IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

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

230 hedge funds and large institutions have $1.19B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+28
Holders Change %
+13.86%
% of All Funds
3.89%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.24%
New
43
Increased
91
Reduced
56
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$147M +$28.1M +1,121,119 +24%
Morgan Stanley
2
Morgan Stanley
New York
$94M +$11.2M +447,695 +14%
UBS Group
3
UBS Group
Switzerland
$76.3M +$661K +26,355 +0.9%
US Bancorp
4
US Bancorp
Minnesota
$48M +$4.38M +174,748 +10%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$38.1M +$2.33M +92,944 +7%
LPL Financial
6
LPL Financial
California
$37M +$2.44M +97,064 +7%
Wells Fargo
7
Wells Fargo
California
$36.9M +$1.12M +44,723 +3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$26.8M +$5.01M +199,830 +23%
SIC
9
Sigma Investment Counselors
Michigan
$26.4M +$367K +14,628 +1%
GA
10
Gateway Advisory
New Jersey
$26.3M -$61.2K -2,439 -0.2%
RW
11
RVW Wealth
California
$22.2M -$1.04M -41,403 -4%
CIM
12
Corda Investment Management
Texas
$20.6M -$262K -10,443 -1%
Ameriprise
13
Ameriprise
Minnesota
$19.6M +$3.23M +129,027 +20%
HighTower Advisors
14
HighTower Advisors
Illinois
$18.2M +$18.2M +727,485 New
SWP
15
Stratos Wealth Partners
Ohio
$17.8M -$17.1M
CIA
16
Capital Investment Advisors
Georgia
$15.5M +$861K +34,335 +6%
NA
17
NewEdge Advisors
Louisiana
$15.3M +$15.3M +610,803 New
PSIWM
18
Paradigm Strategies in Wealth Management
Minnesota
$14.3M +$371K +14,787 +3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$14.2M +$6.76M +269,317 +91%
CTC
20
Central Trust Company
Missouri
$13.7M +$3.89M +155,010 +39%
MCM
21
MV Capital Management
Maryland
$13.2M -$217K -8,649 -2%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$12.6M +$4.17M +166,311 +49%
LIM
23
Leavell Investment Management
Alabama
$12.1M +$1.09M +43,364 +10%
NC
24
NovaPoint Capital
Georgia
$11.7M -$1.49M -59,547 -11%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$11.7M +$10.5M +418,044 +891%