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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247 hedge funds and large institutions have $1.38B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 107 increasing their positions, 64 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+17
Holders Change %
+7.39%
% of All Funds
4.27%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.36%
New
30
Increased
107
Reduced
64
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$107M
2
Wells Fargo
Wells Fargo
California
$63M
3
NA
NewEdge Advisors
Louisiana
$37.6M
4
Bank of America
Bank of America
North Carolina
$165M
5
Jane Street
Jane Street
New York
$22.4M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$19.5M
2
SWP
Stratos Wealth Partners
Ohio
$18.1M
3
GA
Gateway Advisory
New Jersey
$9.34M
4
SG
Strid Group
Pennsylvania
$9M
5
Morgan Stanley
Morgan Stanley
New York
$85.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$165M +$19.2M +769,925 +13%
UBS Group
2
UBS Group
Switzerland
$107M +$30.9M +1,237,457 +41%
Morgan Stanley
3
Morgan Stanley
New York
$85.2M -$8.3M -332,848 -9%
Wells Fargo
4
Wells Fargo
California
$63M +$26.3M +1,052,105 +71%
US Bancorp
5
US Bancorp
Minnesota
$47.9M +$175K +7,000 +0.4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$38.4M +$491K +19,696 +1%
NA
7
NewEdge Advisors
Louisiana
$37.6M +$22.4M +895,967 +147%
LPL Financial
8
LPL Financial
California
$37.3M +$461K +18,483 +1%
SIC
9
Sigma Investment Counselors
Michigan
$26.6M +$270K +10,831 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$26.3M -$300K -12,012 -1%
Jane Street
11
Jane Street
New York
$22.4M +$18.2M +728,284 +434%
RW
12
RVW Wealth
California
$21.1M -$991K -39,738 -4%
CIM
13
Corda Investment Management
Texas
$20.5M -$20.2K -811 -0.1%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$20M +$7.47M +299,536 +59%
GT
15
Glenview Trust
Kentucky
$19.7M +$16M +642,864 +434%
HighTower Advisors
16
HighTower Advisors
Illinois
$19.5M -$18.2M -727,485 Closed
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$18.9M +$4.81M +192,622 +34%
SWP
18
Stratos Wealth Partners
Ohio
$18.1M -$17.8M – –
Ameriprise
19
Ameriprise
Minnesota
$17.9M -$1.63M -65,343 -8%
SL
20
Summitry LLC
California
$17.8M +$17.8M +714,378 New
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$16.1M +$4.55M +182,275 +39%
CTC
22
Central Trust Company
Missouri
$15.8M +$2.15M +86,269 +16%
CIA
23
Capital Investment Advisors
Georgia
$15.4M +$19.2K +771 +0.1%
PSIWM
24
Paradigm Strategies in Wealth Management
Minnesota
$14.3M +$93.2K +3,736 +0.7%
LIM
25
Leavell Investment Management
Alabama
$13.7M +$1.67M +66,902 +14%
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