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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201 hedge funds and large institutions have $1.19B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 95 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-1
Holders Change %
-0.5%
% of All Funds
3.53%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
18
Increased
95
Reduced
44
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
$210M
2
HighTower Advisors
HighTower Advisors
Illinois
$19.5M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$11.4M
4
UBS Group
UBS Group
Switzerland
$75.2M
5
Bank of America
Bank of America
North Carolina
$100M

Top Sellers

1
SWP
Stratos Wealth Partners
Ohio
$15M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
SG
Strid Group
Pennsylvania
$6.12M
4
MGIA
Matthew Goff Investment Advisor
Texas
$735K
5
AIA
Arcadia Investment Advisors
Idaho
$2.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$210M +$47.9M +1,841,165 +29%
Bank of America
2
Bank of America
North Carolina
$100M +$4.85M +186,415 +5%
Morgan Stanley
3
Morgan Stanley
New York
$81.4M +$3.47M +133,437 +4%
UBS Group
4
UBS Group
Switzerland
$75.2M +$7.32M +281,549 +11%
US Bancorp
5
US Bancorp
Minnesota
$42.6M +$2.82M +108,515 +7%
CAI
6
Capital Advisors Inc
Oklahoma
$38M +$948K +36,442 +3%
Wells Fargo
7
Wells Fargo
California
$36.9M +$2.81M +107,922 +8%
LPL Financial
8
LPL Financial
California
$33.1M +$2.72M +104,731 +9%
RW
9
RVW Wealth
California
$26M +$466K +17,760 +2%
SIC
10
Sigma Investment Counselors
Michigan
$23.7M +$1.63M +62,526 +7%
RJA
11
Raymond James & Associates
Florida
$23.4M +$556K +21,403 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$22.4M +$1.1M +42,483 +5%
CIM
13
Corda Investment Management
Texas
$20.8M -$8.92K -343 -0%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$19.9M -$300K -11,556 -1%
HighTower Advisors
15
HighTower Advisors
Illinois
$19.5M +$19.5M +751,038 New
SWP
16
Stratos Wealth Partners
Ohio
$15M -$13.6M – –
CIA
17
Capital Investment Advisors
Georgia
$14.4M +$538K +20,678 +4%
MCM
18
MV Capital Management
Maryland
$14M +$186K +7,141 +1%
Bank of Nova Scotia
19
Bank of Nova Scotia
Ontario, Canada
$11.4M +$11.4M +439,266 New
Ameriprise
20
Ameriprise
Minnesota
$11.4M +$814K +31,306 +8%
SVWAG
21
Sound View Wealth Advisors Group
Georgia
$10.4M +$159K +6,129 +2%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$9.95M +$828K +31,838 +9%
TWA
23
Tillar-Wenstrup Advisors
Ohio
$9.93M +$606K +23,320 +7%
CTC
24
Central Trust Company
Missouri
$9.5M -$9.18K -353 -0.1%
TF
25
TLWM Financial
Texas
$9.21M -$98.2K -3,775 -1%
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