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IBDO

iShares iBonds Dec 2023 Term Corporate ETF
IBDO

Delisted

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

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5 hedge funds and large institutions have $2.72M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 280 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% less funds holding

Funds holding: 287 → 5 (-282)

100% less capital invested

Capital invested by funds: $1.37B → $2.72M (-$1.37B)

100% less funds holding in top 10

Funds holding in top 10: 12 → 0 (-12)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 280

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 3

Holders
5
Holders Change
-282
Holders Change %
-98.26%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
3
Closed
280
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$148M
2
Morgan Stanley
Morgan Stanley
New York
-$63.1M
3
NA
NewEdge Advisors
Louisiana
-$51.4M
4
LPL Financial
LPL Financial
California
-$41.5M
5
Wells Fargo
Wells Fargo
California
-$40.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
226
Gilbert & Cook
Iowa
– -$236K -9,301 Closed
BCM
227
Brookstone Capital Management
Illinois
– -$234K -9,219 Closed
MFG
228
Merit Financial Group
Georgia
– -$225K -8,891 Closed
FW
229
FirstPurpose Wealth
Utah
– -$222K -8,755 Closed
BONH
230
Bank of New Hampshire
New Hampshire
– -$216K -8,505 Closed
SC
231
Seldon Capital
California
– -$215K -8,468 Closed
KOMWMG
232
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$213K -8,398 Closed
PA
233
Parallel Advisors
California
– -$211K -8,325 Closed
DWA
234
Delap Wealth Advisory
Oregon
– -$210K -8,262 Closed
ATPW
235
Ashton Thomas Private Wealth
Arizona
– -$209K -8,236 Closed
SPIA
236
Steward Partners Investment Advisory
New York
– -$209K -8,229 Closed
TSS
237
Two Sigma Securities
New York
– -$204K -8,038 Closed
Empower Advisory Group
238
Empower Advisory Group
Colorado
– -$202K -7,960 Closed
TTWM
239
TCV Trust & Wealth Management
Virginia
– -$202K -7,950 Closed
HBT
240
Hills Bank & Trust
Iowa
– -$201K -7,916 Closed
AP
241
Advisors Preferred
Maryland
– -$195K -7,710 Closed
OHWP
242
Oak Harbor Wealth Partners
North Carolina
– -$192K -7,585 Closed
PTC
243
Private Trust Company
Ohio
– -$186K -7,329 Closed
SIC
244
Salem Investment Counselors
North Carolina
– -$154K -6,063 Closed
VNA
245
Valley National Advisers
Pennsylvania
– -$139K -5,476 Closed
HWM
246
Horizons Wealth Management
North Carolina
– -$122K -4,810 Closed
BC
247
Bartlett & Co
Ohio
– -$112K -4,400 Closed
BCWM
248
Bartlett & Co Wealth Management
Ohio
– -$112K -4,400 Closed
HWA
249
HHM Wealth Advisors
Tennessee
– -$90.5K -3,570 Closed
AAG
250
Armstrong Advisory Group
Massachusetts
– -$90K -3,550 Closed
8 9
10
11 12

IBDO Hedge Fund Activity: Q4 2023 in Review

5 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q4 2023, worth a combined $2.72M — down 100% from $1.37B a quarter earlier.

Sellers outnumbered buyers: 280 funds closed out of IBDO and 0 opened new positions — a net loss of 280 holders — while 3 trimmed existing stakes and 0 added.

The largest seller was Bank of America, exiting entirely with an estimated $148M sold.

  • 5 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q4 2023, down from 287 in Q3 2023.
  • Funds reported $2.72M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q4 2023, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q4 2023 and 280 closed out, a net change of -280 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q4 2023 was Bank of America, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2023.