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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
FFA
251
Farther Finance Advisors
California
– -$85.6K -3,375 Closed
TSWM
252
Tyler-Stone Wealth Management
Ohio
– -$76K -3,008 Closed
AA
253
Addison Advisors
Vermont
– -$75.2K -2,965 Closed
KOCAA
254
Knights of Columbus Asset Advisors
Connecticut
– -$68.5K -2,700 Closed
MWM
255
Mascoma Wealth Management
New Hampshire
– -$62.9K -2,482 Closed
BWL
256
Bogart Wealth LLC
Virginia
– -$62.7K -2,473 Closed
FRA
257
Front Row Advisors
California
– -$62.3K -2,455 Closed
TCM
258
TD Capital Management
Tennessee
– -$54.6K -2,154 Closed
BNP Paribas Financial Markets
259
BNP Paribas Financial Markets
France
– -$53.3K -2,100 Closed
BI
260
Bramshill Investments
Florida
– -$52.2K -2,060 Closed
GGI
261
Godsey & Gibb Inc
Virginia
– -$47.7K -1,880 Closed
GBT
262
Grove Bank & Trust
Florida
– -$47.4K -1,869 Closed
MCM
263
MV Capital Management
Maryland
– -$44.2K -1,743 Closed
GWM
264
Geneos Wealth Management
Colorado
– -$41.2K -1,625 Closed
IBOK
265
Independence Bank of Kentucky
Kentucky
– -$38K -1,500 Closed
WWP
266
WR Wealth Planners
Missouri
– -$35.5K -1,400 Closed
AA
267
AlphaMark Advisors
Kentucky
– -$28K -1,102 Closed
WT
268
Washington Trust
Rhode Island
– -$25.4K -1,000 Closed
M
269
MOTCO
Texas
– -$22.6K -890 Closed
CT
270
Colonial Trust
South Carolina
– -$20.3K -800 Closed
ATC
271
Adirondack Trust Company
New York
– -$17.9K -706 Closed
HL
272
HeadInvest LLC
Maine
– -$16K -635 Closed
PNC Financial Services Group
273
PNC Financial Services Group
Pennsylvania
– -$11.9K -470 Closed
OIA
274
Optimum Investment Advisors
Illinois
– -$11.5K -455 Closed
CAL
275
Capital Analysts LLC
Pennsylvania
– -$11K -451 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.