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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202 hedge funds and large institutions have $970M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 96 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+28
Holders Change %
+16.09%
% of All Funds
3.58%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.2%
New
36
Increased
96
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$32.3M
2
SIC
Sigma Investment Counselors
Michigan
+$11.6M
3
Bank of America
Bank of America
North Carolina
+$9.61M
4
TWA
Tillar-Wenstrup Advisors
Ohio
+$8.73M
5
PAG
Private Advisor Group
New Jersey
+$7.77M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$15.7M
2
SWP
Stratos Wealth Partners
Ohio
-$10.1M
3
FBB
Fulton Breakefield Broenniman
Maryland
-$1.38M
4
SG
Strid Group
Pennsylvania
-$1.02M
5
OMC
Old Mission Capital
Illinois
-$935K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$98.6M +$32.3M +1,228,200 +49%
Bank of America
2
Bank of America
North Carolina
$85.4M +$9.61M +365,628 +13%
Morgan Stanley
3
Morgan Stanley
New York
$68.7M +$5.11M +194,534 +8%
UBS Group
4
UBS Group
Switzerland
$47.2M +$3.96M +150,593 +9%
CAI
5
Capital Advisors Inc
Oklahoma
$38.7M -$172K -6,539 -0.4%
Wells Fargo
6
Wells Fargo
California
$35.9M +$2.24M +85,221 +7%
US Bancorp
7
US Bancorp
Minnesota
$34.6M +$7.61M +289,861 +28%
HighTower Advisors
8
HighTower Advisors
Illinois
$32.2M -$15.7M – –
CIA
9
Capital Investment Advisors
Georgia
$26.2M +$702K +26,734 +3%
LPL Financial
10
LPL Financial
California
$24.7M +$2.24M +85,147 +10%
RW
11
RVW Wealth
California
$24M +$1.11M +42,027 +5%
CIM
12
Corda Investment Management
Texas
$20.3M +$327K +12,439 +2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$18.7M +$404K +15,379 +2%
SIC
14
Sigma Investment Counselors
Michigan
$18.7M +$11.6M +442,089 +165%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$16.8M +$1.21M +45,992 +8%
MCM
16
MV Capital Management
Maryland
$16.4M +$225K +8,574 +1%
TCOK
17
Trust Company of Kansas
Kansas
$14.4M +$778K +29,626 +6%
RJA
18
Raymond James & Associates
Florida
$11.2M +$1.56M +59,403 +16%
SWP
19
Stratos Wealth Partners
Ohio
$11.2M -$10.1M – –
TF
20
TLWM Financial
Texas
$9.64M -$145K -5,535 -1%
CTC
21
Central Trust Company
Missouri
$9.52M +$92.3K +3,512 +1%
Stifel Financial
22
Stifel Financial
Missouri
$9.51M +$2.97M +113,216 +45%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$9.26M +$179K +6,817 +2%
SVWAG
24
Sound View Wealth Advisors Group
Georgia
$9.1M +$62.1K +2,363 +0.7%
TWA
25
Tillar-Wenstrup Advisors
Ohio
$8.73M +$8.73M +332,151 New
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