IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

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

212 hedge funds and large institutions have $1.22B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+11
Holders Change %
+5.47%
% of All Funds
3.27%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
32
Increased
83
Reduced
59
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NB
101
Northwest Bancshares
Pennsylvania
$1.03M -$120K -4,669 -10%
AF
102
Arrow Financial
New York
$1.01M -$26.6K -1,035 -3%
BWM
103
BerganKDV Wealth Management
Minnesota
$982K +$56.5K +2,200 +6%
BAM
104
Belpointe Asset Management
Nevada
$968K +$224K +8,727 +30%
WFA
105
Wells Financial Advisors
Massachusetts
$965K -$53.2K -2,070 -5%
CA
106
Cetera Advisors
Colorado
$887K -$54.8K -2,134 -6%
FPS
107
Fieldpoint Private Securities
Connecticut
$863K
DADC
108
D.A. Davidson & Co
Montana
$843K +$504K +19,632 +149%
MSFS
109
Main Street Financial Solutions
Pennsylvania
$828K -$37.7K -1,469 -4%
MCC
110
Money Concepts Capital
Florida
$824K +$824K +32,102 New
BPA
111
Beacon Pointe Advisors
California
$782K -$5.67K -221 -0.7%
FNBOSM
112
First National Bank of South Miami
Florida
$782K +$5K +195 +0.6%
SI
113
Stephens Inc
Arkansas
$766K
William Blair & Company
114
William Blair & Company
Illinois
$760K
CHAM
115
Clear Harbor Asset Management
Connecticut
$760K +$192K +7,485 +34%
WGCA
116
Wolf Group Capital Advisors
Virginia
$730K +$487K +18,954 +200%
LHC
117
Little House Capital
Massachusetts
$726K -$11.7K -454 -2%
KCA
118
Karn Couzens & Associates
Connecticut
$713K
KFAA
119
Klaas Financial Asset Advisors
Illinois
$702K -$340K -13,241 -33%
ST
120
Spinnaker Trust
Maine
$695K +$99.2K +3,865 +17%
VCM
121
Vivaldi Capital Management
Illinois
$693K
MIH
122
Meitav Investment House
Israel
$652K +$61.8K +2,419 +10%
PCG
123
Private Capital Group
Connecticut
$626K -$209K -8,132 -25%
Kovitz Investment Group Partners
124
Kovitz Investment Group Partners
Illinois
$606K +$606K +23,050 New
BMM
125
Buffington Mohr McNeal
Idaho
$600K +$110K +4,263 +22%