iShares iBonds Dec 2023 Term Corporate ETF
IBDO
IBDO was delisted on the 15th of December, 2023.
201 hedge funds and large institutions have $1.22B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 92 increasing their positions, 54 reducing their positions, and 26 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 54
0% more capital invested
Capital invested by funds: $1.22B → $1.22B (+$740K)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
5% less funds holding
Funds holding: 211 → 201 (-10)
23% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$22.1M |
| 2 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$18.7M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$17M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$14.6M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$2.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Tobias Financial Advisors
Plantation,
Florida
|
-$20.9M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$11M |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$9.11M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.42M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCM
226
TD Capital Management
Memphis,
Tennessee
| – | -$53K | -2,065 | Closed |
|
|
TC
227
TAP Consulting
Kirkwood,
Missouri
| – | -$53K | -2,050 | Closed |
|
|
TAM
228
Tucker Asset Management
Littleton,
Colorado
| – | -$44.7K | -1,740 | Closed |
|
|
CFGS
229
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$40.1K | -1,576 | Closed |
|
|
PA
230
Parallel Advisors
San Francisco,
California
| – | -$38K | -1,488 | Closed |
|
|
CA
231
CoreCap Advisors
Southfield,
Michigan
| – | -$36K | -1,400 | Closed |
|
|
FWP
232
FAS Wealth Partners
Leawood,
Kansas
| – | -$27K | -1,037 | Closed |
|
233
Bessemer Group
Woodbridge,
New Jersey
| – | -$15K | -592 | Closed |
|
|
CB
234
CNB Bank
Clearfield,
Pennsylvania
| – | -$2K | -79 | Closed |
|
IBDO Hedge Fund Activity: Q1 2022 in Review
201 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q1 2022, worth a combined $1.22B — up 0.06% from $1.22B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of IBDO and 20 opened new positions — a net loss of 6 holders — while 54 trimmed existing stakes and 92 added.
The largest buyer was CFS Investment Advisory Services, adding an estimated $22.1M. The largest seller was Tobias Financial Advisors, exiting entirely with an estimated $20.9M sold.
- 201 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q1 2022, down from 211 in Q4 2021.
- Funds reported $1.22B of iShares iBonds Dec 2023 Term Corporate ETF stock for Q1 2022, up 0.06% quarter-over-quarter.
- 20 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q1 2022 and 26 closed out, a net change of -6 holders.
- The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $22.1M added.
- The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q1 2022 was Tobias Financial Advisors, an estimated $20.9M sold.
Based on aggregated 13F filings for Q1 2022.