IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

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

82 hedge funds and large institutions have $315M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+11
Holders Change %
+15.49%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
44
Reduced
14
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
$43.6M -$4.42M -181,716 -9%
Morgan Stanley
2
Morgan Stanley
New York
$26.5M +$5.22M +214,725 +24%
MFWM
3
Motley Fool Wealth Management
Virginia
$25.9M +$1.18M +48,376 +5%
CAI
4
Capital Advisors Inc
Oklahoma
$21M -$1.04M -42,804 -5%
Stifel Financial
5
Stifel Financial
Missouri
$19.6M +$2.56M +104,866 +15%
UBS Group
6
UBS Group
Switzerland
$16M +$1.12M +45,965 +8%
Wells Fargo
7
Wells Fargo
California
$15.3M +$3.57M +147,057 +30%
HighTower Advisors
8
HighTower Advisors
Illinois
$14.2M -$13.6M
CIA
9
Capital Investment Advisors
Georgia
$12.8M +$535K +22,026 +4%
US Bancorp
10
US Bancorp
Minnesota
$9.35M +$118K +4,841 +1%
UCFA
11
United Capital Financial Advisors
Texas
$8.27M -$5.24M -215,468 -39%
MGIA
12
Matthew Goff Investment Advisor
Texas
$6.68M -$1.11M -45,784 -14%
TF
13
TLWM Financial
Texas
$6.61M -$5.94M
GA
14
Gateway Advisory
New Jersey
$6.03M +$298K +12,273 +5%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$5.68M +$453K +18,636 +9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.38M +$5.38M +221,359 New
NA
17
NewEdge Advisors
Louisiana
$5.23M +$842K +34,646 +19%
CTC
18
Central Trust Company
Missouri
$3.88M +$228K +9,383 +6%
Mariner
19
Mariner
Kansas
$3.87M -$95.7K -3,939 -2%
CIM
20
Corda Investment Management
Texas
$3.67M +$719K +29,610 +24%
DE
21
Day & Ennis
Georgia
$3.36M +$1.13M +46,672 +51%
LPL Financial
22
LPL Financial
California
$3.32M +$1.34M +55,267 +68%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$3.24M +$436K +17,952 +16%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$3.18M +$347K +14,294 +12%
MMHP
25
Murphy Middleton Hinkle & Parker
Georgia
$3.02M -$11K -453 -0.4%