IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

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

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
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
251
Sequoia Financial Advisors
Ohio
$289K -$1.26K -50 -0.4%
ANTB
252
AMG National Trust Bank
Colorado
$276K +$276K +10,945 New
1SB
253
1ST Source Bank
Indiana
$276K
CAC
254
Certified Advisory Corp
Florida
$274K +$274K +10,866 New
RCA
255
Resonant Capital Advisors
Wisconsin
$269K
CFGS
256
Concourse Financial Group Securities
Alabama
$267K +$69.4K +2,754 +35%
CAN
257
Cetera Advisor Networks
California
$256K +$4.48K +178 +2%
SWP
258
Summit Wealth Partners
Florida
$256K +$256K +10,165 New
PB
259
Pinnacle Bancorp
Nebraska
$252K -$41.2K -1,634 -14%
CW
260
CreativeOne Wealth
Kansas
$251K
SIM
261
Stratos Investment Management
Ohio
$246K
CIA
262
Choate Investment Advisors
Massachusetts
$244K
FIM
263
Freedom Investment Management
Connecticut
$242K -$64.6K -2,564 -21%
LWM
264
Laidlaw Wealth Management
New York
$241K
RVPG
265
Relative Value Partners Group
$237K
TTWM
266
TCV Trust & Wealth Management
Virginia
$236K
SL
267
Sentinus LLC
Illinois
$235K +$235K +9,341 New
FMWA
268
Forvis Mazars Wealth Advisors
Missouri
$229K -$228K
AAS
269
Avantax Advisory Services
Texas
$223K +$223K +8,861 New
HWM
270
HB Wealth Management
Georgia
$223K +$223K +8,861 New
BONH
271
Bank of New Hampshire
New Hampshire
$214K
KWM
272
Kingsview Wealth Management
Oregon
$212K
MAG
273
MRA Advisory Group
New Jersey
$211K +$211K +8,366 New
PA
274
Parallel Advisors
California
$210K +$159K +6,325 +316%
DWA
275
Delap Wealth Advisory
Oregon
$208K