IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

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

160 hedge funds and large institutions have $667M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+9
Holders Change %
+5.96%
% of All Funds
3.53%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.27%
New
25
Increased
68
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFIMH
51
American Family Insurance Mutual Holding
Wisconsin
$2.25M
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$2.15M +$704K +28,164 +49%
PWS
53
Peloton Wealth Strategists
Indiana
$2.04M +$550K +22,000 +37%
HFRG
54
Houlihan Financial Resource Group
Virginia
$2M +$44K +1,761 +2%
Osaic Holdings
55
Osaic Holdings
Arizona
$1.95M +$1.95M +78,166 New
FFIC
56
First Fiduciary Investment Counsel
Ohio
$1.91M +$92.2K +3,690 +5%
GPA
57
Guidance Point Advisors
Massachusetts
$1.88M +$79.7K +3,188 +4%
ADL
58
Asset Dedication LLC
California
$1.84M -$19K -761 -1%
LWANC
59
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.82M +$140K +5,600 +8%
Truist Financial
60
Truist Financial
North Carolina
$1.81M +$23.1K +924 +1%
Citadel Advisors
61
Citadel Advisors
Florida
$1.69M +$1.69M +67,523 New
WI
62
WrapManager Inc
California
$1.62M -$601K -24,041 -27%
SCG
63
Sonata Capital Group
Washington
$1.61M +$105K +4,200 +7%
KF
64
Krilogy Financial
Missouri
$1.6M -$1.33M -53,049 -45%
MA
65
MCF Advisors
Kentucky
$1.58M +$366K +14,649 +30%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$1.55M -$122K -4,883 -7%
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$1.29M +$308K +12,334 +31%
ECM
68
Exchange Capital Management
Michigan
$1.27M -$44.1K -1,762 -3%
BWA
69
Beam Wealth Advisors
Louisiana
$1.24M +$41.3K +1,652 +3%
CA
70
Cetera Advisors
Colorado
$1.24M -$1.22M
PGAM
71
Princeton Global Asset Management
New Jersey
$1.23M +$111K +4,422 +10%
FAIM
72
Financial Advocates Investment Management
Washington
$1.2M +$25.3K +1,011 +2%
NC
73
NovaPoint Capital
Georgia
$1.15M +$477K +19,091 +71%
BFEC
74
Benjamin F. Edwards & Company
Missouri
$1.13M -$1.76M -70,433 -61%
SFO
75
Stokes Family Office
Louisiana
$1.13M