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 %
NB
176
Northwest Bancshares
Pennsylvania
$561K -$1.5K -60 -0.3%
BBW
177
Blue Barn Wealth
Utah
$560K +$269K +10,731 +92%
DE
178
Day & Ennis
Georgia
$558K -$5.22M -208,514 -90%
DZ Bank
179
DZ Bank
Germany
$538K
Corient Private Wealth
180
Corient Private Wealth
Florida
$534K
GG
181
Gofen & Glossberg
Illinois
$534K +$534K +21,350 New
AWS
182
Atria Wealth Solutions
New York
$530K +$42.2K +1,686 +9%
PHIC
183
Pine Haven Investment Counsel
Massachusetts
$529K +$36.9K +1,475 +7%
PJSIMP
184
P.J. Schmidt Investment Management (PJS)
Wisconsin
$527K -$82.6K -3,301 -14%
4WM
185
4J Wealth Management
Virginia
$523K +$523K +20,914 New
MC
186
Middleton & Co
Massachusetts
$511K -$100K -4,000 -16%
E
187
ETFidea
New York
$506K
Cerity Partners
188
Cerity Partners
New York
$506K +$506K +20,200 New
MCM
189
Mattern Capital Management
Colorado
$500K
WWM
190
Western Wealth Management
Colorado
$495K +$495K +19,796 New
CWM
191
Curi Wealth Management
North Carolina
$490K -$9.01K -360 -2%
RSWM
192
Robertson Stephens Wealth Management
California
$473K
GAM
193
Gould Asset Management
California
$467K +$467K +18,660 New
AWM
194
AE Wealth Management
Kansas
$467K +$467K +18,656 New
KCM
195
Kathmere Capital Management
Pennsylvania
$463K +$1.65K +66 +0.4%
EW
196
Element Wealth
Mississippi
$461K +$299K +11,949 +184%
TFS
197
Thoroughbred Financial Services
Tennessee
$441K +$135K +5,406 +44%
DWM
198
Dakota Wealth Management
Florida
$433K -$9.76K -390 -2%
PAS
199
Park Avenue Securities
New York
$431K +$152K +6,090 +55%
AC
200
AlphaCore Capital
California
$431K -$84.2K -3,365 -16%