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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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294 hedge funds and large institutions have $1.67B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

20% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 91

19% more funds holding in top 10

Funds holding in top 10: 16 → 19 (+3)

9% more capital invested

Capital invested by funds: $1.54B → $1.67B (+$133M)

4% more funds holding

Funds holding: 284 → 294 (+10)

Holders
294
Holders Change
+10
Holders Change %
+3.52%
% of All Funds
4.69%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
40
Increased
109
Reduced
91
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$39.2M
2
AWM
AE Wealth Management
Kansas
+$30.6M
3
SAM
Simplify Asset Management
Nevada
+$20.1M
4
SVWAG
Sound View Wealth Advisors Group
Georgia
+$15.2M
5
APS
American Planning Services
Florida
+$13.5M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$29.8M
2
Morgan Stanley
Morgan Stanley
New York
-$13.6M
3
Ameriprise
Ameriprise
Minnesota
-$6.68M
4
US Bancorp
US Bancorp
Minnesota
-$6M
5
EWA
EP Wealth Advisors
California
-$5.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
NC
26
NovaPoint Capital
Georgia
$16.5M -$502 -20 -0%
CIA
27
Capital Investment Advisors
Georgia
$16.1M +$226K +8,997 +1%
Osaic Holdings
28
Osaic Holdings
Arizona
$16.1M +$2.06M +81,888 +15%
CTC
29
Central Trust Company
Missouri
$15.4M -$1.49M -59,352 -9%
SVWAG
30
Sound View Wealth Advisors Group
Georgia
$15.3M +$15.2M +605,799 New
SWP
31
Stratos Wealth Partners
Ohio
$14.9M – – –
PSIWM
32
Paradigm Strategies in Wealth Management
Minnesota
$14M -$863K -34,368 -6%
LIM
33
Leavell Investment Management
Alabama
$13.8M +$358K +14,274 +3%
APS
34
American Planning Services
Florida
$13.5M +$13.5M +536,389 New
WCM
35
Windsor Capital Management
Arizona
$13.3M – – –
SAM
36
Summit Asset Management
Tennessee
$12.8M +$486K +19,353 +4%
Truist Financial
37
Truist Financial
North Carolina
$12.6M +$409K +16,298 +3%
MA
38
MCF Advisors
Kentucky
$11.9M +$2.05M +81,765 +21%
RA
39
Ruggaard & Associates
Ohio
$11.7M +$11.7M +466,373 New
JAG
40
Journey Advisory Group
Kentucky
$10.7M +$10.3M +409,417 +2,455%
IW
41
Instrumental Wealth
Florida
$10.3M +$10.3M +408,854 New
GA
42
Gateway Advisory
New Jersey
$9.73M +$169K +6,722 +2%
KTM
43
Keeler Thomas Management
Utah
$9.6M – – –
MFG
44
Merit Financial Group
Georgia
$9.04M -$449K -17,871 -5%
MFWM
45
Motley Fool Wealth Management
Virginia
$8.29M -$154K -6,152 -2%
SG
46
Strid Group
Pennsylvania
$8.23M +$8.21M +326,791 New
TF
47
TLWM Financial
Texas
$8.23M -$79.8K -3,178 -1%
AF
48
Arrow Financial
New York
$8.17M +$290K +11,566 +4%
Creative Planning
49
Creative Planning
Kansas
$7.76M +$2.93M +116,734 +61%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$7.52M +$1.27M +50,558 +20%
1
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IBDO Hedge Fund Activity: Q1 2023 in Review

294 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q1 2023, worth a combined $1.67B — up 8.6% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IBDO positions and 25 closed out — a net gain of 15 holders — while 109 added to existing stakes and 91 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $39.2M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $29.8M.

  • 294 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q1 2023, up from 284 in Q4 2022.
  • Funds reported $1.67B of iShares iBonds Dec 2023 Term Corporate ETF stock for Q1 2023, up 8.6% quarter-over-quarter.
  • 40 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q1 2023 and 25 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q1 2023 was HighTower Advisors, an estimated $39.2M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q1 2023 was Raymond James Financial Services Advisors, an estimated $29.8M sold.

Based on aggregated 13F filings for Q1 2023.