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IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

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

165 hedge funds and large institutions have $776M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 29

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

16% more capital invested

Capital invested by funds: $667M → $776M (+$109M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

3% more funds holding

Funds holding: 160165 (+5)

Holders
165
Holders Change
+5
Holders Change %
+3.13%
% of All Funds
3.38%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.27%
New
22
Increased
80
Reduced
29
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
26
EP Wealth Advisors
California
$7.96M -$439K -17,007 -5%
GA
27
Gateway Advisory
New Jersey
$7.71M +$276K +10,689 +4%
PAG
28
Private Advisor Group
New Jersey
$7.34M +$302K +11,707 +4%
MGIA
29
Matthew Goff Investment Advisor
Texas
$6.55M -$283K -10,973 -4%
Stifel Financial
30
Stifel Financial
Missouri
$6.38M +$295K +11,457 +5%
DE
31
Day & Ennis
Georgia
$6.38M +$74.3K +2,881 +1%
LIM
32
Leavell Investment Management
Alabama
$5.95M +$1.66M +64,258 +40%
Ameriprise
33
Ameriprise
Minnesota
$5.9M -$658K -25,526 -10%
Mariner
34
Mariner
Kansas
$5.66M +$410K +15,899 +8%
AIA
35
Arcadia Investment Advisors
Idaho
$5.54M +$120K +4,672 +2%
UCFA
36
United Capital Financial Advisors
Texas
$5.31M -$789K -30,588 -13%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$4.44M -$104K -4,024 -2%
FFA
38
Fragasso Financial Advisors
Pennsylvania
$4.3M +$1.4M +54,135 +49%
RWM
39
Ritholtz Wealth Management
New York
$3.98M +$792K +30,697 +25%
PPWM
40
PFG Private Wealth Management
Florida
$3.86M +$101K +3,918 +3%
LWM
41
Lyell Wealth Management
California
$3.69M +$685K +26,555 +23%
CP
42
Camelot Portfolios
Ohio
$3.59M -$183K -7,102 -5%
SSB
43
Sandy Spring Bank
Maryland
$3.5M +$375K +14,530 +12%
FBB
44
Fulton Breakefield Broenniman
Maryland
$3.35M +$547K +21,210 +20%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$3.32M +$245K +9,515 +8%
KF
46
Krilogy Financial
Missouri
$3.18M +$1.47M +56,900 +89%
SWMG
47
Signature Wealth Management Group
Georgia
$3.15M +$77.6K +3,009 +3%
AA
48
AlphaMark Advisors
Kentucky
$3.1M +$84.3K +3,268 +3%
MMHP
49
Murphy Middleton Hinkle & Parker
Georgia
$3.01M -$83.8K -3,248 -3%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$2.81M +$1.6M +62,063 +138%

IBDO Hedge Fund Activity: Q2 2020 in Review

165 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q2 2020, worth a combined $776M — up 16% from $667M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBDO positions and 16 closed out — a net gain of 6 holders — while 80 added to existing stakes and 29 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $17.6M. The largest seller was Motley Fool Wealth Management, exiting entirely with an estimated $22.3M sold.

  • 165 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q2 2020, up from 160 in Q1 2020.
  • Funds reported $776M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q2 2020, up 16% quarter-over-quarter.
  • 22 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q2 2020 and 16 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q2 2020 was Aptus Capital Advisors, an estimated $17.6M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q2 2020 was Motley Fool Wealth Management, an estimated $22.3M sold.

Based on aggregated 13F filings for Q2 2020.