IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

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

71 hedge funds and large institutions have $287M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
12
Increased
41
Reduced
6
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
$48M +$1.81M +74,540 +4%
MFWM
2
Motley Fool Wealth Management
Virginia
$24.7M +$7.21M +297,043 +41%
CAI
3
Capital Advisors Inc
Oklahoma
$22M -$596K -24,533 -3%
Morgan Stanley
4
Morgan Stanley
New York
$21.3M +$10.7M +440,520 +101%
Stifel Financial
5
Stifel Financial
Missouri
$17M +$585K +23,905 +4%
UBS Group
6
UBS Group
Switzerland
$14.8M +$909K +37,428 +7%
HighTower Advisors
7
HighTower Advisors
Illinois
$13.6M -$13.4M
UCFA
8
United Capital Financial Advisors
Texas
$13.5M -$276K -11,373 -2%
CIA
9
Capital Investment Advisors
Georgia
$12.3M +$582K +23,985 +5%
Wells Fargo
10
Wells Fargo
California
$11.7M +$2.61M +107,352 +29%
US Bancorp
11
US Bancorp
Minnesota
$9.22M +$691K +28,475 +8%
MGIA
12
Matthew Goff Investment Advisor
Texas
$7.8M +$1.94M +79,765 +33%
TF
13
TLWM Financial
Texas
$5.94M -$4.9M
GA
14
Gateway Advisory
New Jersey
$5.72M +$224K +9,206 +4%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$5.23M +$114K +4,697 +2%
Mariner
16
Mariner
Kansas
$3.96M +$133K +5,465 +3%
CTC
17
Central Trust Company
Missouri
$3.65M +$838K +34,499 +30%
MMHP
18
Murphy Middleton Hinkle & Parker
Georgia
$3.03M -$4.03K -166 -0.1%
CIM
19
Corda Investment Management
Texas
$2.95M +$1.66M +68,195 +128%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.83M +$654K +26,953 +30%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.81M +$840K +34,601 +43%
CIM
22
Confluence Investment Management
Missouri
$2.56M +$68.3K +2,811 +3%
SWMG
23
Signature Wealth Management Group
Georgia
$2.34M +$104K +4,298 +5%
DE
24
Day & Ennis
Georgia
$2.22M +$976K +40,208 +78%
Ameriprise
25
Ameriprise
Minnesota
$2.04M +$144K +5,920 +8%