IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

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

38 hedge funds and large institutions have $110M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+6
Holders Change %
+18.75%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
22
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$28.5M +$2.3M +91,260 +9%
UCFA
2
United Capital Financial Advisors
Texas
$13.2M +$1.05M +41,529 +9%
HighTower Advisors
3
HighTower Advisors
Illinois
$11.2M -$10.7M
CIA
4
Capital Investment Advisors
Georgia
$10M +$663K +26,299 +7%
MFWM
5
Motley Fool Wealth Management
Virginia
$6.24M +$202K +8,020 +3%
Morgan Stanley
6
Morgan Stanley
New York
$6.02M +$780K +30,958 +15%
GA
7
Gateway Advisory
New Jersey
$5.29M +$267K +10,602 +5%
US Bancorp
8
US Bancorp
Minnesota
$4.57M +$1.31M +51,973 +40%
UBS Group
9
UBS Group
Switzerland
$4.16M +$2.21M +87,486 +113%
Mariner
10
Mariner
Kansas
$3.96M -$395K -15,664 -9%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.58M +$311K +12,332 +14%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.43M +$189K +7,515 +15%
TCCM
13
Timber Creek Capital Management
Massachusetts
$1.38M +$643K +25,525 +87%
LWM
14
Lenox Wealth Management
Ohio
$1.23M +$1.23M +48,760 New
Jane Street
15
Jane Street
New York
$1.18M +$1.18M +46,830 New
BCM
16
Bluefin Capital Management
New York
$1.1M -$610K
LPL Financial
17
LPL Financial
California
$1.05M +$151K +6,000 +17%
PAG
18
Private Advisor Group
New Jersey
$817K -$584K
SFS
19
Sowell Financial Services
Arkansas
$774K +$77.5K +3,065 +11%
DE
20
Day & Ennis
Georgia
$616K +$262K +10,383 +74%
APP
21
Avantax Planning Partners
Iowa
$595K +$21.9K +868 +4%
GWA
22
Guidant Wealth Advisors
Illinois
$522K +$15.1K +602 +3%
SI
23
SII Investments
Wisconsin
$498K -$259K
Wells Fargo
24
Wells Fargo
California
$495K -$4.46M -177,040 -90%
GLA
25
Great Lakes Advisors
Illinois
$390K +$73K +2,896 +23%