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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160 hedge funds and large institutions have $667M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+9
Holders Change %
+5.96%
% of All Funds
3.53%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.27%
New
25
Increased
68
Reduced
37
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$11.1M
2
HighTower Advisors
HighTower Advisors
Illinois
+$11M
3
Morgan Stanley
Morgan Stanley
New York
+$8.49M
4
Jane Street
Jane Street
New York
+$6.05M
5
ACA
Aptus Capital Advisors
Alabama
+$6.03M

Top Sellers

1
TF
TLWM Financial
Texas
-$10M
2
TWA
Tillar-Wenstrup Advisors
Ohio
-$6.6M
3
SWP
Stratos Wealth Partners
Ohio
-$5.67M
4
Wells Fargo
Wells Fargo
California
-$5.31M
5
NA
NewEdge Advisors
Louisiana
-$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$66.7M +$11.1M +444,771 +20%
Morgan Stanley
2
Morgan Stanley
New York
$52.4M +$8.49M +339,478 +19%
UBS Group
3
UBS Group
Switzerland
$42.1M +$1.72M +68,778 +4%
CAI
4
Capital Advisors Inc
Oklahoma
$34.4M +$1.14M +45,582 +3%
ACA
5
Aptus Capital Advisors
Alabama
$30M +$6.03M +241,745 +25%
Wells Fargo
6
Wells Fargo
California
$27.1M -$5.31M -212,434 -16%
MFWM
7
Motley Fool Wealth Management
Virginia
$22.3M -$1.45M -57,821 -6%
LPL Financial
8
LPL Financial
California
$19.6M +$2.82M +112,766 +17%
RW
9
RVW Wealth
California
$18.9M -$2.81M -112,468 -13%
CIA
10
Capital Investment Advisors
Georgia
$18.2M +$924K +36,950 +5%
CIM
11
Corda Investment Management
Texas
$16.9M -$313K -12,535 -2%
MCM
12
MV Capital Management
Maryland
$15.4M +$2.31M +92,365 +18%
US Bancorp
13
US Bancorp
Minnesota
$15.3M +$2.22M +88,866 +17%
TCOK
14
Trust Company of Kansas
Kansas
$12.6M -$1.69M -67,544 -12%
SIC
15
Sigma Investment Counselors
Michigan
$12.2M +$442K +17,698 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$11.4M +$3.56M +142,342 +45%
HighTower Advisors
17
HighTower Advisors
Illinois
$11M +$11M +441,410 New
TF
18
TLWM Financial
Texas
$9.68M -$10M -392,059 Closed
SWP
19
Stratos Wealth Partners
Ohio
$8.57M -$5.67M – –
RJA
20
Raymond James & Associates
Florida
$8.27M +$343K +13,736 +4%
EWA
21
EP Wealth Advisors
California
$8.02M +$1.14M +45,508 +17%
AWM
22
Argent Wealth Management
Massachusetts
$7.96M -$1.21M -48,761 -13%
SVWAG
23
Sound View Wealth Advisors Group
Georgia
$7.67M +$29.9K +1,197 +0.4%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$7.53M +$887K +35,479 +13%
CTC
25
Central Trust Company
Missouri
$7.35M +$521K +20,831 +8%
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