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 %
CGFA
201
Colton Groome Financial Advisors
North Carolina
$431K
W
202
WealthOne
New York
$430K +$451 +18 +0.1%
RBC
203
Roble Belko & Company
Pennsylvania
$424K
SS
204
Sunbelt Securities
Texas
$422K -$2.5K -100 -0.6%
APP
205
Avantax Planning Partners
Iowa
$419K
JAG
206
Journey Advisory Group
Kentucky
$417K -$5.01K -200 -1%
WGCA
207
Wolf Group Capital Advisors
Virginia
$413K +$413K +16,489 New
ASN
208
Advisory Services Network
Georgia
$408K -$111K -4,432 -21%
VCM
209
Vivaldi Capital Management
Illinois
$396K -$8.47K -338 -2%
MWM
210
Maltin Wealth Management
New Jersey
$394K -$133K -5,332 -25%
AFC
211
AFT Forsyth & Company
Florida
$390K
ST
212
Spinnaker Trust
Maine
$376K -$146K -5,813 -28%
OCAM
213
Onex Canada Asset Management
Ontario, Canada
$374K +$374K +14,961 New
NSB
214
Norway Savings Bank
Maine
$372K -$25K -1,000 -6%
BFG
215
Bleakley Financial Group
New Jersey
$361K +$361K +14,435 New
SF
216
Safeguard Financial
Wisconsin
$360K +$360K +14,377 New
EH
217
Equitable Holdings
New York
$357K +$357K +14,250 New
KFAA
218
Klaas Financial Asset Advisors
Illinois
$354K -$39.4K -1,573 -10%
CSIA
219
Conrad Siegel Investment Advisors
Pennsylvania
$340K +$340K +13,589 New
SBL
220
Sargent Bickham Lagudis
Colorado
$330K +$330K +13,203 New
PIMG
221
Patriot Investment Management Group
Tennessee
$324K +$126 +5 +0%
SWPG
222
Strategic Wealth Partners Group
Illinois
$313K
FCM
223
Fortis Capital Management
Washington
$309K +$309K +12,358 New
SFS
224
Sowell Financial Services
Arkansas
$307K +$307K +12,249 New
FIM
225
Freedom Investment Management
Connecticut
$305K +$305K +12,181 New