iShares iBonds Dec 2023 Term Corporate ETF
IBDO
IBDO was delisted on the 15th of December, 2023.
49 hedge funds and large institutions have $183M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 3 reducing their positions, and 2 closing their positions.
800% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 3
600% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 2
35% more capital invested
Capital invested by funds: $135M → $183M (+$47.3M)
32% more funds holding
Funds holding: 37 → 49 (+12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$22.5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$6.43M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.74M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.13M |
| 5 |
Morgan Stanley
New York
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.62M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
-$1.07M |
| 3 |
Mariner
Overland Park,
Kansas
|
-$241K |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$3K |
| 5 |
BA
Boston Advisors
Boston,
Massachusetts
|
-$2.27K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LNB
51
Ledyard National Bank
| $25K | +$25.5K | +1,015 | New |
|
|
GI
52
Gradient Investments
Arden Hills,
Minnesota
| $21K | +$20.6K | +818 | New |
|
|
WAM
53
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $11K | – | – | – |
|
54
Citigroup
New York
| $8K | – | – | – |
|
|
AG
55
Advisor Group
Phoenix,
Arizona
| $3K | – | – | – |
|
56
SEI Investments
Oaks,
Pennsylvania
| $3K | +$3.04K | +121 | New |
|
57
BlackRock
New York
| $1K | – | – | – |
|
|
58
Wolverine Trading
Chicago,
Illinois
| – | -$1.07M | -42,030 | Closed |
|
|
59
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$3K | -131 | Closed |
|
IBDO Hedge Fund Activity: Q4 2017 in Review
49 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q4 2017, worth a combined $183M — up 35% from $135M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IBDO positions and 2 closed out — a net gain of 12 holders — while 27 added to existing stakes and 3 trimmed.
The largest buyer was Capital Advisors Inc, opening a new position worth an estimated $22.5M. The largest seller was Jane Street, cutting an estimated $1.62M.
- 49 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q4 2017, up from 37 in Q3 2017.
- Funds reported $183M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q4 2017, up 35% quarter-over-quarter.
- 14 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q4 2017 and 2 closed out, a net change of +12 holders.
- The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q4 2017 was Capital Advisors Inc, an estimated $22.5M added.
- The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q4 2017 was Jane Street, an estimated $1.62M sold.
Based on aggregated 13F filings for Q4 2017.