IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

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

165 hedge funds and large institutions have $776M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+5
Holders Change %
+3.13%
% of All Funds
3.39%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.27%
New
22
Increased
80
Reduced
29
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RBC
126
Roble Belko & Company
Pennsylvania
$260K
RJT
127
Raymond James Trust
Florida
$256K
SWPG
128
Strategic Wealth Partners Group
Illinois
$244K
HCM
129
Harvey Capital Management
Florida
$241K +$241K +9,208 New
IA
130
IFG Advisory
Georgia
$240K +$240K +9,175 New
SPIA
131
Steward Partners Investment Advisory
New York
$234K
WAS
132
Wealth Advisory Solutions
Indiana
$215K -$160K -6,096 -43%
FMWA
133
Forvis Mazars Wealth Advisors
Missouri
$212K -$96.4K -3,679 -31%
EIA
134
Eldridge Investment Advisors
New Hampshire
$206K -$16.8K -640 -8%
CBFP
135
Cedar Brook Financial Partners
Ohio
$203K +$203K +7,720 New
RCA
136
Resonant Capital Advisors
Wisconsin
$202K -$637K -24,286 -76%
SFG
137
Sowa Financial Group
Rhode Island
$200K
CAN
138
Cetera Advisor Networks
California
$200K +$200K +7,615 New
AC
139
AlphaCore Capital
California
$158K +$1.1K +42 +0.7%
BEI
140
Benjamin Edwards Inc
Missouri
$148K +$20K +766 +16%
PB
141
Pinnacle Bancorp
Nebraska
$92K +$40.9K +1,558 +80%
KOCAA
142
Knights of Columbus Asset Advisors
Connecticut
$84K
PA
143
Parallel Advisors
California
$69K
FHA
144
Flagship Harbor Advisors
Massachusetts
$62K
CFGS
145
Concourse Financial Group Securities
Alabama
$52K
SNT
146
Security National Trust
West Virginia
$52K
TWA
147
TCI Wealth Advisors
Arizona
$52K
TCM
148
TD Capital Management
Tennessee
$52K +$365 +14 +0.7%
IA
149
IFP Advisors
Florida
$36K
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$27K