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 %
LWM
51
Lyell Wealth Management
California
$6.17M +$182K +7,285 +3%
SCG
52
Sonata Capital Group
Washington
$6.14M -$29.5K -1,180 -0.5%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$5.79M +$866K +34,592 +18%
EWA
54
EP Wealth Advisors
California
$5.73M -$389K -15,526 -6%
HFRG
55
Houlihan Financial Resource Group
Virginia
$5.51M +$790K +31,490 +17%
MWM
56
MinichMacGregor Wealth Management
New York
$5.46M -$62.7K -2,504 -1%
PAG
57
Private Advisor Group
New Jersey
$5.32M +$1.73M +135,386 +48%
WP
58
WealthSource Partners
California
$5.13M +$5.13M +205,000 New
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$5.09M +$15.5K +618 +0.3%
Stifel Financial
60
Stifel Financial
Missouri
$4.9M -$1.3M -51,780 -21%
Creative Planning
61
Creative Planning
Kansas
$4.79M +$2.76M +110,446 +137%
AF
62
Allworth Financial
California
$4.72M +$544K +21,725 +13%
SWMG
63
Signature Wealth Management Group
Georgia
$4.69M +$372K +14,857 +9%
VVP
64
Venture Visionary Partners
Ohio
$4.59M
BWFA
65
Baltimore-Washington Financial Advisors
Maryland
$4.56M
PWM
66
Praetorian Wealth Management
California
$4.48M +$182K +7,256 +4%
UCFA
67
United Capital Financial Advisors
Texas
$4.31M -$7.26K -290 -0.2%
CCM
68
Cribstone Capital Management
Maine
$4.19M -$2.2M -88,019 -34%
SSB
69
Sandy Spring Bank
Maryland
$4.12M -$803K -32,095 -16%
MAS
70
Madden Advisory Services
Florida
$4.11M -$18.3K -730 -0.4%
BPA
71
Beacon Pointe Advisors
California
$4.06M +$1.02M +40,805 +34%
KNW
72
Kesler Norman & Wride
Utah
$3.82M -$195K -7,788 -5%
PWS
73
Peloton Wealth Strategists
Indiana
$3.67M -$350K -14,000 -9%
HCA
74
Heck Capital Advisors
Wisconsin
$3.54M -$282K -11,267 -7%
DSA
75
Droms Strauss Advisors
Missouri
$3.51M +$214K +8,552 +6%