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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151 hedge funds and large institutions have $644M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 80 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+29
Holders Change %
+23.77%
% of All Funds
2.98%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
38
Increased
80
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
MV Capital Management
Maryland
+$13.4M
2
CIM
Corda Investment Management
Texas
+$11.1M
3
TF
TLWM Financial
Texas
+$10M
4
Morgan Stanley
Morgan Stanley
New York
+$8.84M
5
CAI
Capital Advisors Inc
Oklahoma
+$8.2M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$10.5M
2
AL
Aspiriant LLC
California
-$3.16M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.66M
4
SWP
Stratos Wealth Partners
Ohio
-$2.46M
5
CA
Cetera Advisors
Colorado
-$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$56.9M +$7.96M +311,457 +16%
Morgan Stanley
2
Morgan Stanley
New York
$44.9M +$8.84M +345,932 +25%
UBS Group
3
UBS Group
Switzerland
$41.3M +$5.49M +214,910 +15%
CAI
4
Capital Advisors Inc
Oklahoma
$34M +$8.2M +320,651 +32%
Wells Fargo
5
Wells Fargo
California
$33.2M +$1.9M +74,506 +6%
ACA
6
Aptus Capital Advisors
Alabama
$24.6M +$3.98M +155,672 +19%
MFWM
7
Motley Fool Wealth Management
Virginia
$24.3M -$227K -8,892 -0.9%
RW
8
RVW Wealth
California
$22.2M +$922K +36,088 +4%
CIA
9
Capital Investment Advisors
Georgia
$17.6M +$888K +34,728 +5%
CIM
10
Corda Investment Management
Texas
$17.6M +$11.1M +433,330 +170%
LPL Financial
11
LPL Financial
California
$17.2M +$3.27M +127,871 +24%
TCOK
12
Trust Company of Kansas
Kansas
$14.6M +$14.6M +572,636 New
MCM
13
MV Capital Management
Maryland
$13.4M +$13.4M +522,884 New
US Bancorp
14
US Bancorp
Minnesota
$13.3M +$1.16M +45,259 +9%
SIC
15
Sigma Investment Counselors
Michigan
$12M +$1.11M +43,337 +10%
HighTower Advisors
16
HighTower Advisors
Illinois
$11.2M -$10.5M – –
TF
17
TLWM Financial
Texas
$10M +$10M +392,059 New
AWM
18
Argent Wealth Management
Massachusetts
$9.47M +$9.47M +370,471 New
RJA
19
Raymond James & Associates
Florida
$8.1M +$2.37M +92,798 +41%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$8.02M +$2.18M +85,351 +37%
Stifel Financial
21
Stifel Financial
Missouri
$7.99M +$23K +904 +0.3%
SVWAG
22
Sound View Wealth Advisors Group
Georgia
$7.81M +$1.34M +52,416 +21%
GA
23
Gateway Advisory
New Jersey
$7.25M +$5.8K +227 +0.1%
EWA
24
EP Wealth Advisors
California
$7.03M +$7.03M +275,093 New
CTC
25
Central Trust Company
Missouri
$6.98M +$534K +20,907 +8%
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