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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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32 hedge funds and large institutions have $102M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

37% more capital invested

Capital invested by funds: $74.1M → $102M (+$27.8M)

7% more funds holding

Funds holding: 30 → 32 (+2)

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MFWM
Motley Fool Wealth Management
Virginia
+$5.94M
2
GA
Gateway Advisory
New Jersey
+$4.94M
3
CIA
Capital Investment Advisors
Georgia
+$3.18M
4
Bank of America
Bank of America
North Carolina
+$2.24M
5
Wolverine Trading
Wolverine Trading
Illinois
+$1.89M

Top Sellers

Rank Fund Capital Flow
1
CAI
Capital Advisors Inc
Oklahoma
-$1.98M
2
Jane Street
Jane Street
New York
-$596K
3
UR
USCA RIA
Texas
-$246K
4
VKH
Virtu KCG Holdings
New York
-$210K
5
SFS
Sowell Financial Services
Arkansas
-$114K
Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
26
Great Lakes Advisors
Illinois
$313K +$44.8K +1,807 +17%
WGCA
27
Wolf Group Capital Advisors
Virginia
$271K – – –
SI
28
SII Investments
Wisconsin
$259K – – –
MWM
29
Meridian Wealth Management
Kentucky
$258K – – –
PCP
30
Proficio Capital Partners
Massachusetts
$124K +$61.5K +2,478 +101%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$68K +$14.9K +600 +28%
ACS
32
Archford Capital Strategies
Illinois
$46K +$45.5K +1,835 New
IA
33
IFP Advisors
Florida
$28K -$5.13K -207 -16%
BCFS
34
Butensky & Cohen Financial Security
Florida
$16K +$9.55K +385 +155%
AG
35
Advisor Group
Arizona
$3K +$2.51K +101 New
BlackRock
36
BlackRock
New York
$1K +$1.02K +41 New
CAI
37
Capital Advisors Inc
Oklahoma
– -$1.98M -79,912 Closed
Jane Street
38
Jane Street
New York
– -$596K -24,109 Closed
UR
39
USCA RIA
Texas
– -$246K -9,966 Closed
VKH
40
Virtu KCG Holdings
New York
– -$210K -8,499 Closed
1
2

IBDO Hedge Fund Activity: Q1 2017 in Review

32 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q1 2017, worth a combined $102M — up 37% from $74.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBDO positions and 4 closed out — a net gain of 4 holders — while 20 added to existing stakes and 2 trimmed.

The largest buyer was Motley Fool Wealth Management, opening a new position worth an estimated $5.94M. The largest seller was Capital Advisors Inc, exiting entirely with an estimated $1.98M sold.

  • 32 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q1 2017, up from 30 in Q4 2016.
  • Funds reported $102M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q1 2017, up 37% quarter-over-quarter.
  • 8 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q1 2017 and 4 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q1 2017 was Motley Fool Wealth Management, an estimated $5.94M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q1 2017 was Capital Advisors Inc, an estimated $1.98M sold.

Based on aggregated 13F filings for Q1 2017.