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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287 hedge funds and large institutions have $1.37B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 79 increasing their positions, 129 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-10
Holders Change %
-3.37%
% of All Funds
4.58%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.19%
New
29
Increased
79
Reduced
129
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
Summitry LLC
California
$31.1M
2
WCM
Windsor Capital Management
Arizona
$12.4M
3
EWA
EP Wealth Advisors
California
$9.57M
4
NA
NewEdge Advisors
Louisiana
$51.4M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$6.94M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
$6.22M
2
HighTower Advisors
HighTower Advisors
Illinois
$33.8M
3
Bank of America
Bank of America
North Carolina
$148M
4
AWM
AE Wealth Management
Kansas
$6M
5
CIM
Corda Investment Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$148M -$27.4M -1,080,775 -16%
Morgan Stanley
2
Morgan Stanley
New York
$63.1M -$5.97M -235,399 -9%
NA
3
NewEdge Advisors
Louisiana
$51.4M +$6.39M +251,830 +14%
LPL Financial
4
LPL Financial
California
$41.5M -$8.62M -339,985 -17%
Wells Fargo
5
Wells Fargo
California
$40.8M -$12.2M -480,286 -23%
US Bancorp
6
US Bancorp
Minnesota
$37.8M -$7.08M -278,989 -16%
HighTower Advisors
7
HighTower Advisors
Illinois
$33.8M -$38M – –
SL
8
Summitry LLC
California
$31.1M +$12.6M +498,094 +68%
UBS Group
9
UBS Group
Switzerland
$30.6M -$12.3M -485,361 -29%
GT
10
Glenview Trust
Kentucky
$28.9M -$182K -7,180 -0.6%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$28.2M -$1.35M -53,334 -5%
Mariner
12
Mariner
Kansas
$26.1M +$481K +18,963 +2%
SB
13
Strategic Blueprint
Georgia
$22.3M -$316K -12,448 -1%
SIC
14
Sigma Investment Counselors
Michigan
$22.1M -$699K -27,567 -3%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$19.7M +$398K +15,681 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$18.6M -$4.57M -180,317 -20%
ICG
17
InterOcean Capital Group
Tennessee
$17.7M +$14.3K +564 +0.1%
RJA
18
Raymond James & Associates
Florida
$17.2M -$107K -4,202 -0.6%
Ameriprise
19
Ameriprise
Minnesota
$16.1M -$888K -35,045 -5%
APS
20
American Planning Services
Florida
$15.4M -$15.2M -599,600 Closed
RW
21
RVW Wealth
California
$15.1M -$1.1M -43,303 -7%
SVWAG
22
Sound View Wealth Advisors Group
Georgia
$13.8M -$567K -22,366 -4%
SAM
23
Summit Asset Management
Tennessee
$13.4M +$169K +6,681 +1%
Truist Financial
24
Truist Financial
North Carolina
$13.3M -$882K -34,778 -6%
Jane Street
25
Jane Street
New York
$13.3M -$5.26M -207,522 -28%
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