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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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202 hedge funds and large institutions have $970M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 96 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 7

284% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 25

20% more capital invested

Capital invested by funds: $806M → $970M (+$164M)

16% more funds holding

Funds holding: 174 → 202 (+28)

15% less funds holding in top 10

Funds holding in top 10: 13 → 11 (-2)

Holders
202
Holders Change
+28
Holders Change %
+16.09%
% of All Funds
3.57%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.19%
New
36
Increased
96
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$32.2M
2
SIC
Sigma Investment Counselors
Michigan
+$11.6M
3
Bank of America
Bank of America
North Carolina
+$9.59M
4
TWA
Tillar-Wenstrup Advisors
Ohio
+$8.71M
5
PAG
Private Advisor Group
New Jersey
+$7.75M

Top Sellers

Rank Fund Capital Flow
1
FBB
Fulton Breakefield Broenniman
Maryland
-$1.38M
2
OMC
Old Mission Capital
Illinois
-$937K
3
FFA
Fragasso Financial Advisors
Pennsylvania
-$837K
4
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$592K
5
MG
Mather Group
Illinois
-$366K
Name Holding Trade Value Shares
Change 		Change in
Stake
GA
26
Gateway Advisory
New Jersey
$7.95M +$102K +3,874 +1%
PAG
27
Private Advisor Group
New Jersey
$7.77M +$7.75M +295,616 New
EWA
28
EP Wealth Advisors
California
$7.72M +$7.71M +294,047 New
LIM
29
Leavell Investment Management
Alabama
$7.44M +$1.08M +41,005 +17%
KAS
30
Kestra Advisory Services
Texas
$7.08M +$762K +29,057 +12%
MGIA
31
Matthew Goff Investment Advisor
Texas
$6.64M -$107K -4,085 -2%
Ameriprise
32
Ameriprise
Minnesota
$6.54M +$209K +7,949 +3%
DE
33
Day & Ennis
Georgia
$6.47M +$45.3K +1,726 +0.7%
UCFA
34
United Capital Financial Advisors
Texas
$6.13M +$987K +37,634 +19%
AIA
35
Arcadia Investment Advisors
Idaho
$5.99M +$252K +9,625 +4%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$5.79M +$1.15M +43,879 +25%
ACM
37
Azimuth Capital Management
Michigan
$5.79M +$5.78M +220,375 New
KNW
38
Kesler Norman & Wride
Utah
$5.48M +$5.47M +208,710 New
AF
39
Allworth Financial
California
$5.17M +$5.16M +196,803 New
Mariner
40
Mariner
Kansas
$5.07M +$117K +4,463 +2%
SSB
41
Sandy Spring Bank
Maryland
$4.95M +$636K +24,250 +15%
PPWM
42
PFG Private Wealth Management
Florida
$4.62M +$357K +13,610 +8%
RWM
43
Ritholtz Wealth Management
New York
$4.43M +$132K +5,036 +3%
LWM
44
Lyell Wealth Management
California
$4.42M +$314K +11,975 +8%
CP
45
Camelot Portfolios
Ohio
$4.38M +$513K +19,566 +13%
SCG
46
Sonata Capital Group
Washington
$4.07M +$1.37M +52,361 +51%
Citadel Advisors
47
Citadel Advisors
Florida
$3.76M +$132K +5,015 +4%
FFA
48
Fragasso Financial Advisors
Pennsylvania
$3.73M -$837K -31,924 -18%
CCM
49
Cribstone Capital Management
Maine
$3.61M +$325K +12,372 +10%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$3.6M +$584K +22,265 +19%
1
2
3 4 5

IBDO Hedge Fund Activity: Q4 2020 in Review

202 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q4 2020, worth a combined $970M — up 20% from $806M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IBDO positions and 7 closed out — a net gain of 29 holders — while 96 added to existing stakes and 25 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $32.2M. The largest seller was Fulton Breakefield Broenniman, cutting an estimated $1.38M.

  • 202 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q4 2020, up from 174 in Q3 2020.
  • Funds reported $970M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q4 2020, up 20% quarter-over-quarter.
  • 36 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q4 2020 and 7 closed out, a net change of +29 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q4 2020 was Aptus Capital Advisors, an estimated $32.2M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q4 2020 was Fulton Breakefield Broenniman, an estimated $1.38M sold.

Based on aggregated 13F filings for Q4 2020.