IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

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

287 hedge funds and large institutions have $1.37B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 79 increasing their positions, 129 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-10
Holders Change %
-3.37%
% of All Funds
4.58%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.19%
New
29
Increased
79
Reduced
129
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCIA
151
Prime Capital Investment Advisors
Kansas
$880K +$562K +22,153 +176%
BEI
152
Benjamin Edwards Inc
Missouri
$869K +$214K +8,447 +33%
CWA
153
Consilio Wealth Advisors
Washington
$865K +$9.1K +360 +1%
CTA
154
Chesley Taft & Associates
Illinois
$864K -$137K -5,400 -14%
FNB
155
Farmers National Bank
Kentucky
$860K -$5.07K -200 -0.6%
EIA
156
Eldridge Investment Advisors
New Hampshire
$859K -$1.49M -59,046 -63%
KBC
157
Key Bridge Compliance
$857K +$857K +33,796 New
WAS
158
Wealth Advisory Solutions
Indiana
$857K +$857K +33,796 New
KWA
159
KCS Wealth Advisory
California
$848K +$301K +11,886 +55%
FWMM
160
Foundation Wealth Management (Missouri)
Missouri
$842K -$839K
FWM
161
Fairhaven Wealth Management
Illinois
$839K +$2.94K +116 +0.4%
SFO
162
Stokes Family Office
Louisiana
$837K
HS
163
Horan Securities
United States
$837K +$99.5K +3,922 +13%
SAG
164
SageView Advisory Group
California
$825K -$3.32K -131 -0.4%
EWM
165
Endowment Wealth Management
Wisconsin
$818K +$93.4K +3,683 +13%
CIAS
166
CFS Investment Advisory Services
New Jersey
$814K -$46.5K -1,833 -5%
TC
167
Trust Company
Kansas
$808K
B
168
Bellecapital
Switzerland
$798K
Cerity Partners
169
Cerity Partners
New York
$761K -$5.07K -200 -0.7%
BAM
170
Belpointe Asset Management
Nevada
$758K +$4.29K +169 +0.6%
AA
171
Alesco Advisors
New York
$751K
TF
172
Tompkins Financial
New York
$751K
MA
173
MONECO Advisors
Connecticut
$727K -$53.7K -2,119 -7%
CTWM
174
Cherry Tree Wealth Management
Minnesota
$721K
Corient Private Wealth
175
Corient Private Wealth
Florida
$710K -$594K