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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212 hedge funds and large institutions have $1.22B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+11
Holders Change %
+5.47%
% of All Funds
3.27%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
32
Increased
83
Reduced
59
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TFA
Tobias Financial Advisors
Florida
$20.9M
2
Bank of America
Bank of America
North Carolina
$107M
3
Ameriprise
Ameriprise
Minnesota
$18.3M
4
PSIWM
Paradigm Strategies in Wealth Management
Minnesota
$14M
5
Morgan Stanley
Morgan Stanley
New York
$86.4M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$19.3M
2
ACA
Aptus Capital Advisors
Alabama
$192M
3
SWP
Stratos Wealth Partners
Ohio
$17.1M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
5
SG
Strid Group
Pennsylvania
$6.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$192M -$15.3M -595,216 -7%
Bank of America
2
Bank of America
North Carolina
$107M +$7.58M +295,243 +8%
Morgan Stanley
3
Morgan Stanley
New York
$86.4M +$5.99M +233,276 +7%
UBS Group
4
UBS Group
Switzerland
$77.7M +$3.39M +131,868 +5%
US Bancorp
5
US Bancorp
Minnesota
$42.2M +$184K +7,163 +0.4%
CAI
6
Capital Advisors Inc
Oklahoma
$38M +$467K +18,192 +1%
Wells Fargo
7
Wells Fargo
California
$35.1M -$1.35M -52,424 -4%
LPL Financial
8
LPL Financial
California
$34.3M +$1.63M +63,651 +5%
SIC
9
Sigma Investment Counselors
Michigan
$24.7M +$1.21M +47,234 +5%
RW
10
RVW Wealth
California
$24M -$1.44M -55,961 -6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$22.2M +$75.1K +2,926 +0.3%
RJA
12
Raymond James & Associates
Florida
$21.1M -$2.02M -78,860 -9%
CIM
13
Corda Investment Management
Texas
$20.9M +$418K +16,302 +2%
TFA
14
Tobias Financial Advisors
Florida
$20.9M +$20.9M +815,652 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$19.4M -$261K -10,179 -1%
HighTower Advisors
16
HighTower Advisors
Illinois
$19.3M -$19.5M -751,038 Closed
Ameriprise
17
Ameriprise
Minnesota
$18.3M +$7.07M +275,477 +63%
SWP
18
Stratos Wealth Partners
Ohio
$17.1M -$15M – –
CIA
19
Capital Investment Advisors
Georgia
$14.7M +$439K +17,092 +3%
PSIWM
20
Paradigm Strategies in Wealth Management
Minnesota
$14M +$6.3M +245,490 +82%
MCM
21
MV Capital Management
Maryland
$13.6M -$268K -10,436 -2%
NC
22
NovaPoint Capital
Georgia
$13.3M +$5.47M +213,076 +70%
SVWAG
23
Sound View Wealth Advisors Group
Georgia
$10.8M +$465K +18,119 +5%
LIM
24
Leavell Investment Management
Alabama
$10.5M +$1.75M +67,989 +20%
TWA
25
Tillar-Wenstrup Advisors
Ohio
$10.2M +$425K +16,546 +4%
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