iShares iBonds Dec 2023 Term Corporate ETF
IBDO
IBDO was delisted on the 15th of December, 2023.
63 hedge funds and large institutions have $253M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 8 reducing their positions, and 3 closing their positions.
467% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 3
275% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 8
39% more capital invested
Capital invested by funds: $183M → $253M (+$70.6M)
29% more funds holding
Funds holding: 49 → 63 (+14)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$16.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$15M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$6.33M |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$5.19M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$4.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.5M |
| 2 |
WGCA
Wolf Group Capital Advisors
Fairfax,
Virginia
|
-$372K |
| 3 |
Bank of New York Mellon
New York
|
-$341K |
| 4 |
Jane Street
New York
|
-$299K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$279K |
IBDO Hedge Fund Activity: Q1 2018 in Review
63 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q1 2018, worth a combined $253M — up 39% from $183M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IBDO positions and 3 closed out — a net gain of 14 holders — while 30 added to existing stakes and 8 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $16.6M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.5M.
- 63 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q1 2018, up from 49 in Q4 2017.
- Funds reported $253M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q1 2018, up 39% quarter-over-quarter.
- 17 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q1 2018 and 3 closed out, a net change of +14 holders.
- The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q1 2018 was Stifel Financial, an estimated $16.6M added.
- The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q1 2018 was Raymond James Financial Services Advisors, an estimated $1.5M sold.
Based on aggregated 13F filings for Q1 2018.