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 %
DE
201
Day & Ennis
Georgia
$562K +$403 +16 +0.1%
DWT
202
Dorsey & Whitney Trust
South Dakota
$554K -$176K -7,000 -24%
SFA
203
Source Financial Advisors
New York
$552K -$187K -7,435 -25%
DZ Bank
204
DZ Bank
Germany
$544K
PHIC
205
Pine Haven Investment Counsel
Massachusetts
$540K +$7.56K +300 +1%
NB
206
Northwest Bancshares
Pennsylvania
$524K -$40.9K -1,622 -7%
GLR
207
Great Lakes Retirement
Ohio
$522K +$522K +20,737 New
SPIA
208
Steward Partners Investment Advisory
New York
$521K -$335K -13,293 -39%
E
209
ETFidea
New York
$518K +$9.45K +375 +2%
MC
210
Middleton & Co
Massachusetts
$514K
AWM
211
Alterna Wealth Management
Texas
$507K
WWM
212
Western Wealth Management
Colorado
$506K +$7.56K +300 +2%
4FG
213
4Thought Financial Group
New York
$505K +$235K +9,320 +87%
JWCA
214
J.W. Cole Advisors
Florida
$503K -$221K
FPAS
215
Focus Partners Advisor Solutions
Missouri
$494K
EH
216
Equitable Holdings
New York
$493K +$134K +5,307 +37%
FNBOSM
217
First National Bank of South Miami
Florida
$491K -$269K -10,682 -35%
EWA
218
EP Wealth Advisors
California
$475K -$29.1M -225,380 -98%
CWM
219
Curi Wealth Management
North Carolina
$471K -$490K -19,567 Closed
Deutsche Bank
220
Deutsche Bank
Germany
$469K +$206K +8,165 +78%
KCM
221
Kathmere Capital Management
Pennsylvania
$467K +$1.08K +43 +0.2%
DWM
222
Dakota Wealth Management
Florida
$435K
AC
223
AlphaCore Capital
California
$433K
CGFA
224
Colton Groome Financial Advisors
North Carolina
$433K
APP
225
Avantax Planning Partners
Iowa
$422K