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 %
SAG
151
SageView Advisory Group
California
$803K +$803K +32,072 New
AIM
152
Arcadia Investment Management
Michigan
$788K -$45.1K -1,800 -5%
SWM
153
Segment Wealth Management
Texas
$787K +$446K +17,805 +130%
MA
154
MONECO Advisors
Connecticut
$778K -$22K -880 -3%
SI
155
Stephens Inc
Arkansas
$777K +$30K +1,200 +4%
CTA
156
Chesley Taft & Associates
Illinois
$777K +$155K +6,200 +25%
FNB
157
Farmers National Bank
Kentucky
$775K +$180K +7,196 +30%
MTWM
158
Masso Torrence Wealth Management
New Jersey
$758K +$758K +30,295 New
FNBOSM
159
First National Bank of South Miami
Florida
$756K +$22.5K +900 +3%
William Blair & Company
160
William Blair & Company
Illinois
$745K
SFA
161
Source Financial Advisors
New York
$734K +$651 +26 +0.1%
COCM
162
Charter Oak Capital Management
New Hampshire
$727K -$28.5K -1,138 -4%
DWT
163
Dorsey & Whitney Trust
South Dakota
$726K -$100K -4,000 -12%
BMM
164
Buffington Mohr McNeal
Idaho
$720K +$70.1K +2,800 +11%
CA
165
CGN Advisors
Kansas
$705K -$17K -680 -2%
SWA
166
Sax Wealth Advisors
New Jersey
$695K +$695K +27,751 New
ATPW
167
Ashton Thomas Private Wealth
Arizona
$686K +$3K +120 +0.4%
SWA
168
Stratos Wealth Advisors
Ohio
$660K
WFA
169
Wells Financial Advisors
Massachusetts
$647K -$26K -1,040 -4%
SL
170
SWMG LLC
Texas
$646K +$90.4K +3,613 +16%
GHA
171
Granite Harbor Advisors
Texas
$617K +$617K +24,668 New
BEI
172
Benjamin Edwards Inc
Missouri
$597K +$26.2K +1,048 +5%
IF
173
Ironwood Financial
Arizona
$585K +$585K +23,375 New
MSWM
174
McGlone Suttner Wealth Management
Wisconsin
$580K +$580K +23,166 New
MIH
175
Meitav Investment House
Israel
$577K -$11.1K -445 -2%