IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

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

297 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
4.68%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.27%
New
29
Increased
109
Reduced
114
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$175M -$10.2M -404,138 -6%
HFRG
2
Houlihan Financial Resource Group
Virginia
$162M +$156M +6,193,819 +2,546%
Morgan Stanley
3
Morgan Stanley
New York
$68.9M -$4.92M -194,505 -7%
Wells Fargo
4
Wells Fargo
California
$52.8M -$17.5M -690,047 -25%
LPL Financial
5
LPL Financial
California
$50M +$2.2M +87,008 +5%
NA
6
NewEdge Advisors
Louisiana
$44.9M -$13.6M -535,799 -23%
US Bancorp
7
US Bancorp
Minnesota
$44.8M -$6.36M -251,296 -12%
UBS Group
8
UBS Group
Switzerland
$42.8M -$61.2M -2,418,370 -59%
HighTower Advisors
9
HighTower Advisors
Illinois
$38M -$39.4M -1,562,374 Closed
RJFSA
10
Raymond James Financial Services Advisors
Florida
$29.4M +$2.91M +115,159 +11%
GT
11
Glenview Trust
Kentucky
$29M +$245K +9,702 +0.9%
AWM
12
AE Wealth Management
Kansas
$26.1M -$5.24M -207,053 -17%
Mariner
13
Mariner
Kansas
$25.5M +$814K +32,176 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$23.1M -$558K -22,077 -2%
SIC
15
Sigma Investment Counselors
Michigan
$22.7M -$858K -33,916 -4%
SB
16
Strategic Blueprint
Georgia
$22.6M +$4.98M +196,908 +28%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$19.3M +$2.14M +84,761 +13%
Jane Street
18
Jane Street
New York
$18.5M +$13.5M +532,072 +267%
SL
19
Summitry LLC
California
$18.4M +$299K +11,824 +2%
ICG
20
InterOcean Capital Group
Tennessee
$17.6M +$527K +20,825 +3%
CIM
21
Corda Investment Management
Texas
$17.5M -$18.2M -722,838 Closed
RJA
22
Raymond James & Associates
Florida
$17.3M -$282K -11,164 -2%
Ameriprise
23
Ameriprise
Minnesota
$16.8M -$2.1M -83,604 -11%
CIA
24
Capital Investment Advisors
Georgia
$16.4M +$173K +6,829 +1%
RW
25
RVW Wealth
California
$16.2M -$1.53M -60,476 -9%