iShares iBonds Dec 2023 Term Corporate ETF
IBDO
IBDO was delisted on the 15th of December, 2023.
37 hedge funds and large institutions have $135M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 4 reducing their positions, and 5 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 4
23% more capital invested
Capital invested by funds: $110M → $135M (+$25.5M)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
3% less funds holding
Funds holding: 38 → 37 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
+$6.82M |
| 2 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
+$5.24M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.22M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.88M |
| 5 |
LWM
Lyell Wealth Management
Menlo Park,
California
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$774K |
| 2 |
LPL Financial
San Diego,
California
|
-$642K |
| 3 |
GWA
Guidant Wealth Advisors
Palatine,
Illinois
|
-$522K |
| 4 |
WGCA
Wolf Group Capital Advisors
Fairfax,
Virginia
|
-$275K |
| 5 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
-$261K |
IBDO Hedge Fund Activity: Q3 2017 in Review
37 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q3 2017, worth a combined $135M — up 23% from $110M a quarter earlier.
Fund positioning in IBDO was balanced in Q3 2017: 5 funds opened new positions, 5 closed out, 20 added to existing stakes and 4 trimmed.
The largest buyer was Motley Fool Wealth Management, adding an estimated $6.82M. The largest seller was Sowell Financial Services, exiting entirely with an estimated $774K sold.
- 37 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q3 2017, down from 38 in Q2 2017.
- Funds reported $135M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q3 2017, up 23% quarter-over-quarter.
- 5 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q3 2017 and 5 closed out, a net change of 0 holders.
- The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q3 2017 was Motley Fool Wealth Management, an estimated $6.82M added.
- The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q3 2017 was Sowell Financial Services, an estimated $774K sold.
Based on aggregated 13F filings for Q3 2017.