iShares iBonds Dec 2023 Term Corporate ETF
IBDO
IBDO was delisted on the 15th of December, 2023.
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.
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
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$148M |
| 2 |
Morgan Stanley
New York
|
-$63.1M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$51.4M |
| 4 |
LPL Financial
San Diego,
California
|
-$41.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$40.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BSB
276
Bangor Savings Bank
Bangor,
Maine
| – | -$10.1K | -400 | Closed |
|
|
ANBT
277
American National Bank & Trust
Wichita Falls,
Texas
| – | -$7.89K | -311 | Closed |
|
278
JP Morgan Chase
New York
| – | -$7.56K | -298 | Closed |
|
|
CFGS
279
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$5.48K | -216 | Closed |
|
|
HCM
280
Hollencrest Capital Management
Newport Beach,
California
| – | -$4.97K | -196 | Closed |
|
|
SC
281
Stephens Consulting
Flint,
Michigan
| – | -$4.79K | -189 | Closed |
|
|
AWA
282
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$4.59K | -181 | Closed |
|
283
BlackRock
New York
| – | -$3.37K | -133 | Closed |
|
|
BWM
284
Baystate Wealth Management
Boston,
Massachusetts
| – | -$3.31K | -130 | Closed |
|
|
BCPWM
285
Bradley & Co Private Wealth Management
Miami,
Florida
| – | -$2.41K | -95 | Closed |
|
286
Fidelity Investments
Boston,
Massachusetts
| – | -$431 | -17 | Closed |
|
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.