IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

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

285 hedge funds and large institutions have $1.54B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 101 increasing their positions, 83 reducing their positions, and 19 closing their positions.

Holders
285
Holders Change
+38
Holders Change %
+15.38%
% of All Funds
4.6%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.26%
New
59
Increased
101
Reduced
83
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$181M 7,243,455 +621,552 +9%
UBS Group
2
UBS Group
Switzerland
$107M 4,261,777 -17,449 -0.4%
Morgan Stanley
3
Morgan Stanley
New York
$86.7M 3,462,636 +49,508 +1%
Wells Fargo
4
Wells Fargo
California
$74.9M 2,991,824 +467,580 +19%
US Bancorp
5
US Bancorp
Minnesota
$56.6M 2,261,601 +339,998 +18%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$56M 2,236,919 +698,471 +45%
LPL Financial
7
LPL Financial
California
$43M 1,717,523 +222,750 +15%
NA
8
NewEdge Advisors
Louisiana
$41.8M 2,491,294 +984,524 +65%
HighTower Advisors
9
HighTower Advisors
Illinois
GT
10
Glenview Trust
Kentucky
$27.5M 1,099,131 +308,029 +39%
Ameriprise
11
Ameriprise
Minnesota
$25.5M 1,017,910 +302,157 +42%
SIC
12
Sigma Investment Counselors
Michigan
$25.3M 1,009,352 -55,646 -5%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$25M 1,000,518 +197,406 +25%
Mariner
14
Mariner
Kansas
$22.5M 898,691 +593,079 +194%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$22.1M 881,696 +125,031 +17%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$21.7M 867,557 -187,874 -18%
RW
17
RVW Wealth
California
$19.2M 765,716 -80,859 -10%
SWP
18
Stratos Wealth Partners
Ohio
CIM
19
Corda Investment Management
Texas
$18.6M 741,450 -80,347 -10%
SL
20
Summitry LLC
California
$17.7M 705,826 -8,552 -1%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$17M 677,873 +30,620 +5%
ICG
22
InterOcean Capital Group
Tennessee
$16.9M 673,971 +144,033 +27%
CTC
23
Central Trust Company
Missouri
$16.8M 672,616 +38,419 +6%
NC
24
NovaPoint Capital
Georgia
$16.4M 653,552 +213,839 +49%
CIA
25
Capital Investment Advisors
Georgia
$15.8M 631,513 +12,717 +2%