We are live on ! Find out more
IBDO

iShares iBonds Dec 2023 Term Corporate ETF
IBDO

Delisted

IBDO was delisted on the 15th of December, 2023.

Back to rankings

82 hedge funds and large institutions have $315M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

214% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 14

15% more funds holding

Funds holding: 71 → 82 (+11)

10% more capital invested

Capital invested by funds: $287M → $315M (+$28.3M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
82
Holders Change
+11
Holders Change %
+15.49%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
44
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.38M
2
Morgan Stanley
Morgan Stanley
New York
+$5.22M
3
Wells Fargo
Wells Fargo
California
+$3.58M
4
AL
Aspiriant LLC
California
+$3M
5
CP
Camelot Portfolios
Ohio
+$2.8M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$5.24M
2
Bank of America
Bank of America
North Carolina
-$4.42M
3
MGIA
Matthew Goff Investment Advisor
Texas
-$1.11M
4
GP
Geneva Partners
Wisconsin
-$1.1M
5
CAI
Capital Advisors Inc
Oklahoma
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
AL
26
Aspiriant LLC
California
$3M +$3M +123,355 New
CIM
27
Confluence Investment Management
Missouri
$2.88M +$324K +13,324 +13%
CP
28
Camelot Portfolios
Ohio
$2.79M +$2.8M +114,949 New
SWMG
29
Signature Wealth Management Group
Georgia
$2.52M +$196K +8,043 +8%
Ameriprise
30
Ameriprise
Minnesota
$2.08M +$46.5K +1,912 +2%
WI
31
WrapManager Inc
California
$2M +$414K +17,024 +26%
RJA
32
Raymond James & Associates
Florida
$1.93M +$298K +12,270 +18%
LWM
33
Lyell Wealth Management
California
$1.83M +$43.2K +1,775 +2%
AA
34
AlphaMark Advisors
Kentucky
$1.61M +$108K +4,445 +7%
TCCM
35
Timber Creek Capital Management
Massachusetts
$1.37M -$408K -16,766 -23%
ECM
36
Exchange Capital Management
Michigan
$1M +$52.1K +2,143 +5%
Jane Street
37
Jane Street
New York
$955K +$463K +19,049 +94%
PAG
38
Private Advisor Group
New Jersey
$887K – – –
FPS
39
Fieldpoint Private Securities
Connecticut
$816K – – –
MA
40
MCF Advisors
Kentucky
$797K -$10.7K -439 -1%
APP
41
Avantax Planning Partners
Iowa
$758K +$133K +5,481 +21%
LWM
42
Lenox Wealth Management
Ohio
$752K -$555K -22,835 -42%
SSB
43
Sandy Spring Bank
Maryland
$734K +$355K +14,590 +93%
Wolverine Trading
44
Wolverine Trading
Illinois
$563K -$3.09K -127 -0.5%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$505K +$94.7K +3,896 +23%
RWM
46
Ritholtz Wealth Management
New York
$501K +$501K +20,600 New
HPC
47
HM Payson & Co
Maine
$486K +$486K +20,000 New
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$461K +$109K +4,489 +31%
CCWA
49
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$441K +$5.67K +233 +1%
GP
50
Geneva Partners
Wisconsin
$435K -$1.1M -45,076 -72%
1
2
3 4

IBDO Hedge Fund Activity: Q3 2018 in Review

82 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q3 2018, worth a combined $315M — up 9.9% from $287M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBDO positions and 2 closed out — a net gain of 11 holders — while 44 added to existing stakes and 14 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $5.38M. The largest seller was United Capital Financial Advisors, cutting an estimated $5.24M.

  • 82 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q3 2018, up from 71 in Q2 2018.
  • Funds reported $315M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q3 2018, up 9.9% quarter-over-quarter.
  • 13 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q3 2018 and 2 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $5.38M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q3 2018 was United Capital Financial Advisors, an estimated $5.24M sold.

Based on aggregated 13F filings for Q3 2018.