iShares iBonds Dec 2023 Term Corporate ETF
IBDO
IBDO was delisted on the 15th of December, 2023.
112 hedge funds and large institutions have $417M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 23 reducing their positions, and 7 closing their positions.
257% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 7
126% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 23
19% more capital invested
Capital invested by funds: $351M → $417M (+$65.8M)
18% more funds holding
Funds holding: 95 → 112 (+17)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$10.7M |
| 2 |
Jane Street
New York
|
+$5.98M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.56M |
| 4 |
Morgan Stanley
New York
|
+$3.82M |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$3.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$20.5M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$5.27M |
| 3 |
RFO
RiverGlades Family Offices
Naples,
Florida
|
-$3.9M |
| 4 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$3.03M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$2.67M |
IBDO Hedge Fund Activity: Q1 2019 in Review
112 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q1 2019, worth a combined $417M — up 19% from $351M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IBDO positions and 7 closed out — a net gain of 18 holders — while 52 added to existing stakes and 23 trimmed.
The largest buyer was UBS Group, adding an estimated $10.7M. The largest seller was Capital Advisors Inc, cutting an estimated $20.5M.
- 112 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q1 2019, up from 95 in Q4 2018.
- Funds reported $417M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q1 2019, up 19% quarter-over-quarter.
- 25 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q1 2019 and 7 closed out, a net change of +18 holders.
- The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q1 2019 was UBS Group, an estimated $10.7M added.
- The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q1 2019 was Capital Advisors Inc, an estimated $20.5M sold.
Based on aggregated 13F filings for Q1 2019.