IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

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

230 hedge funds and large institutions have $1.19B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+28
Holders Change %
+13.86%
% of All Funds
3.89%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.24%
New
43
Increased
91
Reduced
56
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SVWAG
26
Sound View Wealth Advisors Group
Georgia
$11.1M +$215K +8,568 +2%
RJA
27
Raymond James & Associates
Florida
$10.8M +$1.05M +42,029 +11%
BFEC
28
Benjamin F. Edwards & Company
Missouri
$10.1M -$174K -6,938 -2%
TWA
29
Tillar-Wenstrup Advisors
Ohio
$9.85M -$311K -12,410 -3%
SG
30
Strid Group
Pennsylvania
$9.14M -$7.41M
WCM
31
Windsor Capital Management
Arizona
$8.8M +$8.59M +342,247 +4,046%
ICG
32
InterOcean Capital Group
Tennessee
$8.76M +$8.34M +332,291 +1,967%
SAM
33
Summit Asset Management
Tennessee
$8.57M +$8.57M +341,439 New
TF
34
TLWM Financial
Texas
$8.54M -$183K -7,279 -2%
AF
35
Arrow Financial
New York
$8.5M +$6.71M +267,329 +374%
MA
36
MCF Advisors
Kentucky
$8.47M +$7.21M +287,384 +574%
Mariner
37
Mariner
Kansas
$7.53M +$487K +19,399 +7%
FBB
38
Fulton Breakefield Broenniman
Maryland
$7.33M +$83.9K +3,343 +1%
ADL
39
Asset Dedication LLC
California
$6.88M +$489K +19,486 +8%
EWA
40
EP Wealth Advisors
California
$6.28M -$352K -14,020 -5%
Osaic Holdings
41
Osaic Holdings
Arizona
$6.26M +$2.7M +107,742 +76%
PAG
42
Private Advisor Group
New Jersey
$6.26M +$308K +12,266 +5%
Stifel Financial
43
Stifel Financial
Missouri
$6.23M -$228K -9,072 -4%
SB
44
Strategic Blueprint
Georgia
$6.22M +$6.22M +247,839 New
SCG
45
Sonata Capital Group
Washington
$6.18M +$6.15K +245 +0.1%
RWP
46
Reliant Wealth Planning
Kentucky
$6.15M +$6.15M +245,265 New
SSB
47
Sandy Spring Bank
Maryland
$6.08M +$14.5K +579 +0.2%
CCM
48
Cribstone Capital Management
Maine
$6.02M +$174K +6,933 +3%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$5.86M +$1.46M +58,281 +33%
PPWM
50
PFG Private Wealth Management
Florida
$5.74M +$223K +8,904 +4%