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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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294 hedge funds and large institutions have $1.67B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

20% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 91

19% more funds holding in top 10

Funds holding in top 10: 16 → 19 (+3)

9% more capital invested

Capital invested by funds: $1.54B → $1.67B (+$133M)

4% more funds holding

Funds holding: 284 → 294 (+10)

Holders
294
Holders Change
+10
Holders Change %
+3.52%
% of All Funds
4.69%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
40
Increased
109
Reduced
91
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$39.2M
2
AWM
AE Wealth Management
Kansas
+$30.6M
3
SAM
Simplify Asset Management
Nevada
+$20.1M
4
SVWAG
Sound View Wealth Advisors Group
Georgia
+$15.2M
5
APS
American Planning Services
Florida
+$13.5M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$29.8M
2
Morgan Stanley
Morgan Stanley
New York
-$13.6M
3
Ameriprise
Ameriprise
Minnesota
-$6.68M
4
US Bancorp
US Bancorp
Minnesota
-$6M
5
EWA
EP Wealth Advisors
California
-$5.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
ANTB
251
AMG National Trust Bank
Colorado
$276K +$275K +10,945 New
1SB
252
1ST Source Bank
Indiana
$276K – – –
CAC
253
Certified Advisory Corp
Florida
$274K +$273K +10,866 New
RCA
254
Resonant Capital Advisors
Wisconsin
$269K – – –
CFGS
255
Concourse Financial Group Securities
Alabama
$267K +$69.2K +2,754 +35%
CAN
256
Cetera Advisor Networks
California
$256K +$4.47K +178 +2%
SWP
257
Summit Wealth Partners
Florida
$256K +$255K +10,165 New
PB
258
Pinnacle Bancorp
Nebraska
$252K -$41K -1,634 -14%
CW
259
CreativeOne Wealth
Kansas
$251K – – –
SIM
260
Stratos Investment Management
Ohio
$246K – – –
CIA
261
Choate Investment Advisors
Massachusetts
$244K – – –
FIM
262
Freedom Investment Management
Connecticut
$242K -$64.4K -2,564 -21%
LWM
263
Laidlaw Wealth Management
New York
$241K – – –
RVPG
264
Relative Value Partners Group
$237K – – –
TTWM
265
TCV Trust & Wealth Management
Virginia
$236K – – –
SL
266
Sentinus LLC
Illinois
$235K +$235K +9,341 New
FMWA
267
Forvis Mazars Wealth Advisors
Missouri
$229K – – –
AAS
268
Avantax Advisory Services
Texas
$223K +$223K +8,861 New
HWM
269
HB Wealth Management
Georgia
$223K +$223K +8,861 New
BONH
270
Bank of New Hampshire
New Hampshire
$214K – – –
KWM
271
Kingsview Wealth Management
Oregon
$212K – – –
MAG
272
MRA Advisory Group
New Jersey
$211K +$210K +8,366 New
PA
273
Parallel Advisors
California
$210K +$159K +6,325 +316%
DWA
274
Delap Wealth Advisory
Oregon
$208K – – –
VNA
275
Valley National Advisers
Pennsylvania
$208K – – –
9 10
11
12 13

IBDO Hedge Fund Activity: Q1 2023 in Review

294 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q1 2023, worth a combined $1.67B — up 8.6% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IBDO positions and 25 closed out — a net gain of 15 holders — while 109 added to existing stakes and 91 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $39.2M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $29.8M.

  • 294 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q1 2023, up from 284 in Q4 2022.
  • Funds reported $1.67B of iShares iBonds Dec 2023 Term Corporate ETF stock for Q1 2023, up 8.6% quarter-over-quarter.
  • 40 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q1 2023 and 25 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q1 2023 was HighTower Advisors, an estimated $39.2M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q1 2023 was Raymond James Financial Services Advisors, an estimated $29.8M sold.

Based on aggregated 13F filings for Q1 2023.