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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295 hedge funds and large institutions have $1.67B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+10
Holders Change %
+3.51%
% of All Funds
4.72%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
40
Increased
109
Reduced
91
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$39.4M
2
AWM
AE Wealth Management
Kansas
$31.2M
3
SAM
Simplify Asset Management
Nevada
$20.2M
4
SVWAG
Sound View Wealth Advisors Group
Georgia
$15.3M
5
APS
American Planning Services
Florida
$13.5M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$26.4M
2
EWA
EP Wealth Advisors
California
$475K
3
SWP
Stratos Wealth Partners
Ohio
$14.9M
4
Morgan Stanley
Morgan Stanley
New York
$73.5M
5
WCM
Windsor Capital Management
Arizona
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$184M +$1.99M +79,164 +1%
UBS Group
2
UBS Group
Switzerland
$104M -$3.77M -149,757 -4%
Morgan Stanley
3
Morgan Stanley
New York
$73.5M -$13.7M -542,951 -16%
Wells Fargo
4
Wells Fargo
California
$70M -$5.36M -212,598 -7%
NA
5
NewEdge Advisors
Louisiana
$58.2M -$4.52M -179,462 -7%
US Bancorp
6
US Bancorp
Minnesota
$50.9M -$6.02M -238,991 -11%
LPL Financial
7
LPL Financial
California
$47.6M +$4.34M +172,467 +10%
HighTower Advisors
8
HighTower Advisors
Illinois
$39.4M +$39.4M +1,562,374 New
AWM
9
AE Wealth Management
Kansas
$31.2M +$30.7M +1,218,783 +6,533%
GT
10
Glenview Trust
Kentucky
$28.6M +$940K +37,313 +3%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$28.3M +$3.09M +122,573 +12%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$26.4M -$29.9M -1,188,532 -53%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$24.9M +$2.71M +107,407 +12%
Mariner
14
Mariner
Kansas
$24.6M +$1.96M +77,983 +9%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$23.6M +$1.72M +68,368 +8%
SIC
16
Sigma Investment Counselors
Michigan
$23.5M -$1.94M -76,827 -8%
SAM
17
Simplify Asset Management
Nevada
$20.2M +$20.2M +800,000 New
Ameriprise
18
Ameriprise
Minnesota
$18.9M -$6.7M -266,000 -26%
CIM
19
Corda Investment Management
Texas
$18.2M -$469K -18,612 -3%
SL
20
Summitry LLC
California
$18M +$256K +10,175 +1%
RW
21
RVW Wealth
California
$17.6M -$1.67M -66,199 -9%
SB
22
Strategic Blueprint
Georgia
$17.5M +$6.59M +261,617 +60%
RJA
23
Raymond James & Associates
Florida
$17.5M +$4.47M +177,310 +34%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$17.1M -$23.9K -949 -0.1%
ICG
25
InterOcean Capital Group
Tennessee
$17M +$61.3K +2,433 +0.4%
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