IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

IBDO was delisted on the 15th of December, 2023.

285 hedge funds and large institutions have $1.54B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 101 increasing their positions, 83 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+38
Holders Change %
+15.38%
% of All Funds
4.6%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.26%
New
59
Increased
101
Reduced
83
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FIB
226
First Interstate Bank
Montana
$304K -$406K -16,256 -57%
AAS
227
Ameritas Advisory Services
Nebraska
$300K -$24.6K -984 -8%
PB
228
Pinnacle Bancorp
Nebraska
$291K
SFA
229
Sequoia Financial Advisors
Ohio
$288K +$288K +11,508 New
GDP
230
Great Diamond Partners
Maine
$285K -$19K -760 -6%
AM
231
Atwater Malick
Pennsylvania
$285K +$10.1K +402 +4%
CWS
232
Cypress Wealth Services
California
$281K
EWM
233
Endowment Wealth Management
Wisconsin
$276K +$276K +11,016 New
1SB
234
1ST Source Bank
Indiana
$274K
4FG
235
4Thought Financial Group
New York
$269K +$159K +6,343 +145%
RCA
236
Resonant Capital Advisors
Wisconsin
$268K
HCM
237
Harvey Capital Management
Florida
$266K +$100 +4 +0%
FW
238
FirstPurpose Wealth
Utah
$262K +$262K +10,468 New
Deutsche Bank
239
Deutsche Bank
Germany
$262K
CAN
240
Cetera Advisor Networks
California
$250K -$62K -2,478 -20%
CW
241
CreativeOne Wealth
Kansas
$250K
CIA
242
Choate Investment Advisors
Massachusetts
$242K
LWM
243
Laidlaw Wealth Management
New York
$239K +$239K +9,550 New
RVPG
244
Relative Value Partners Group
$235K -$44.9K -1,795 -16%
TTWM
245
TCV Trust & Wealth Management
Virginia
$234K -$15.6K -625 -6%
FMWA
246
Forvis Mazars Wealth Advisors
Missouri
$228K -$202K
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$224K
HWM
248
HB Wealth Management
Georgia
$222K -$204K
JWCA
249
J.W. Cole Advisors
Florida
$221K -$338K -13,563 Closed
MC
250
Moors & Cabot
Massachusetts
$219K -$218K