IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

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

112 hedge funds and large institutions have $417M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+17
Holders Change %
+17.89%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
25
Increased
52
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$41.1M -$2.56M -102,505 -6%
UBS Group
2
UBS Group
Switzerland
$28.4M +$10.9M +434,180 +62%
Wells Fargo
3
Wells Fargo
California
$26.5M -$1.26M -50,382 -5%
Morgan Stanley
4
Morgan Stanley
New York
$26.3M +$3.89M +155,568 +17%
MFWM
5
Motley Fool Wealth Management
Virginia
$25.5M -$1.27M -50,896 -5%
HighTower Advisors
6
HighTower Advisors
Illinois
$24M -$14M
RW
7
RVW Wealth
California
$20M +$20M +798,761 New
CIA
8
Capital Investment Advisors
Georgia
$14.6M +$999K +39,962 +7%
Stifel Financial
9
Stifel Financial
Missouri
$13.9M -$5.36M -214,496 -28%
ACA
10
Aptus Capital Advisors
Alabama
$12.6M +$3.53M +141,535 +39%
US Bancorp
11
US Bancorp
Minnesota
$10.6M +$597K +23,880 +6%
LPL Financial
12
LPL Financial
California
$10.3M +$4.64M +185,324 +82%
SIC
13
Sigma Investment Counselors
Michigan
$8.65M +$2.48M +99,004 +40%
TF
14
TLWM Financial
Texas
$7.85M -$7.03M
GA
15
Gateway Advisory
New Jersey
$6.87M -$104K -4,161 -1%
MGIA
16
Matthew Goff Investment Advisor
Texas
$6.59M -$282K -11,288 -4%
Jane Street
17
Jane Street
New York
$6.08M +$6.08M +243,020 New
UCFA
18
United Capital Financial Advisors
Texas
$5.39M -$222K -8,864 -4%
DE
19
Day & Ennis
Georgia
$5.18M +$1.15M +45,995 +29%
CTC
20
Central Trust Company
Missouri
$4.83M +$790K +31,567 +20%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$4.72M +$620K +24,794 +15%
CIM
22
Corda Investment Management
Texas
$4.54M -$278K -11,120 -6%
RJA
23
Raymond James & Associates
Florida
$4.53M +$2.36M +94,339 +109%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$4.07M +$71.4K +2,855 +2%
SVWA
25
Sound View Wealth Advisors
Georgia
$3.84M +$2.78M +111,328 +264%