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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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49 hedge funds and large institutions have $183M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 3

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

35% more capital invested

Capital invested by funds: $135M → $183M (+$47.3M)

32% more funds holding

Funds holding: 37 → 49 (+12)

Holders
49
Holders Change
+12
Holders Change %
+32.43%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
27
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAI
Capital Advisors Inc
Oklahoma
+$22.5M
2
UBS Group
UBS Group
Switzerland
+$6.43M
3
Bank of America
Bank of America
North Carolina
+$2.74M
4
Wells Fargo
Wells Fargo
California
+$2.13M
5
Morgan Stanley
Morgan Stanley
New York
+$1.59M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.62M
2
Wolverine Trading
Wolverine Trading
Illinois
-$1.07M
3
Mariner
Mariner
Kansas
-$241K
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$3K
5
BA
Boston Advisors
Massachusetts
-$2.27K
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
26
Exchange Capital Management
Michigan
$743K +$95.5K +3,796 +15%
APP
27
Avantax Planning Partners
Iowa
$681K +$89.6K +3,559 +15%
PAG
28
Private Advisor Group
New Jersey
$680K – – –
DE
29
Day & Ennis
Georgia
$680K +$8.35K +332 +1%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$649K +$651K +25,872 New
LPL Financial
31
LPL Financial
California
$528K +$117K +4,630 +28%
MA
32
MCF Advisors
Kentucky
$527K +$212K +8,423 +67%
FA
33
FDx Advisors
Illinois
$476K +$227K +9,010 +90%
BCM
34
Bluefin Capital Management
New York
$408K – – –
GLA
35
Great Lakes Advisors
Illinois
$405K +$20.5K +814 +5%
WGCA
36
Wolf Group Capital Advisors
Virginia
$378K +$379K +15,058 New
BA
37
Boston Advisors
Massachusetts
$358K -$2.27K -90 -0.6%
CCWA
38
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$347K +$348K +13,833 New
RJA
39
Raymond James & Associates
Florida
$331K +$78.6K +3,125 +31%
Jane Street
40
Jane Street
New York
$299K -$1.62M -64,213 -84%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$297K +$298K +11,843 New
LNC
42
Lincoln National Corp
Pennsylvania
$271K – – –
RBC
43
Roble Belko & Company
Pennsylvania
$248K +$249K +9,898 New
CWS
44
Cypress Wealth Services
California
$246K – – –
AWM
45
Altium Wealth Management
New York
$206K – – –
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$132K +$51.9K +2,064 +65%
PCP
47
Proficio Capital Partners
Massachusetts
$127K – – –
FAAS
48
First Allied Advisory Services
California
$103K – – –
IA
49
IFP Advisors
Florida
$79K +$21.4K +850 +37%
FGC
50
Financial Gravity Companies
Texas
$25K +$24.9K +989 New
1
2
3

IBDO Hedge Fund Activity: Q4 2017 in Review

49 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q4 2017, worth a combined $183M — up 35% from $135M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBDO positions and 2 closed out — a net gain of 12 holders — while 27 added to existing stakes and 3 trimmed.

The largest buyer was Capital Advisors Inc, opening a new position worth an estimated $22.5M. The largest seller was Jane Street, cutting an estimated $1.62M.

  • 49 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q4 2017, up from 37 in Q3 2017.
  • Funds reported $183M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q4 2017, up 35% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q4 2017 and 2 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q4 2017 was Capital Advisors Inc, an estimated $22.5M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q4 2017 was Jane Street, an estimated $1.62M sold.

Based on aggregated 13F filings for Q4 2017.