IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

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

207 hedge funds and large institutions have $1.06B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 100 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+5
Holders Change %
+2.48%
% of All Funds
3.65%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
25
Increased
100
Reduced
51
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FNB
151
Farmers National Bank
Kentucky
$316K -$69.7K -2,667 -18%
ST
152
Spinnaker Trust
Maine
$311K +$69.5K +2,660 +29%
RCA
153
Resonant Capital Advisors
Wisconsin
$301K
SMC
154
Smith, Moore & Co
Missouri
$301K +$993 +38 +0.3%
W
155
WealthStone
Ohio
$299K
CAN
156
Cetera Advisor Networks
California
$299K +$26.7K +1,022 +10%
CIBC Private Wealth Group
157
CIBC Private Wealth Group
Georgia
$298K
1SB
158
1ST Source Bank
Indiana
$286K
WGCA
159
Wolf Group Capital Advisors
Virginia
$284K +$1.96K +75 +0.7%
CTA
160
Chesley Taft & Associates
Illinois
$277K +$43.7K +1,675 +19%
PG
161
Patten Group
Tennessee
$276K
AFM
162
Andesa Financial Management
Pennsylvania
$274K +$274K +10,470 New
FMWA
163
Forvis Mazars Wealth Advisors
Missouri
$262K -$263K -10,011 Closed
WSTAM
164
Wilbanks Smith & Thomas Asset Management
Virginia
$261K +$261K +10,000 New
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$261K +$261K +10,000 New
RBC
166
Roble Belko & Company
Pennsylvania
$259K
LWM
167
Laidlaw Wealth Management
New York
$250K
KWM
168
Kingsview Wealth Management
Oregon
$244K +$244K +9,358 New
GDP
169
Great Diamond Partners
Maine
$243K -$44.7K -1,710 -16%
TTWM
170
TCV Trust & Wealth Management
Virginia
$241K -$4.57K -175 -2%
MAS
171
Madden Advisory Services
Florida
$232K +$232K +8,865 New
EFS
172
Essex Financial Services
Connecticut
$226K +$104 +4 +0%
AM
173
Atwater Malick
Pennsylvania
$215K +$215K +8,210 New
EWM
174
Echo Wealth Management
Minnesota
$214K +$214K +8,201 New
RJT
175
Raymond James Trust
Florida
$212K