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 $1.22B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 92 increasing their positions, 54 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-10
Holders Change %
-4.72%
% of All Funds
3.2%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
20
Increased
92
Reduced
54
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GA
Gateway Advisory
New Jersey
$26.6M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$36M
3
Bank of America
Bank of America
North Carolina
$120M
4
US Bancorp
US Bancorp
Minnesota
$44M
5
KF
Krilogy Financial
Missouri
$2.22M

Top Sellers

1
TFA
Tobias Financial Advisors
Florida
$0
2
HighTower Advisors
HighTower Advisors
Illinois
$18.5M
3
SWP
Stratos Wealth Partners
Ohio
$17.1M
4
RJA
Raymond James & Associates
Florida
$9.81M
5
ACA
Aptus Capital Advisors
Alabama
$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$180M -$9.05M -357,881 -5%
Bank of America
2
Bank of America
North Carolina
$120M +$14.5M +572,337 +14%
Morgan Stanley
3
Morgan Stanley
New York
$83.4M -$1.66M -65,692 -2%
UBS Group
4
UBS Group
Switzerland
$76.2M -$265K -10,463 -0.3%
US Bancorp
5
US Bancorp
Minnesota
$44M +$2.42M +95,644 +6%
CAI
6
Capital Advisors Inc
Oklahoma
$38.5M +$1.06M +41,768 +3%
Wells Fargo
7
Wells Fargo
California
$36.1M +$1.53M +60,584 +4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$36M +$16.9M +668,750 +88%
LPL Financial
9
LPL Financial
California
$34.9M +$1.1M +43,371 +3%
GA
10
Gateway Advisory
New Jersey
$26.6M +$18.6M +735,087 +232%
SIC
11
Sigma Investment Counselors
Michigan
$26.3M +$2M +79,271 +8%
RW
12
RVW Wealth
California
$23.5M -$175K -6,925 -0.7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$21.9M +$66.6K +2,633 +0.3%
CIM
14
Corda Investment Management
Texas
$21.1M +$440K +17,399 +2%
HighTower Advisors
15
HighTower Advisors
Illinois
$18.5M -$19.3M – –
SWP
16
Stratos Wealth Partners
Ohio
$17.1M -$17.1M – –
Ameriprise
17
Ameriprise
Minnesota
$16.5M -$1.55M -61,461 -9%
CIA
18
Capital Investment Advisors
Georgia
$14.8M +$315K +12,451 +2%
PSIWM
19
Paradigm Strategies in Wealth Management
Minnesota
$14M +$230K +9,079 +2%
MCM
20
MV Capital Management
Maryland
$13.5M +$89.5K +3,540 +0.7%
NC
21
NovaPoint Capital
Georgia
$13.3M +$213K +8,418 +2%
LIM
22
Leavell Investment Management
Alabama
$11.1M +$695K +27,480 +7%
SVWAG
23
Sound View Wealth Advisors Group
Georgia
$11M +$404K +15,979 +4%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$10.4M +$554K +21,906 +6%
TWA
25
Tillar-Wenstrup Advisors
Ohio
$10.2M +$168K +6,659 +2%
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