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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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116 hedge funds and large institutions have $476M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

353% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 15

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

14% more capital invested

Capital invested by funds: $417M → $476M (+$59.2M)

4% more funds holding

Funds holding: 112 → 116 (+4)

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2.52%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
18
Increased
68
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAI
Capital Advisors Inc
Oklahoma
+$21.9M
2
Jane Street
Jane Street
New York
+$11.6M
3
Morgan Stanley
Morgan Stanley
New York
+$5.45M
4
UBS Group
UBS Group
Switzerland
+$5.08M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.06M

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$6.22M
2
MGIA
Matthew Goff Investment Advisor
Texas
-$2.27M
3
VCM
Vivaldi Capital Management
Illinois
-$1.74M
4
MML Investors Services
MML Investors Services
Massachusetts
-$1.73M
5
BFEC
Benjamin F. Edwards & Company
Missouri
-$1.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$4.53M – – –
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$4.47M +$338K +13,505 +8%
MGIA
28
Matthew Goff Investment Advisor
Texas
$4.39M -$2.27M -90,540 -34%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$4.3M +$788K +31,453 +23%
Citadel Advisors
30
Citadel Advisors
Florida
$4.12M +$4.06M +162,261 New
Mariner
31
Mariner
Kansas
$3.69M +$391K +15,593 +12%
Ameriprise
32
Ameriprise
Minnesota
$3.31M +$504K +20,101 +18%
NA
33
NewEdge Advisors
Louisiana
$3.16M +$241K +9,626 +8%
MMHP
34
Murphy Middleton Hinkle & Parker
Georgia
$3.16M +$13.4K +534 +0.4%
AL
35
Aspiriant LLC
California
$3.13M – – –
KF
36
Krilogy Financial
Missouri
$2.95M +$307K +12,254 +12%
CP
37
Camelot Portfolios
Ohio
$2.85M -$140K -5,590 -5%
SWMG
38
Signature Wealth Management Group
Georgia
$2.76M +$44K +1,756 +2%
WI
39
WrapManager Inc
California
$2.5M +$53.9K +2,153 +2%
AA
40
AlphaMark Advisors
Kentucky
$2.37M +$202K +8,056 +9%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$2.32M +$200K +7,984 +10%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$2.29M -$1.39M -55,358 -38%
SSB
43
Sandy Spring Bank
Maryland
$1.92M +$439K +17,505 +30%
OMC
44
Old Mission Capital
Illinois
$1.85M +$398K +15,878 +28%
LWM
45
Lyell Wealth Management
California
$1.82M -$200K -8,000 -10%
SWP
46
Stratos Wealth Partners
Ohio
$1.7M -$562K -22,450 Closed
LIM
47
Leavell Investment Management
Alabama
$1.66M +$746K +29,770 +84%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$1.53M +$439K +17,539 +41%
MA
49
MCF Advisors
Kentucky
$1.46M +$1.5K +60 +0.1%
LWANC
50
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.45M +$85.2K +3,400 +6%
1
2
3 4 5

IBDO Hedge Fund Activity: Q2 2019 in Review

116 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q2 2019, worth a combined $476M — up 14% from $417M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBDO positions and 10 closed out — a net gain of 8 holders — while 68 added to existing stakes and 15 trimmed.

The largest buyer was Capital Advisors Inc, adding an estimated $21.9M. The largest seller was Stifel Financial, cutting an estimated $6.22M.

  • 116 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q2 2019, up from 112 in Q1 2019.
  • Funds reported $476M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q2 2019, up 14% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q2 2019 and 10 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q2 2019 was Capital Advisors Inc, an estimated $21.9M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q2 2019 was Stifel Financial, an estimated $6.22M sold.

Based on aggregated 13F filings for Q2 2019.