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IBDD

iShares iBonds Mar 2023 Term Corporate ETF

Delisted

IBDD was delisted on the 30th of March, 2023.

21 hedge funds and large institutions have $21.3M invested in iShares iBonds Mar 2023 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

1% more capital invested

Capital invested by funds: $21.1M → $21.3M (+$175K)

9% less funds holding

Funds holding: 2321 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
10
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
1
US Bancorp
Minnesota
$8.9M +$119K +4,446 +1%
Bank of America
2
Bank of America
North Carolina
$2.26M -$335K -12,472 -13%
FC
3
Ferris Capital
Massachusetts
$2.09M -$30.5K -1,136 -1%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.21M +$281K +10,457 +30%
Jane Street
5
Jane Street
New York
$988K -$356K -13,272 -26%
DADC
6
D.A. Davidson & Co
Montana
$977K +$255K +9,500 +35%
Mariner
7
Mariner
Kansas
$870K +$50.1K +1,867 +6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$623K +$353K +13,154 +130%
Citadel Advisors
9
Citadel Advisors
Florida
$509K +$9.74K +363 +2%
HighTower Advisors
10
HighTower Advisors
Illinois
$487K -$485K -18,058 Closed
Morgan Stanley
11
Morgan Stanley
New York
$444K -$13.9K -518 -3%
LPL Financial
12
LPL Financial
California
$426K -$11.4K -423 -3%
UBS Group
13
UBS Group
Switzerland
$265K -$41.5K -1,546 -13%
FAIM
14
Financial Advocates Investment Management
Washington
$228K +$27 +1 +0%
RJA
15
Raymond James & Associates
Florida
$218K
Kovitz Investment Group Partners
16
Kovitz Investment Group Partners
Illinois
$215K
BAM
17
Belpointe Asset Management
Nevada
$174K +$26.8K +1,000 +18%
RIM
18
Rockbridge Investment Management
New York
$129K
EIP
19
Ellis Investment Partners
Pennsylvania
$101K +$349 +13 +0.3%
AIM
20
Anchor Investment Management
South Carolina
$99.9K +$27 +1 +0%
CA
21
CoreCap Advisors
Michigan
$43K +$43.1K +1,604 New
Wells Fargo
22
Wells Fargo
California
$11K
TCCM
23
Timber Creek Capital Management
Massachusetts
-$29K -1,100 Closed
AF
24
Arrow Financial
New York
-$5K -185 Closed

IBDD Hedge Fund Activity: Q4 2021 in Review

21 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2023 Term Corporate ETF (IBDD) for Q4 2021, worth a combined $21.3M — up 0.83% from $21.1M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of IBDD and 1 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 10 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $353K. The largest seller was HighTower Advisors, exiting entirely with an estimated $485K sold.

  • 21 institutional investors held iShares iBonds Mar 2023 Term Corporate ETF (IBDD) as of Q4 2021, down from 23 in Q3 2021.
  • Funds reported $21.3M of iShares iBonds Mar 2023 Term Corporate ETF stock for Q4 2021, up 0.83% quarter-over-quarter.
  • 1 fund opened new iShares iBonds Mar 2023 Term Corporate ETF positions in Q4 2021 and 3 closed out, a net change of -2 holders.
  • The largest iShares iBonds Mar 2023 Term Corporate ETF buyer in Q4 2021 was Raymond James Financial Services Advisors, an estimated $353K added.
  • The largest iShares iBonds Mar 2023 Term Corporate ETF seller in Q4 2021 was HighTower Advisors, an estimated $485K sold.

Based on aggregated 13F filings for Q4 2021.