IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

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

295 hedge funds and large institutions have $1.67B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+10
Holders Change %
+3.51%
% of All Funds
4.72%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
40
Increased
109
Reduced
91
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
176
William Blair & Company
Illinois
$750K
BMM
177
Buffington Mohr McNeal
Idaho
$728K +$4.03K +160 +0.6%
RBC
178
Roble Belko & Company
Pennsylvania
$727K +$301K +11,935 +70%
BOSSRA
179
B.O.S.S. Retirement Advisors
Utah
$723K +$723K +28,684 New
CA
180
CGN Advisors
Kansas
$718K +$8.26K +328 +1%
HS
181
Horan Securities
United States
$711K +$579K +22,974 +436%
ATPW
182
Ashton Thomas Private Wealth
Arizona
$692K +$1.54K +61 +0.2%
EWM
183
Endowment Wealth Management
Wisconsin
$689K +$412K +16,347 +148%
IF
184
Ironwood Financial
Arizona
$679K +$90.4K +3,588 +15%
CPRC
185
Consolidated Portfolio Review Corp
New York
$676K +$676K +26,854 New
CFG
186
Carr Financial Group
Massachusetts
$669K -$327K -12,969 -33%
FIB
187
First Interstate Bank
Montana
$651K +$345K +13,701 +113%
WFA
188
Wells Financial Advisors
Massachusetts
$651K
BEI
189
Benjamin Edwards Inc
Missouri
$640K +$38.9K +1,546 +6%
COCM
190
Charter Oak Capital Management
New Hampshire
$639K -$92.6K -3,675 -13%
SL
191
SWMG LLC
Texas
$637K -$13.6K -538 -2%
MCM
192
MV Capital Management
Maryland
$633K -$528K -20,967 -45%
GHA
193
Granite Harbor Advisors
Texas
$621K
MCM
194
Mattern Capital Management
Colorado
$615K +$111K +4,425 +22%
MIH
195
Meitav Investment House
Israel
$608K +$22.5K +890 +4%
BBW
196
Blue Barn Wealth
Utah
$599K +$35.8K +1,423 +6%
4WM
197
4J Wealth Management
Virginia
$594K +$67.3K +2,673 +13%
Corient Private Wealth
198
Corient Private Wealth
Florida
$592K -$534K
TFS
199
Thoroughbred Financial Services
Tennessee
$584K +$140K +5,574 +32%
PJSIMP
200
P.J. Schmidt Investment Management (PJS)
Wisconsin
$576K +$45.1K +1,787 +8%