iShares iBonds Dec 2023 Term Corporate ETF
IBDO
IBDO was delisted on the 15th of December, 2023.
206 hedge funds and large institutions have $1.06B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 100 increasing their positions, 51 reducing their positions, and 17 closing their positions.
96% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 51
41% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 17
10% more capital invested
Capital invested by funds: $970M → $1.06B (+$93.8M)
2% more funds holding
Funds holding: 202 → 206 (+4)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$42.1M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$17.6M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$12.3M |
| 4 |
Morgan Stanley
New York
|
+$7.42M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$5.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCOK
Trust Company of Kansas
Wichita,
Kansas
|
-$14.4M |
| 2 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$12.8M |
| 3 |
Jane Street
New York
|
-$2.38M |
| 4 |
MCM
MV Capital Management
Bethesda,
Maryland
|
-$2.2M |
| 5 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$1.95M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
226
IFP Advisors
Tampa,
Florida
| – | -$6.68K | -255 | Closed |
|
|
CYG
227
Clean Yield Group
Norwich,
Vermont
| – | -$4K | -170 | Closed |
|
228
Citigroup
New York
| – | -$26 | -1 | -25% |
|
229
Fidelity Investments
Boston,
Massachusetts
| – | +$52 | +2 | New |
|
|
FHA
230
First Horizon Advisors
Memphis,
Tennessee
| – | +$288 | +11 | New |
|
IBDO Hedge Fund Activity: Q1 2021 in Review
206 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q1 2021, worth a combined $1.06B — up 9.7% from $970M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IBDO positions and 17 closed out — a net gain of 7 holders — while 100 added to existing stakes and 51 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $42.1M. The largest seller was Trust Company of Kansas, exiting entirely with an estimated $14.4M sold.
- 206 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q1 2021, up from 202 in Q4 2020.
- Funds reported $1.06B of iShares iBonds Dec 2023 Term Corporate ETF stock for Q1 2021, up 9.7% quarter-over-quarter.
- 24 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q1 2021 and 17 closed out, a net change of +7 holders.
- The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q1 2021 was Aptus Capital Advisors, an estimated $42.1M added.
- The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q1 2021 was Trust Company of Kansas, an estimated $14.4M sold.
Based on aggregated 13F filings for Q1 2021.