UBS Group
3
UBS Group
Switzerland
$35.8M +$1.57M +61,449 +5%
Wells Fargo
4
Wells Fargo
California
$31.3M +$3.96M +154,710 +14%
CAI
5
Capital Advisors Inc
Oklahoma
$25.6M – – –
MFWM
6
Motley Fool Wealth Management
Virginia
$24.6M -$558K -21,802 -2%
RW
7
RVW Wealth
California
$21.3M -$499K -19,511 -2%
ACA
8
Aptus Capital Advisors
Alabama
$20.6M +$5.42M +212,280 +36%
CIA
9
Capital Investment Advisors
Georgia
$16.8M +$798K +31,170 +5%
LPL Financial
10
LPL Financial
California
$13.9M +$1.8M +70,162 +15%
US Bancorp
11
US Bancorp
Minnesota
$12.2M +$552K +21,574 +5%
SIC
12
Sigma Investment Counselors
Michigan
$10.9M +$1.18M +46,120 +12%
HighTower Advisors
13
HighTower Advisors
Illinois
$10.5M -$10.3M – –
TF
14
TLWM Financial
Texas
$9.65M -$8.93M – –
GWA
15
Guidant Wealth Advisors
Illinois
$8.03M +$7.28M +284,361 +974%
Stifel Financial
16
Stifel Financial
Missouri
$7.97M +$190K +7,466 +2%
GA
17
Gateway Advisory
New Jersey
$7.25M +$48.3K +1,886 +0.7%
CIM
18
Corda Investment Management
Texas
$6.52M +$1.39M +54,345 +27%
SVWAG
19
Sound View Wealth Advisors Group
Georgia
$6.48M +$529K +20,654 +9%
CTC
20
Central Trust Company
Missouri
$6.46M +$1.11M +43,165 +21%
UCFA
21
United Capital Financial Advisors
Texas
$6.31M -$177K -6,920 -3%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$5.87M +$209K +8,155 +4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5.84M +$1.51M +59,005 +35%
RJA
24
Raymond James & Associates
Florida
$5.74M +$178K +6,965 +3%
DE
25
Day & Ennis
Georgia
$5.61M -$12.1K -471 -0.2%
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