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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207 hedge funds and large institutions have $1.06B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 100 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+5
Holders Change %
+2.48%
% of All Funds
3.65%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
25
Increased
100
Reduced
51
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
$140M
2
UBS Group
UBS Group
Switzerland
$64.6M
3
RJA
Raymond James & Associates
Florida
$23.5M
4
Morgan Stanley
Morgan Stanley
New York
$75.8M
5
Bank of America
Bank of America
North Carolina
$90.6M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$30.9M
2
TCOK
Trust Company of Kansas
Kansas
$0
3
CIA
Capital Investment Advisors
Georgia
$13.3M
4
SWP
Stratos Wealth Partners
Ohio
$12.5M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$140M +$42M +1,607,924 +43%
Bank of America
2
Bank of America
North Carolina
$90.6M +$5.62M +215,085 +7%
Morgan Stanley
3
Morgan Stanley
New York
$75.8M +$7.41M +283,318 +11%
UBS Group
4
UBS Group
Switzerland
$64.6M +$17.6M +672,971 +37%
US Bancorp
5
US Bancorp
Minnesota
$38.6M +$4.16M +159,281 +12%
CAI
6
Capital Advisors Inc
Oklahoma
$38.2M -$294K -11,235 -0.8%
Wells Fargo
7
Wells Fargo
California
$35.6M -$140K -5,349 -0.4%
HighTower Advisors
8
HighTower Advisors
Illinois
$30.9M -$32.2M – –
LPL Financial
9
LPL Financial
California
$27.8M +$3.22M +123,016 +13%
RW
10
RVW Wealth
California
$25M +$929K +35,018 +4%
RJA
11
Raymond James & Associates
Florida
$23.5M +$12.3M +471,305 +110%
CIM
12
Corda Investment Management
Texas
$20.3M +$95K +3,633 +0.5%
SIC
13
Sigma Investment Counselors
Michigan
$20.2M +$1.65M +63,036 +9%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$19.5M +$870K +33,274 +5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$18.9M +$2.18M +83,515 +13%
MCM
16
MV Capital Management
Maryland
$14.1M -$2.2M -84,120 -13%
CIA
17
Capital Investment Advisors
Georgia
$13.3M -$12.8M -488,470 -49%
SWP
18
Stratos Wealth Partners
Ohio
$12.5M -$11.2M – –
BFEC
19
Benjamin F. Edwards & Company
Missouri
$10.6M +$1.43M +54,789 +16%
Stifel Financial
20
Stifel Financial
Missouri
$10.5M +$1.06M +40,524 +11%
Ameriprise
21
Ameriprise
Minnesota
$9.99M +$3.48M +133,063 +53%
SVWAG
22
Sound View Wealth Advisors Group
Georgia
$9.52M +$467K +17,868 +5%
TF
23
TLWM Financial
Texas
$9.47M -$109K -4,160 -1%
CTC
24
Central Trust Company
Missouri
$9.45M -$25.7K -982 -0.3%
TWA
25
Tillar-Wenstrup Advisors
Ohio
$9.17M +$488K +18,668 +6%
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