IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

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

49 hedge funds and large institutions have $183M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+12
Holders Change %
+32.43%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
14
Increased
27
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$32.4M +$2.73M +108,800 +9%
CAI
2
Capital Advisors Inc
Oklahoma
$22.4M +$22.4M +895,158 New
MFWM
3
Motley Fool Wealth Management
Virginia
$13.9M +$980K +39,094 +8%
UCFA
4
United Capital Financial Advisors
Texas
$13.9M +$318K +12,688 +2%
UBS Group
5
UBS Group
Switzerland
$13.7M +$6.4M +255,479 +87%
HighTower Advisors
6
HighTower Advisors
Illinois
$12.4M -$12.5M
CIA
7
Capital Investment Advisors
Georgia
$10.8M +$434K +17,300 +4%
Morgan Stanley
8
Morgan Stanley
New York
$8.11M +$1.58M +63,196 +24%
US Bancorp
9
US Bancorp
Minnesota
$7.17M +$771K +30,736 +12%
GA
10
Gateway Advisory
New Jersey
$5.61M +$78.3K +3,124 +1%
MGIA
11
Matthew Goff Investment Advisor
Texas
$5.52M +$329K +13,124 +6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.77M +$665K +26,525 +21%
Mariner
13
Mariner
Kansas
$3.75M -$240K -9,559 -6%
MMHP
14
Murphy Middleton Hinkle & Parker
Georgia
$3.06M +$3.06M +121,944 New
Wells Fargo
15
Wells Fargo
California
$2.96M +$2.12M +84,633 +252%
SWMG
16
Signature Wealth Management Group
Georgia
$2.31M +$2.31M +91,923 New
LWM
17
Lenox Wealth Management
Ohio
$1.7M +$187K +7,446 +12%
LWM
18
Lyell Wealth Management
California
$1.67M +$229K +9,150 +16%
TCCM
19
Timber Creek Capital Management
Massachusetts
$1.56M +$155K +6,194 +11%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.53M +$69.1K +2,757 +5%
GP
21
Geneva Partners
Wisconsin
$1.31M +$572K +22,813 +77%
Ameriprise
22
Ameriprise
Minnesota
$1.22M +$789K +31,484 +182%
CTC
23
Central Trust Company
Missouri
$958K +$958K +38,215 New
SI
24
SII Investments
Wisconsin
$940K -$830K
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$775K +$775K +30,933 New