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IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

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

201 hedge funds and large institutions have $1.11B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 97 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 51

5% more capital invested

Capital invested by funds: $1.06B → $1.11B (+$48.8M)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 206201 (-5)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
201
Holders Change
-5
Holders Change %
-2.43%
% of All Funds
3.5%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
16
Increased
97
Reduced
51
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GA
26
Gateway Advisory
New Jersey
$8.13M +$90.3K +3,460 +1%
LIM
27
Leavell Investment Management
Alabama
$7.88M
PAG
28
Private Advisor Group
New Jersey
$7.71M -$168K -6,438 -2%
ACM
29
Azimuth Capital Management
Michigan
$7.45M +$224K +8,600 +3%
EWA
30
EP Wealth Advisors
California
$7.24M -$130K -4,985 -2%
PPWM
31
PFG Private Wealth Management
Florida
$7.11M +$328K +12,572 +5%
PSIWM
32
Paradigm Strategies in Wealth Management
Minnesota
$6.94M +$4.09M +156,777 +143%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$6.7M +$559K +21,398 +9%
NC
34
NovaPoint Capital
Georgia
$6.66M +$4.06M +155,500 +155%
Stifel Financial
35
Stifel Financial
Missouri
$6.62M -$3.88M -148,769 -37%
DE
36
Day & Ennis
Georgia
$6.42M +$19.9K +761 +0.3%
AIA
37
Arcadia Investment Advisors
Idaho
$6.18M +$121K +4,644 +2%
FBB
38
Fulton Breakefield Broenniman
Maryland
$6M +$1.22M +46,873 +26%
ADL
39
Asset Dedication LLC
California
$5.89M +$1.03M +39,399 +21%
UCFA
40
United Capital Financial Advisors
Texas
$5.83M -$165K -6,313 -3%
SG
41
Strid Group
Pennsylvania
$5.82M
KAS
42
Kestra Advisory Services
Texas
$5.29M -$45.2K -1,731 -0.8%
SSB
43
Sandy Spring Bank
Maryland
$5.25M +$251K +9,615 +5%
Mariner
44
Mariner
Kansas
$5.21M +$98K +3,756 +2%
SCG
45
Sonata Capital Group
Washington
$5.17M +$1.08M +41,291 +26%
MGIA
46
Matthew Goff Investment Advisor
Texas
$5.06M -$1.12M -42,964 -18%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$4.89M +$919K +35,218 +23%
LWM
48
Lyell Wealth Management
California
$4.87M -$22.3K -855 -0.5%
AF
49
Allworth Financial
California
$4.75M -$377K -14,458 -7%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$4.61M +$184K +7,033 +4%

IBDO Hedge Fund Activity: Q2 2021 in Review

201 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q2 2021, worth a combined $1.11B — up 4.6% from $1.06B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IBDO and 16 opened new positions — a net loss of 1 holder — while 51 trimmed existing stakes and 97 added.

The largest buyer was Aptus Capital Advisors, adding an estimated $23M. The largest seller was Stifel Financial, cutting an estimated $3.88M.

  • 201 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q2 2021, down from 206 in Q1 2021.
  • Funds reported $1.11B of iShares iBonds Dec 2023 Term Corporate ETF stock for Q2 2021, up 4.6% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q2 2021 and 17 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q2 2021 was Aptus Capital Advisors, an estimated $23M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q2 2021 was Stifel Financial, an estimated $3.88M sold.

Based on aggregated 13F filings for Q2 2021.