IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

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

202 hedge funds and large institutions have $1.11B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 97 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-5
Holders Change %
-2.42%
% of All Funds
3.53%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
16
Increased
97
Reduced
51
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$163M +$23M +881,296 +16%
Bank of America
2
Bank of America
North Carolina
$95.9M +$5.48M +210,031 +6%
Morgan Stanley
3
Morgan Stanley
New York
$78.2M +$2.53M +97,109 +3%
UBS Group
4
UBS Group
Switzerland
$68.1M +$3.69M +141,590 +6%
US Bancorp
5
US Bancorp
Minnesota
$39.9M +$1.34M +51,218 +3%
CAI
6
Capital Advisors Inc
Oklahoma
$37.2M -$963K -36,925 -3%
Wells Fargo
7
Wells Fargo
California
$34.2M -$1.34M -51,288 -4%
LPL Financial
8
LPL Financial
California
$30.4M +$2.72M +104,271 +10%
RW
9
RVW Wealth
California
$25M +$775K +30,170 +3%
RJA
10
Raymond James & Associates
Florida
$22.9M -$541K -20,745 -2%
SIC
11
Sigma Investment Counselors
Michigan
$22.2M +$2.01M +77,178 +10%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$21.4M +$2.48M +95,217 +13%
CIM
13
Corda Investment Management
Texas
$20.9M +$645K +24,748 +3%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$20.3M +$848K +32,506 +4%
HighTower Advisors
15
HighTower Advisors
Illinois
$19M -$30.9M
CIA
16
Capital Investment Advisors
Georgia
$13.9M +$621K +23,812 +5%
MCM
17
MV Capital Management
Maryland
$13.9M -$222K -8,502 -2%
SWP
18
Stratos Wealth Partners
Ohio
$13.6M -$12.5M
Citadel Advisors
19
Citadel Advisors
Florida
$11.4M +$7.22M +276,824 +173%
Ameriprise
20
Ameriprise
Minnesota
$10.6M +$646K +24,752 +6%
SVWAG
21
Sound View Wealth Advisors Group
Georgia
$10.3M +$812K +31,150 +9%
CTC
22
Central Trust Company
Missouri
$9.54M +$118K +4,537 +1%
TWA
23
Tillar-Wenstrup Advisors
Ohio
$9.35M +$204K +7,818 +2%
TF
24
TLWM Financial
Texas
$9.33M -$122K -4,692 -1%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$9.15M -$1.47M -56,478 -14%