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 %
PSIWM
26
Paradigm Strategies in Wealth Management
Minnesota
$14.7M +$394K +15,746 +3%
Osaic Holdings
27
Osaic Holdings
Arizona
$14M +$4.42M +176,461 +46%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$13.8M +$4.75M +189,635 +53%
LIM
29
Leavell Investment Management
Alabama
$13.3M -$425K -16,984 -3%
RJA
30
Raymond James & Associates
Florida
$12.9M -$90.6K -3,619 -0.7%
SAM
31
Summit Asset Management
Tennessee
$12.3M +$2.45M +97,757 +25%
Truist Financial
32
Truist Financial
North Carolina
$12.1M +$10.5M +419,956 +671%
SB
33
Strategic Blueprint
Georgia
$10.9M +$3.61M +144,036 +50%
MA
34
MCF Advisors
Kentucky
$9.74M +$950K +37,942 +11%
TWA
35
Tillar-Wenstrup Advisors
Ohio
$9.5M -$504K -20,128 -5%
GA
36
Gateway Advisory
New Jersey
$9.5M +$135K +5,401 +1%
MFG
37
Merit Financial Group
Georgia
$9.43M +$9.43M +376,565 New
WCM
38
Windsor Capital Management
Arizona
$9.17M -$9.09M -364,216 Closed
MFWM
39
Motley Fool Wealth Management
Virginia
$8.39M +$8.39M +335,062 New
BFEC
40
Benjamin F. Edwards & Company
Missouri
$8.35M -$1.45M -58,055 -15%
TF
41
TLWM Financial
Texas
$8.26M -$1.36M -54,174 -14%
SG
42
Strid Group
Pennsylvania
$8.2M -$9M
AF
43
Arrow Financial
New York
$7.83M -$525K -20,989 -6%
PPWM
44
PFG Private Wealth Management
Florida
$7.59M +$306K +12,218 +4%
FBB
45
Fulton Breakefield Broenniman
Maryland
$7.06M -$211K -8,419 -3%
ADL
46
Asset Dedication LLC
California
$6.99M +$77.5K +3,095 +1%
Jane Street
47
Jane Street
New York
$6.44M -$16M -638,691 -71%
RWP
48
Reliant Wealth Planning
Kentucky
$6.32M +$4.61K +184 +0.1%
HA
49
Hamel Associates
New Jersey
$6.22M +$1.62M +64,816 +35%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$6.21M +$1.82M +72,754 +41%