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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174 hedge funds and large institutions have $806M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 92 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+9
Holders Change %
+5.45%
% of All Funds
3.52%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
23
Increased
92
Reduced
28
Closed
12
Calls
–
Puts
$397K
Net Calls
-$397K
Net Calls Change
-$397K

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$16.7M
2
TF
TLWM Financial
Texas
+$9.77M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.44M
4
BFEC
Benjamin F. Edwards & Company
Missouri
+$6.26M
5
US Bancorp
US Bancorp
Minnesota
+$5.9M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$11.8M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$10.4M
3
SWP
Stratos Wealth Partners
Ohio
-$9.66M
4
EWA
EP Wealth Advisors
California
-$7.96M
5
PAG
Private Advisor Group
New Jersey
-$7.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$75.7M +$4.02M +153,262 +6%
ACA
2
Aptus Capital Advisors
Alabama
$66.1M +$16.7M +639,417 +34%
Morgan Stanley
3
Morgan Stanley
New York
$63.5M +$3.81M +145,334 +6%
UBS Group
4
UBS Group
Switzerland
$43.2M +$3.58M +136,354 +9%
CAI
5
Capital Advisors Inc
Oklahoma
$38.8M +$1.19M +45,342 +3%
Wells Fargo
6
Wells Fargo
California
$33.6M -$5.57M -212,445 -14%
US Bancorp
7
US Bancorp
Minnesota
$27M +$5.9M +225,122 +28%
CIA
8
Capital Investment Advisors
Georgia
$25.5M +$3.54M +135,013 +16%
RW
9
RVW Wealth
California
$22.7M +$1.4M +53,293 +7%
LPL Financial
10
LPL Financial
California
$22.4M +$1.17M +44,584 +6%
CIM
11
Corda Investment Management
Texas
$19.9M +$1.15M +43,723 +6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$18.3M +$6.44M +245,650 +54%
MCM
13
MV Capital Management
Maryland
$16.2M +$229K +8,719 +1%
HighTower Advisors
14
HighTower Advisors
Illinois
$15.7M -$11.8M – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$15.6M +$1.4M +53,419 +10%
TCOK
16
Trust Company of Kansas
Kansas
$13.6M +$535K +20,415 +4%
SWP
17
Stratos Wealth Partners
Ohio
$10.1M -$9.66M – –
TF
18
TLWM Financial
Texas
$9.77M +$9.77M +372,373 New
RJA
19
Raymond James & Associates
Florida
$9.67M +$729K +27,784 +8%
CTC
20
Central Trust Company
Missouri
$9.41M +$128K +4,889 +1%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$9.07M +$6.26M +238,699 +223%
SVWAG
22
Sound View Wealth Advisors Group
Georgia
$9.02M +$469K +17,881 +5%
GA
23
Gateway Advisory
New Jersey
$7.84M +$126K +4,791 +2%
PAG
24
Private Advisor Group
New Jersey
$7.64M -$7.34M -279,826 Closed
SIC
25
Sigma Investment Counselors
Michigan
$7.04M -$7.04M -268,268 -50%
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